Purposeful portfolios: Regular 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 Regular Income portfolio, run by James Brumwell, an investment trust specialist, is designed for retirees looking to produce a steady, regular income flow through the year, with an element of capital growth to keep ahead of inflation. It is updated in Money Observer each June, October and February.

You can read the latest Regular Income update here

TODAY: Thursday 21 September 2017 TIME: 06:00

Investment Return Profit / Loss %
Holdings 99,525.75 103,851.25 +4,325.50 +4.35
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
General Accident 8.875% CIP (GACA) 4,750 £1.515 £7,908.75 +712.50 (+9.90%)
NatWest 9% A Non-Cum Prf (NWBD) 5,150 £1.40 £7,828.00 +618.00 (+8.57%)
City of London IT (CTY) 1,700 £4.16 £7,145.10 +73.10 (+1.03%)
CQS New City Hgh Yld Fund (NCYF) 11,500 £0.6225 £7,043.75 -115.00 (-1.61%)
F&C Commercial Property (FCPT) 5,000 £1.445 £7,425.00 +200.00 (+2.77%)
Finsbury Gwth & Inc (FGT) 700 £6.94 £5,120.50 +262.50 (+5.40%)
HICL Infrastructure Company (HICL) 4,250 £1.69 £6,927.50 -255.00 (-3.55%)
Invesco Perp Enh Income (IPE) 9,000 £0.79 £7,155.00 +45.00 (+0.63%)
JPMorgan Global Growth & Income (JPGI) 2,400 £2.92 £7,368.00 +360.00 (+5.14%)
Merchants Trust (MRCH) 1,500 £4.715 £7,147.50 +75.00 (+1.06%)
Murray International Trust (MYI) 575 £12.15 £7,279.50 +293.25 (+4.20%)
RIT Capital Partners (RCP) 250 £18.75 £4,835.00 +147.50 (+3.15%)
Scottish American Investment Co (SCAM) 2,100 £3.34 £7,518.00 +504.00 (+7.19%)
Scottish Mortgage IT (SMT) 1,300 £3.66 £5,444.40 +686.40 (+14.43%)
Standard Life Equity Income Trust (SLET) 1,700 £4.11 £7,705.25 +718.25 (+10.28%)

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

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