Purposeful portfolios: Long-Term Growth

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 Long-Term Growth portfolio is designed for investors who are seeking attractive levels of capital growth over the long term and are comfortable with a moderate amount of risk.

You can read the latest Long-Term growth update here.

TODAY: Sunday 25 February 2018 TIME: 05:21

Investment Return Profit / Loss %
Holdings 96,566.68
Cash 5,000.00
Total 99,379.74 101,566.68 +2,186.94 +2.20
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA) 571.53 £13.98 £9,435.96 +£1,445.97 (+18.10%)
BlackRock European Dyn FD Acc (MYAABU) 3,417.81 £1.46 £5,735.09 +£745.08 (+14.93%)
H2O MultiReturns N GI (7GAAAU) 3,564.29 £1.40 £5,123.31 +£133.30 (+2.67%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL) 2,481.5 £2.41 £5,969.74 -£10.67 (-0.18%)
iShares Corp BdIndx (UK) D A (MYKAAP) 3,326.67 £1.50 £5,016.62 +£26.61 (+0.53%)
Jupiter Strategic Bond I Acc (RWAABC) 4,990 £1.00 £5,064.35 +£74.35 (+1.49%)
Kames Property Income Feeder Acc B (K1AAAE) 3,992 £1.25 £5,227.92 +£237.92 (+4.77%)
LF Lindsell Train UK Equity Acc (ADLIND) 1,143.27 £3.49 £4,353.80 +£363.79 (+9.12%)
LF Miton UK Multi Cap Inc B I Acc (CGAAKU) 1,676.47 £2.38 £4,345.58 +£355.58 (+8.91%)
Marlborough Special Sits P Acc (FMCIAL) 269.78 £14.79 £4,647.26 +£657.21 (+16.47%)
n/a (LGASIL) 3,642.34 1.37 0.00 -4,990.01 (-100.00%)
Royal London UK Equity Inc M Acc (RLCBTM) 2,189.9 £1.82 £4,156.43 +£170.81 (+4.29%)
Schroder Asian Alpha Plus Z Acc (SILPHA) 9,079.55 £0.88 £9,524.45 +£1,534.44 (+19.20%)
TwentyFour Dyn Bd I NetAcc (TFITNS) 32.51 £153.49 £5,274.18 +£284.22 (+5.70%)
Vanguard US Equity Index A (VVUSEI) 15.1 £396.60 £6,203.89 +£215.23 (+3.59%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP) 2,918.13 £1.71 £4,984.75 -£5.25 (-0.11%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO) 3,674.85 £1.63 £6,415.55 +£425.55 (+7.10%)
Royal London ShtDr GblHY Bd M Acc (RLXYA) 4,990 £0.915 £5,087.80 +£521.95 (+11.43%)

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

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