Aim high: Could you rise to the challenge and become an Isa millionaire?

Money Observer February cover

This month’s Money Observer sees the annual overhaul of our 12 Model Portfolios, in which we look at performance over the past 12 months, review all the fund and trust holdings to ensure they’re doing a good job, and suggest replacements for any that seem to be falling short. It’s been a terrific year for the six growth portfolios in particular, with all six delivering at least 15 per cent returns; however, Lima, our longer-term higher risk income portfolio, topped the chart overall with meaty returns of more than 21 per cent.

- Model Growth Portfolios: The funds we have been buying and selling

- Model Income Portfolios: The funds we have been buying and selling

The tax year end is not far off and Isa season is getting under way, so we have plenty of Isa-related features to get your investment juices flowing. They range from our cover story, which considers how ordinary investors can join the growing ranks of Isa millionaires, to a review of last year’s successful portfolio of 10 UK mainly blue chip shares designed to produce a £10,000 annual income, and an update to the portfolio for 2018 investors. We also include a round-up of tactics to maximise returns from your Isa by ensuring you pay as little as possible in performance-eroding costs.

Beyond the Isa focus, while the tech giants have seen stellar growth and become increasingly mainstream holdings, how can investors get access to the next generation of cutting edge tech firms? We take a look at the opportunities to profit from disruptive developments from robotics and AI to battery technology. Our panel of asset allocation experts, meanwhile, cast their scores on the basis of a rare period of globally synchronized growth opportunities.

February also features the quarterly Trust supplement. This issue leads with the annual review of our investment trust portfolio designed to produce £10,000 of income, which in 2017 surpassed itself - producing almost £11,000 of income plus an 8 per cent capital return. We also include a range of trust tips for the year ahead, and an update on Money Observer’s specialist investment trust tips. With returns of up to 90 per cent over 2017, they are not to be missed.

Finally, don’t miss our competition to win £5,000 cash to invest in an investment trust.

How to buy Money Observer

The February edition of Money Observer is now on sale at WHSmith, selected Tesco and J Sainsbury supermarkets and many independent retailers. Find your nearest Money Observer seller here. To order online and ensure you pay the lowest rate per issue, visit our subscription page.

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