Purposeful portfolios: Capital Conserver

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 Capital Conserver portfolio, run by Rob Morgan of Charles Stanley, is designed for cautious investors who want steady capital growth with minimum volatility or risk to their capital.  It is updated in Money Observer each May, September and January.

You can read the latest Capital Conserver update here

TODAY: Friday 24 November 2017 TIME: 08:05

Investment Return Profit / Loss %
Holdings 96,220.29 98,278.56 +2,058.27 +2.14
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
F&C Commercial Property (FCPT) 3,455 £1.447 £4,954.47 -44.91 (-0.90%)
International Public Ptnrshp (INPP) 3,205 £1.56 £5,115.18 +115.38 (+2.31%)
Perpetual Income & Growth IT (PLI) 2,661 £3.758 £10,013.34 +13.30 (+0.13%)
Standard Life Equity Income Trust (SLET) 1,209 £4.135 £5,700.43 +701.22 (+14.03%)
Gold Bullion Securities GBP (GBSS) 53 £94.64 £4,864.34 -151.58 (-3.02%)
Artemis Global Income I Acc (PKGLBL)  3,821 £1.3083 £5,131.99 +£132.97 (+2.66%)
Aviva Inv Strategic Bond 1 Inc (NUSB1)  13,563 £0.7373 £9,940.32 -£59.68 (-0.60%)
Henderson Strategic Bond I Inc (HEEHYI)  4,600 £1.35 £6,320.40 +£110.40 (+1.78%)
Jupiter Absolute Return I Acc (RWAABG)  17,899 £0.5587 £10,053.87 +£53.70 (+0.54%)
Jupiter Strategic Bond I Acc (RWAABC)  5,166 £0.9677 £5,302.90 +£303.76 (+6.08%)
M&G Global Dividend R Acc GBP (MGJAAL)  5,583 £1.791 £10,307.89 +£308.74 (+3.09%)
M&G Recovery R Acc GBP (MGDAAA)  3,853 £1.2975 £5,110.23 +£110.97 (+2.22%)
Newton Real Return I W Acc (RSNUET)  8,846 £1.1304 £10,374.59 +£375.07 (+3.75%)
Stan Life Inv GlAbsRtStr R Pf 1 A (STGLOB)  8,635 £0.579 £5,088.61 +£88.94 (+1.78%)

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

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