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.

TODAY: Sunday 20 August 2017 TIME: 19:55

Investment Return Profit / Loss %
Holdings 100,017.87 102,209.11 +2,191.24 +2.19
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 £11,674.46 +1,664.14 (+16.62%)
Artemis Global Income R Inc (PKGLBI)  9,937 £1.01 £9,197.69 -£838.68 (-8.36%)
AXA Distribution Z Inc (SNDIIA)  11,363 £1.32 £15,010.52 +£11.36 (+0.08%)
Legg Mason IFClBrGlEqInc X Inc (JRAAAC)  7,047 £1.42 £10,161.77 +£155.03 (+1.55%)
MI MitonCautMthInc B Inc (8TIUAS)  11,367 £1.32 £15,037.71 +£33.27 (+0.22%)
Neptune US Income C Inc GBP (NEMTVA)  6,045 £1.65 £9,859.40 -£114.85 (-1.15%)
R&M UK Equity Income B (RMUKEQ)  1,903 £5.25 £10,202.17 +£211.42 (+2.12%)
Rathbone Income I Inc (LENCME)  1,014 £9.86 £10,102.89 +£104.85 (+1.05%)

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

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