Purposeful portfolios: Higher income

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 Higher Income portfolio is designed for income-focused investors looking for a generous yield of around 5 per cent, if necessary utilising an element of capital growth. The underlying portfolio will aim to at least maintain its real value.

TODAY: Saturday 21 October 2017 TIME: 21:15

Investment Return Profit / Loss %
Holdings 100,017.87 104,992.08 +4,974.21 +4.97
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Small Companies Dividend Trust (SDV) 4,385 £2.28 £11,751.80 +1,754.00 (+17.54%)
TR Property IT (TRY) 3,188 £3.14 £11,990.07 +1,979.75 (+19.78%)
Artemis Global Income R Inc (PKGLBI)  9,937 £1.01 £9,558.40 -£477.97 (-4.76%)
AXA Distribution Z Inc (SNDIIA)  11,363 £1.32 £15,226.42 +£227.26 (+1.52%)
Legg Mason IFClBrGlEqInc X Inc (JRAAAC)  7,047 £1.42 £10,380.23 +£373.49 (+3.73%)
MI MitonCautMthInc B Inc (8TIUAS)  11,367 £1.32 £15,430.11 +£425.67 (+2.84%)
Neptune US Income C Inc GBP (NEMTVA)  6,045 £1.65 £10,234.18 +£259.93 (+2.61%)
R&M UK Equity Income B (RMUKEQ)  1,903 £5.25 £10,421.21 +£430.46 (+4.31%)
Rathbone Income I Inc (LENCME)  1,014 £9.86 £9,999.66 +£1.62 (+0.02%)

Current value calculated using data at least 15 minutes delayed. Source: Interactive Investor.

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