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.

You can read the latest Long-Term growth update here.

TODAY: Monday 19 February 2018 TIME: 18:10

Investment Return Profit / Loss %
Holdings 96,273.14
Cash 5,000.00
Total 99,379.74 101,273.14 +1,893.40 +1.91
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA) 571.53 £13.98 £9,350.23 +£1,360.24 (+17.02%)
BlackRock European Dyn FD Acc (MYAABU) 3,417.81 £1.46 £5,779.52 +£789.51 (+15.82%)
H2O MultiReturns N GI (7GAAAU) 3,564.29 £1.40 £5,081.96 +£91.96 (+1.84%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL) 2,481.5 £2.41 £5,965.77 -£14.64 (-0.24%)
iShares Corp BdIndx (UK) D A (MYKAAP) 3,326.67 £1.50 £4,996.66 +£6.65 (+0.13%)
Jupiter Strategic Bond I Acc (RWAABC) 4,990 £1.00 £5,062.35 +£72.35 (+1.45%)
Kames Property Income Feeder Acc B (K1AAAE) 3,992 £1.25 £5,227.12 +£237.12 (+4.75%)
LF Lindsell Train UK Equity Acc (ADLIND) 1,143.27 £3.49 £4,304.87 +£314.86 (+7.89%)
LF Miton UK Multi Cap Inc B I Acc (CGAAKU) 1,676.47 £2.38 £4,330.15 +£340.16 (+8.53%)
Marlborough Special Sits P Acc (FMCIAL) 269.78 £14.79 £4,630.96 +£640.92 (+16.06%)
n/a (LGASIL) 3,642.34 1.37 0.00 -4,990.01 (-100.00%)
Royal London UK Equity Inc M Acc (RLCBTM) 2,189.9 £1.82 £4,154.24 +£168.62 (+4.23%)
Schroder Asian Alpha Plus Z Acc (SILPHA) 9,079.55 £0.88 £9,388.25 +£1,398.25 (+17.50%)
TwentyFour Dyn Bd I NetAcc (TFITNS) 32.51 £153.49 £5,274.42 +£284.46 (+5.70%)
Vanguard US Equity Index A (VVUSEI) 15.1 £396.60 £6,222.67 +£234.01 (+3.91%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP) 2,918.13 £1.71 £5,038.44 +£48.44 (+0.97%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO) 3,674.85 £1.63 £6,376.23 +£386.23 (+6.45%)
Royal London ShtDr GblHY Bd M Acc (RLXYA) 4,990 £0.915 £5,089.30 +£523.45 (+11.46%)

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

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