THE INVESTOR
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03
ANALYSIS
04 News
New ISA flexibility and the latest
on economic recoveries and fiscal
programmes from home and abroad
09 Eastern promise
The continued economic rise of the
10 members of the Association of
Southeast Asian Nations
14 In the balance
George Osborne’s ‘march of the
makers’ plan to rebalance the
economy still has some way to go
16 Casualty rates
Following recent influences from
central banks and governments, it
appears the lengthy truce in the global
currency war is coming to an end
IN YOUR INTEREST
06 A little knowledge
Why the latest Pensions Freedom is
good news for accessing retirement
funds, and understanding the
latest changes
12 Stand out from the crowd
How active fund managers are using
their skills to outperform the returns
of those tracking an index
20 Negative thinking
While deflation is feared by financial
leaders, could it actually be beneficial to
an economy in the short term?
MY MONEY
18 From City to chef
MasterChef
finalist and former
investment banker Andrew Kojima
on fund managers, finances and food
THE INVESTOR CENTRE
22 Viewpoint
Fund managers George Loening and
Chad Clark from Select Equity Group
share their key investment attributes
24 Unit Trust Portfolios
Latest Growth & Income Portfolio data
26 Fund manager commentaries
Fund managers share their thoughts
09
18
14
16
All facts and statistics in this issue of
The Investor
are correct at the time of going to press. Cover image: Gallery Stock
The information contained within this edition of
The Investor
does not constitute investment advice. It is not intended to state, indicate or imply that current or past
results are indicative of future results or expectations. Full advice should be taken to evaluate risks, consequences and suitability of any prospective fund or investment.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.You may get back less than
the amount invested.Where favourable tax treatments are shown, please note that these are subject to changes in legislation and dependent on individual circumstances.
Where the opinions of third parties are o ered, these may not necessarily re ect those of St. James’s Place.
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under licence.All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or
omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.
CONTENTS