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: Friday 20 October 2017 TIME: 02:56

Investment Return Profit / Loss %
Holdings 101,378.20
Cash 5,000.00
Total 99,379.74 106,378.20 +6,998.46 +7.04
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA)  571.53 £13.98 £9,070.18 +£1,080.19 (+13.52%)
BlackRock European Dyn FD Acc (MYAABU)  3,417.81 £1.46 £5,837.62 +£847.62 (+16.99%)
CF Lindsell Train UK Equity Acc (ADLIND)  1,143.27 £3.49 £4,416.34 +£426.33 (+10.68%)
CF Miton UK Multi Cap Inc B I Acc (CGAAKU)  1,676.47 £2.38 £4,337.03 +£347.03 (+8.70%)
H2O MultiReturns N GI (7GAAAU)  3,564.29 £1.40 £5,091.94 +£101.94 (+2.04%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL)  2,481.5 £2.41 £6,000.02 +£19.60 (+0.33%)
iShares Corp BdIndx (UK) D A (MYKAAP)  3,326.67 £1.50 £5,053.21 +£63.21 (+1.27%)
Jupiter Strategic Bond I Acc (RWAABC)  4,990 £1.00 £5,100.28 +£110.28 (+2.21%)
Kames Property Income Feeder Acc B (K1AAAE)  3,992 £1.25 £5,136.91 +£146.91 (+2.94%)
L&G All StcksIdxLkdGltIdx Tst M Acc (LGASIL)  3,642.34 £1.37 £4,902.59 -£87.42 (-1.75%)
Marlborough Special Sits P Acc (FMCIAL)  269.78 £14.79 £4,584.88 +£594.84 (+14.91%)
Royal London UK Equity Inc M Acc (RLCBTM)  2,189.9 £1.82 £4,252.79 +£267.17 (+6.70%)
Schroder Asian Alpha Plus Z Acc (SILPHA)  9,079.55 £0.88 £9,270.22 +£1,280.22 (+16.02%)
TwentyFour Dyn Bd I NetAcc (TFITNS)  32.51 £153.49 £5,230.23 +£240.27 (+4.82%)
Vanguard US Equity Index A (VVUSEI)  15.1 £396.60 £6,212.50 +£223.84 (+3.74%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP)  2,918.13 £1.71 £5,424.22 +£434.22 (+8.70%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO)  3,674.85 £1.63 £6,358.96 +£368.95 (+6.16%)
Royal London ShtDr GblHY Bd M Acc (RLXYA)  4,990 £0.915 £5,098.28 +£532.43 (+11.66%)

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

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