Growth Portfolio

Killik & Co’s Mick Gilligan manages this hypothetical £100,000 portfolio for Money Observer, with a mixture of equity and bonds funds covering a global spectrum.

This model portfolio is updated every quarter in Money Observer magazine. Subscribe to our weekly e-update for alerts to any intra-month changes to the portfolio.

Portfolio investments start date: Friday 17 October 2008

TODAY: Friday 30 July 2010 TIME: 05:33

Summary
Portfolio Total Investment Total Return Profit / Loss % Currency
Holdings 84,549.94 102,578.53 +18,028.60 +21.32 GBP
 
 25,726.95 34,559.10 +8,832.15 +34.33 USD
Cash 7,199.00 7,199.00 +0.00 +0.00 GBP
Overall Total 91,748.94 109,777.53 +18,028.60 +19.65 GBP
 
 25,726.95 34,559.10 +8,832.15 +34.33 USD
Name Shares / Units Cost Current Value Profit / Loss
BH Macro Ltd (BHMG.L) 180 £13.55 £3,330.00 +891.00 (+36.53%)
AXA Framlington UK Select Opps Acc (FRCAPA)  845 £11.70 £14,660.75 +£4,774.25 (+48.29%)
AXA Framlington UK Select Opps Acc (FRCAPA)  739 £16.57 £12,821.65 +£576.42 (+4.71%)
BlackRock Gold & General A Acc (CPGGA)  Package information 273 £11.20 £3,581.76 +£524.16 (+17.14%)
Cazenove UK Absolute Target P1 GBP (CBPRO)  6,850 £1.0043 £6,858.90 -£20.55 (-0.30%)
First State AsiaPacLdrs A Acc GBP (CFAPLA)  1,349 £2.966 £4,109.32 +£108.19 (+2.70%)
First State AsiaPacLdrs A Acc GBP (CFAPLA)  3,000 £1.8167 £9,138.60 +£3,688.50 (+67.68%)
Invesco Perp Corporate Bond Acc (PPPB)  4,800 £1.0302 £6,714.72 +£1,769.76 (+35.79%)
Invesco Perp Income Acc (PPINCA)  1,120 £13.2334 £19,047.06 +£4,225.65 (+28.51%)
Jupiter International Financials (RWJUPR)  26,931 £0.4865 £12,442.12 -£659.81 (-5.04%)
City Of London Emg Wld Ret GBP (HCEWGR)  93 £21.24 £3,529.35 +£1,554.03 (+78.67%)
Findlay Park American Sm Cos USD (5FPUS)  855 $30.09 $34,559.10 +8,832.15 (+34.33%)
Polar Capital Healthcare Opp GBP (PLHCOG)  510 £4.76 £2,677.50 +£249.90 (+10.29%)
Thames River High Income New GBP (TFNSD)  445 £7.46 £3,666.80 +£347.10 (+10.46%)

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

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