Nice little earner: smaller portfolios can produce valuable income, we show you how

Money Observer magazine cover, March 2018 issue

The Isa season is gathering pace, and the new March issue boasts a wealth of ideas on how to invest your allowance before the tax year ends. First, don’t miss our free 2018 Rated Funds supplement – a directory version of the 262 outstanding funds, trusts and ETFs selected by Money Observer’s Investment Committee to guide you to some of the best investment choices out there.

Our shortlist is designed to cater for the broadest range of investors, so whether you’re a beginner looking for a steady ‘one-shop stop’ fund or an experienced growth investor keen to spice up your portfolio with a high-octane specialist holding, there’s a Rated Fund to suit your needs.

For full performance details and analysis for the new Rated Funds, plus much more, pick up a copy of Your Fund Choices 2018. It’s available for just £9.99 from good newsagents or at

Our cover story focuses on the dilemma faced by many Money Observer readers with smaller portfolios – how best to generate a decent and sustainable income with only limited capital. As well as looking at the strategies and pitfalls involved, we also outline a range of portfolios geared to different investment risk profiles, designed to produce yields of up to 6 per cent.

The Isa theme continues in the main magazine, with the annual review of our high-yield blue-chip Dogs of the Footsie portfolio. This year the Dogs’ returns have been damaged by Capita’s late-January dividend cut, but over the longer term the portfolio still performs impressively, so don’t miss the 2018 line-up of highest-yielding FTSE 100 companies. We also reveal how the Money Observer team of investment writers are investing their allowances this year.

There’s an exclusive interview with star fund manager Neil Woodford: his funds have struggled painfully over recent months, but he still has faith in his approach. And if you’re thinking of switching fund platforms, do take a look at our feature on how to minimise the costs involved. Finally, what can people do as they enter retirement to ensure they remain in as low a tax bracket as possible? We’ve rounded up a host of sensible suggestions.

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