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 23 April 2018 TIME: 02:59

Investment Return Profit / Loss %
Holdings 97,108.11
Cash 5,000.00
Total 99,379.74 102,108.11 +2,728.37 +2.75
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA) 571.53 £13.98 £9,367.38 +£1,377.39 (+17.24%)
BlackRock European Dyn FD Acc (MYAABU) 3,417.81 £1.46 £5,673.56 +£683.56 (+13.70%)
H2O MultiReturns N GI (7GAAAU) 3,564.29 £1.40 £5,470.12 +£480.11 (+9.62%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL) 2,481.5 £2.41 £5,954.86 -£25.56 (-0.43%)
iShares Corp BdIndx (UK) D A (MYKAAP) 3,326.67 £1.50 £5,019.95 +£29.94 (+0.60%)
Jupiter Strategic Bond I Acc (RWAABC) 4,990 £1.00 £5,052.38 +£62.38 (+1.25%)
Kames Property Income Feeder Acc B (K1AAAE) 3,992 £1.25 £5,279.82 +£289.82 (+5.81%)
LF Lindsell Train UK Equity Acc (ADLIND) 1,143.27 £3.49 £4,413.14 +£423.12 (+10.60%)
LF Miton UK Multi Cap Inc B I Acc (CGAAKU) 1,676.47 £2.38 £4,438.45 +£448.46 (+11.24%)
Marlborough Special Sits P Acc (FMCIAL) 269.78 £14.79 £4,774.65 +£784.60 (+19.66%)
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 £4,233.08 +£247.46 (+6.21%)
Schroder Asian Alpha Plus Z Acc (SILPHA) 9,079.55 £0.88 £9,188.50 +£1,198.50 (+15.00%)
TwentyFour Dyn Bd I NetAcc (TFITNS) 32.51 £153.49 £5,295.30 +£305.34 (+6.12%)
Vanguard US Equity Index A (VVUSEI) 15.1 £396.60 £6,098.10 +£109.44 (+1.83%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP) 2,918.13 £1.71 £5,249.72 +£259.71 (+5.20%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO) 3,674.85 £1.63 £6,479.86 +£489.86 (+8.18%)
Royal London ShtDr GblHY Bd M Acc (RLXYA) 4,990 £0.915 £5,119.24 +£553.39 (+12.12%)

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

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