Hardy perennials – ten years on from the financial crisis we reveal the investment winners and losers

Money Observer September issue cover

It’s ten years since the start of the financial crisis, would you believe? To mark the occasion, the September issue of Money Observer features an analysis of the asset classes, sectors, and individual funds, trusts and stocks that have best rewarded investors over the subsequent bull run – and those that have trailed the recovery most painfully.

Looking forward rather than back, we also take a look at the developments in socially responsible investment (SRI) funds that enable investors to quantify the social and environment impact of their holdings – in terms of tonnes of CO2 saved, litres of water treated or quantity of waste material recycled – as well as the financial rewards. What’s clear is that the growth area of so-called impact investing doesn’t mean writing off decent returns.

Sipp investors should not miss the annual review of leading online brokers offering Sipp and income drawdown accounts. The aim is to identify those platforms that offer the best value for different sizes of pension pot, and also to look at how the additional charges linked to drawing an income affect the sums, using the Lang Cat’s brilliant ‘heatmap’ tables to show just how the various offerings stack up against each other.

Meanwhile, Kyle Caldwell has been digging deep to reveal the huge amount of investors’ money in the most consistently awful funds – those that have remained in the fourth quartile of their sector over all timeframes. He highlights the worst culprits and outlines some ways to ensure your money never ends up in these duds.

Elsewhere in a packed issue, we examine the most tactical uses of Sipps and Isas; provide a checklist of potential pension pitfalls in the aftermath of the pension freedoms introduced in 2015; assess the real impact of the new residential nil rate band on the growing number of households affected by inheritance tax; and suggest various ways to cover the costs of long-term care. Oh, and don’t miss a one-off perspective on the investment options for a 20 year old, courtesy of Son of Share Sleuth.

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