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.

TODAY: Sunday 20 August 2017 TIME: 19:56

Investment Return Profit / Loss %
Holdings 99,343.78
Cash 5,000.00
Total 99,379.74 104,343.78 +4,964.04 +5.00
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA)  571.53 £13.98 £8,675.83 +£685.84 (+8.58%)
BlackRock European Dyn FD Acc (MYAABU)  3,417.81 £1.46 £5,625.72 +£635.71 (+12.74%)
CF Lindsell Train UK Equity Acc (ADLIND)  1,143.27 £3.49 £4,316.99 +£326.98 (+8.19%)
CF Miton UK Multi Cap Inc B I Acc (CGAAKU)  1,676.47 £2.38 £4,272.65 +£282.65 (+7.08%)
H2O MultiReturns N GI (7GAAAU)  3,564.29 £1.40 £5,010.68 +£20.67 (+0.41%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL)  2,481.5 £2.41 £6,054.86 +£74.44 (+1.24%)
iShares Corp BdIndx (UK) D A (MYKAAP)  3,326.67 £1.50 £5,093.13 +£103.13 (+2.07%)
Jupiter Strategic Bond I Acc (RWAABC)  4,990 £1.00 £5,092.79 +£102.79 (+2.06%)
Kames Property Income Feeder Acc B (K1AAAE)  3,992 £1.25 £5,090.60 +£100.60 (+2.02%)
L&G All StcksIdxLkdGltIdx Tst M Acc (LGASIL)  3,642.34 £1.37 £4,924.44 -£65.56 (-1.31%)
Marlborough Special Sits P Acc (FMCIAL)  269.78 £14.79 £4,431.14 +£441.09 (+11.05%)
Royal London UK Equity Inc M Acc (RLCBTM)  2,189.9 £1.82 £4,114.82 +£129.20 (+3.24%)
Schroder Asian Alpha Plus Z Acc (SILPHA)  9,079.55 £0.88 £8,836.22 +£846.21 (+10.59%)
TwentyFour Dyn Bd I NetAcc (TFITNS)  32.51 £153.49 £5,180.69 +£190.73 (+3.82%)
Vanguard US Equity Index A (VVUSEI)  15.1 £396.60 £5,979.59 -£9.07 (-0.15%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP)  2,918.13 £1.71 £5,398.54 +£408.54 (+8.19%)
Old Mutual GblEqAbsRtn RHg Acc GBP (VOAAFO)  3,674.85 £1.63 £6,173.75 +£183.74 (+3.07%)
Royal London ShtDr GblHY Bd M Acc (RLXYA)  4,990 £0.915 £5,071.34 +£505.49 (+11.07%)

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

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