Purposeful portfolios: Long-Term Growth

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 Long-Term Growth portfolio is designed for investors who are seeking attractive levels of capital growth over the long term and are comfortable with a moderate amount of risk.

TODAY: Wednesday 23 August 2017 TIME: 06:51

Investment Return Profit / Loss %
Holdings 99,607.75
Cash 5,000.00
Total 99,379.74 104,607.75 +5,228.01 +5.26
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA)  571.53 £13.98 £8,698.69 +£708.70 (+8.87%)
BlackRock European Dyn FD Acc (MYAABU)  3,417.81 £1.46 £5,666.73 +£676.73 (+13.56%)
CF Lindsell Train UK Equity Acc (ADLIND)  1,143.27 £3.49 £4,349.80 +£359.79 (+9.02%)
CF Miton UK Multi Cap Inc B I Acc (CGAAKU)  1,676.47 £2.38 £4,303.83 +£313.84 (+7.87%)
H2O MultiReturns N GI (7GAAAU)  3,564.29 £1.40 £5,006.40 +£16.40 (+0.33%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL)  2,481.5 £2.41 £6,029.30 +£48.89 (+0.82%)
iShares Corp BdIndx (UK) D A (MYKAAP)  3,326.67 £1.50 £5,099.79 +£109.78 (+2.20%)
Jupiter Strategic Bond I Acc (RWAABC)  4,990 £1.00 £5,093.29 +£103.29 (+2.07%)
Kames Property Income Feeder Acc B (K1AAAE)  3,992 £1.25 £5,091.80 +£101.80 (+2.04%)
L&G All StcksIdxLkdGltIdx Tst M Acc (LGASIL)  3,642.34 £1.37 £4,935.37 -£54.64 (-1.09%)
Marlborough Special Sits P Acc (FMCIAL)  269.78 £14.79 £4,441.04 +£450.99 (+11.30%)
Royal London UK Equity Inc M Acc (RLCBTM)  2,189.9 £1.82 £4,134.53 +£148.91 (+3.74%)
Schroder Asian Alpha Plus Z Acc (SILPHA)  9,079.55 £0.88 £8,991.48 +£1,001.47 (+12.53%)
TwentyFour Dyn Bd I NetAcc (TFITNS)  32.51 £153.49 £5,177.15 +£187.19 (+3.75%)
Vanguard US Equity Index A (VVUSEI)  15.1 £396.60 £5,966.98 -£21.68 (-0.36%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP)  2,918.13 £1.71 £5,373.44 +£383.44 (+7.68%)
Old Mutual GblEqAbsRtn RHg Acc GBP (VOAAFO)  3,674.85 £1.63 £6,177.79 +£187.78 (+3.13%)
Royal London ShtDr GblHY Bd M Acc (RLXYA)  4,990 £0.915 £5,070.34 +£504.49 (+11.05%)

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

Comments

Post new comment

By submitting this form, you accept the Mollom privacy policy.