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: Wednesday 23 August 2017 TIME: 06:51

Investment Return Profit / Loss %
Holdings 100,017.87 102,560.18 +2,542.31 +2.54
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Small Companies Dividend Trust (SDV) 4,385 £2.28 £10,962.50 +964.70 (+9.65%)
TR Property IT (TRY) 3,188 £3.14 £11,620.26 +1,609.94 (+16.08%)
Artemis Global Income R Inc (PKGLBI)  9,937 £1.01 £9,285.13 -£751.24 (-7.49%)
AXA Distribution Z Inc (SNDIIA)  11,363 £1.32 £15,078.70 +£79.54 (+0.53%)
Legg Mason IFClBrGlEqInc X Inc (JRAAAC)  7,047 £1.42 £10,253.39 +£246.65 (+2.46%)
MI MitonCautMthInc B Inc (8TIUAS)  11,367 £1.32 £15,085.25 +£80.81 (+0.54%)
Neptune US Income C Inc GBP (NEMTVA)  6,045 £1.65 £9,913.80 -£60.45 (-0.61%)
R&M UK Equity Income B (RMUKEQ)  1,903 £5.25 £10,263.64 +£272.89 (+2.73%)
Rathbone Income I Inc (LENCME)  1,014 £9.86 £10,097.51 +£99.47 (+0.99%)

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

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