The £100,000 Balanced Portfolio
**Find out what impact, if any, the Brexit vote will have on some of our portfolios.
This balanced portfolio, managed by Roddy Kohn at Kohn Cougar, is invested in funds, investment trusts, shares and exchange traded funds, across different asset classes. A portfolio review and outlook appears every three months. The previous incarnation of this portfolio returned close to 90 per cent (after charges) from its inception on 17 March 2009.
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You can view the most recent balanced portfolio update here.
Portfolio investments start date: 4 March 2014
October 2015 quarterly review No trades
June 2015 quarterly review No trades
9 February 2015 Purchased 429 shares in the ETFS Brent 1 month (£) exchange traded fund at 2,326 pence
September 2014: Sell holding in Jupiter European Special Situations; buy 6,717 units in FP Argonaut European Enhanced Income at 145p.
46 shares in Personal Assets Trust @ £329.00
5,475 units of JOHambro UK Equity Income Ret Acc @ £2.74
715 shares in I-Shares MSCI World @ £20.96
7,108 units in JOHambro Japan (Sterling Hedged) @ £1.41
3,259 units in Jupiter European Special Situations Acc @ £3.07
2,800 shares in Segro PLC Ord 10p @ £3.57
2,390 shares in 3i Group @ £4.18
8,785 shares in Picton Property Income @ £0.57