Purposeful portfolios: Higher 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 Higher Income portfolio is designed for income-focused investors looking for a generous yield of around 5 per cent, if necessary utilising an element of capital growth. The underlying portfolio will aim to at least maintain its real value.

You can read the latest Higher Income update here.

TODAY: Sunday 17 December 2017 TIME: 13:21

Investment Return Profit / Loss %
Holdings 100,017.87 103,280.95 +3,263.08 +3.26
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Small Companies Dividend Trust (SDV) 4,385 £2.28 £10,962.50 +964.70 (+9.65%)
TR Property IT (TRY) 3,188 £3.14 £11,929.50 +1,919.18 (+19.17%)
Artemis Global Income R Inc (PKGLBI) 9,937 £1.01 £9,419.28 -£617.09 (-6.15%)
AXA Distribution Z Inc (SNDIIA) 11,363 £1.32 £15,135.52 +£136.36 (+0.91%)
Legg Mason IFClBrGlEqInc X Inc (JRAAAC) 7,047 £1.42 £10,140.63 +£133.89 (+1.34%)
MI MitonCautMthInc B Inc (8TIUAS) 11,367 £1.32 £15,293.76 +£289.32 (+1.93%)
Neptune US Income C Inc GBP (NEMTVA) 6,045 £1.65 £10,349.04 +£374.79 (+3.76%)
R&M UK Equity Income B (RMUKEQ) 1,903 £5.25 £10,287.62 +£296.87 (+2.97%)
Rathbone Income I Inc (LENCME) 1,014 £9.86 £9,763.10 -£234.94 (-2.35%)

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

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