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All facts and statistics in this issue of
The Investor
are correct at the time of going to press. Cover image: iStock Photos
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 the 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. Equities do not have the security of capital which is characteristic of a
deposit with a bank or building society.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 offered, these may not necessarily reflect those of St. James’s Place.
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THE INVESTOR
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contents
winter 2017
25TH ANNIVERSARY
1992–2017
THE INVESTOR CENTRE
30 Quarterly market update
An overview of recent market performance
32 Portfolio performance overview
Performance analysis for our range of Growth
and Income Portfolios
34 Portfolio analysis
Latest fund and asset allocation data
36 Viewpoint
AXA Investment Managers’ Richard Peirson
shares his thoughts on his 30-year career in the City
38 Insights
Topical insight and opinion from our fund managers
25 years on
Chief Executive Officer David Bellamy looks at how the organisation has grown since being founded
in 1992, while Managing Director David Lamb talks about our ongoing investment strategy
The investment landscape
A review of key global events of the past 25 years, and how many of these have influenced markets at home and overseas
Tax planning
As we move towards the end of this current financial year, we look at the areas
to focus on when it comes to personal tax planning in 2017
Investment in the future
Chief Investment Officer Chris Ralph explains the principles of the St. James’s Place
Investment Management Approach
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