The £100,000 Growth Portfolio

Mick Gilligan, head of research at wealth manager Killik & Co, manages this hypothetical £100,000 growth-oriented portfolio for Money Observer. It comprises a mixture of UK and global funds and investment companies that are invested primarily in equities. It also includes exposure to fixed interest funds and other asset classes such as commodities when Gilligan feels this is appropriate. This growth portfolio broadly reflects the investments that Killik & Co would suggest for many of its clients.

All of our adviser-built portfolios are reset on their fifth anniversary. In the five-year period to 1 October 2013 the previous growth portfolio (also managed by Gilligan) recorded a gain of 80 per cent after dealing charges. 

We use £100,000 as a starting value for the portfolio, but investors interested in acting on the portfolio ideas can apply their own starting value. Wherever possible, we have used the least expensive fund share class that is currently available to private investors. 

This portfolio is updated every quarter (February, May, August, November) in Money Observer magazine, as well as online. Subscribe to our email newsletter for alerts to any changes to the portfolio.

You can view our most recent growth portfolio update here.

Portfolio investments start date: 2 January 2014

Subsequent trading history

January 2017: Sold Odey Swan (80 shares @ £57.016 for £4,561.28. Bought 3,377 shares in Syncona (formerly BACIT)  @132.35p (£4,469.46).

18 September 2015: Sell 20 units of Veritas Global Equity Income at 162.38p each for £3247.60. Bought 2,306 units of Fidelity Global Dividend at 138p each for the the sum £3214.41. Cash balance of the portfolio increases to £1.36.

23 January 2015: Sell 6343 units in Invesco Perpetual Income. Buy 16,505 units in CFWoodford Equity Income.

26 June 2014: Sell 143 units in BlackRock Gold & General fund @ 799.1p and 7,622 units of Axa Framlington UK Select Opportunities @ 131.2p. Buy 7,376 units in Majedie UK Income at 149.5p.

16 May 2014: Sell 354 units of M&G Global Basics at 1092.72p. Proceeds reinvested into 20 units of Veritas Global Equity Income at £183.4 per unit.

29 January 2014: Sell all 15,310 units in Jupiter Absolute Return for £7457.68. Buy: 4301 shares in Bluecrest All Blue £ at £1.722

TODAY: Thursday 29 June 2017 TIME: 06:07

Investment Return Profit / Loss %
Holdings 130,532.40
Cash 1.36
Total 100,000.00 130,533.76 +30,533.76 +30.53
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
BH Macro GBP (BHMG) 97 £20.79 £1,833.30 -183.33 (-9.09%)
Highbridge Multi-Strategy Fund GBP (HMSF) 4,301 £1.722 £8,989.09 +1,582.77 (+21.37%)
Syncona (SYNC) 3,377 £1.3235 £5,453.85 +984.40 (+22.03%)
HSBC MSCI Japan (HMJP) 108 £16.90 £2,612.52 +787.32 (+43.14%)
AXA Framlington UK Sel Opps ZI Acc (FRSLCO)  10,988 £1.33 £17,492.90 +£2,878.86 (+19.70%)
CF Woodford Eq Inc C Acc GBP (CFAAIC)  16,505 £1.1218 £22,583.79 +£4,068.48 (+21.97%)
Fidelity Global Dividend W Acc (FICNRI)  2,306 £1.38 £4,674.26 +£1,491.98 (+46.88%)
Invesco Perp Corporate Bd Z Acc (BRGAAU)  2,098 £2.1317 £5,252.55 +£780.25 (+17.45%)
M&G Strategic Corp Bd I Acc GBP (MGDAAG)  190 £10.5244 £2,441.75 +£442.11 (+22.11%)
Majedie UK Income X A (MACSDF)  7,376 £1.495 £14,301.33 +£3,274.21 (+29.69%)
Stewart Investors AsPcLd B GBP Ac (CFAPLB)  1,803 £4.2381 £12,231.55 +£4,590.26 (+60.07%)
Findlay Park American USD (5FPUS)  395 $71.40 $38,528.30 +10,325.30 (+36.61%)
The Emerging World A Ret $ (HCEWUR)  50 $65.93 $3,795.50 +499.00 (+15.14%)

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

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