On The Money

Job Curtis, the manager of ‘dividend hero’ investment trust City of London, which appears on interactive investor’s Super 60 list, talks to us about objectives, top holdings, mining stocks and performance during the pandemic, including those high-profile dividend cuts. He also gives us his view on the outlook from here. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In the latest Funds Fan episode, the team debate one of the biggest divides in investment: active funds versus passive funds. The team chat through the pros and cons of each approach, and reveal how they personally invest. Later, Sam Ziff, co-manager of Overstone Global Equity Income fund, explains why and where he is finding value in the UK equity market. The fund, which adopts a value investment approach, has just under a third of its portfolio in UK shares. Sam is also quizzed on whether the value rally has run out of steam or just paused for breath. At the end of the podcast, our Fund Spotlight feature focuses on the Man GLG Continental European Growth fund, which is on our Super 60 list. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Martyn Jones, lead fund manager of the Liontrust Sustainable Future European Growth and Liontrust GF Sustainable Future Pan-European Growth funds, to discuss investing in high-quality companies, top holdings, (including, semiconductor company ASML, and digital product engineering company Nagarro) and attempting to create a positive impact on the environment. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In the latest Funds Fan episode, the team argue against a call from campaign group Tax Justice UK for several UK companies, including Scottish Mortgage, to pay a Covid surcharge tax on “excess profits” made during the pandemic. The team also discuss how to avoid potential closet tracker funds, and the high demand for investment trusts this year. Later, Timothy Woodhouse, manager of the JPMorgan Global Growth & Income Trust, explains why the trust is favouring Europe. He also gives his views on the US tech giants; detailing why Microsoft, Amazon and Alphabet are the trust’s top three holdings, and why he is not currently favouring Apple and Facebook. At the end of the podcast, our Fund Spotlight feature focuses on Fundsmith Sustainable Equity. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Shaun Dooley is one of the most recognisable faces in British film and TV, starring in Official Secrets and The Woman In Black on the big screen, as well as hit dramas Broadchurch and Gentleman Jack. In episode four of The ii Family Money Show, he and wife Polly – who have four children together – tell Gabby Logan about how their humble beginnings shaped their attitude to family finance, why Harold Pinter’s The Caretaker changed the course of Shaun’s life, and why he’d ban the word ‘celebrity’. Plus, interactive investor’s Personal Finance Campaigner Myron Jobson joins Gabby to suggest ways you can invest for your family’s future and also looks back at last year’s ii Great British Retirement Survey ahead of the launch of the 2021 survey on 13 October. This episode is also available as a vodcast at https://youtu.be/wLmUy2tBBJY. The ii Family Money Show is brought to you by interactive investor (ii). Read more about ii’s Great British Retirement Survey at https://www.ii.co.uk/pensions/iiGBRS. The 2021 survey is out on 13 October. To find out more about ii’s junior stocks and shares ISA (JISA) visit https://www.ii.co.uk/ii-accounts/isa/junior-isa. Follow Gabby: Twitter @GabbyLogan Instagram @gabbylogan Follow interactive investor: Twitter @ii_couk Facebook /weareii Instagram @interactive_investor Important information This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. SIPPs are aimed at people happy to make their own investment decisions. You can normally only access the money from age 55 (57 from 2028). The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Pension and tax rules depend on your circumstances and may change in future. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Dale Nicholls, portfolio manager of the Fidelity China Special Situations investment trust, to discuss investment opportunities in the Chinese market, coping through a tumultuous 12 months and an overview of regulatory crackdowns in China. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

September’s edition of Mind & Money is all about how to think long term in a world of instant gratification. Are there strategies we can adopt to think more about our future selves than the here and now? Greg Davies, behavioural finance expert at Oxford Risk, gives his top tips to Becky O’Connor, ii’s head of pensions and savings. Visit ii.co.uk/knowledge-centre/behavioural-finance and ii.co.uk/stock-market-news for more insight and ideas. Becky O’Connor is Head of Pensions & Savings at interactive investor. Greg Davies is a behavioural finance expert at Oxford Risk. See oxfordrisk.com for more information. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Fraser Mackersie, co-manager of the Unicorn UK Ethical Income Fund, to discuss investing in profitable and cash-generative businesses, top holdings, including, Telecom Plus/Utility Warehouse and Brewin Dolphin and taking a long-term view in investing. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by Tom Slater, joint manager of Scottish Mortgage Investment Trust, to discuss identifying the world's most attractive growth companies, top holdings(including Moderna and Chinese internet and technology company Tencent, and the rapid acceleration of development in AI. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In the latest Funds Fan episode, the team discuss research recently published by interactive investor naming the best-performing investment trusts over the past two decades. Other news items include the unexpected announcement of dividend tax increases from April, and a member of interactive investor’s Super 60 list being put under review. Later, Clive Beagles, who manages the JO Hambro UK Equity Income fund, joins the podcast. The fund focuses on companies that are yielding higher than the FTSE All-Share index, so it has a bias towards value shares. Beagles explains why he is bullish on the UK dividend recovery, explains where he is finding the best value opportunities, and gives his views on inflation. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.