Purposeful portfolios: Capital Conserver

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Money Observer’s new series of four ‘purposeful portfolios’ are designed to address readers’ specific financial needs, with two growth-oriented portfolios and two targeting income requirements. These notional £100,000 portfolios are run by financial experts and were launched on 1 April 2017; we run updates from the manager in the magazine every four months.

The Capital Conserver portfolio, run by Rob Morgan of Charles Stanley, is designed for cautious investors who want steady capital growth with minimum volatility or risk to their capital.  It is updated in Money Observer each May, September and January.

You can read the latest Capital Conserver update here

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