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: Wednesday 18 October 2017 TIME: 17:30

Investment Return Profit / Loss %
Holdings 101,276.52
Cash 5,000.00
Total 99,379.74 106,276.52 +6,896.78 +6.94
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA)  571.53 £13.98 £9,007.31 +£1,017.32 (+12.73%)
BlackRock European Dyn FD Acc (MYAABU)  3,417.81 £1.46 £5,820.53 +£830.53 (+16.64%)
CF Lindsell Train UK Equity Acc (ADLIND)  1,143.27 £3.49 £4,404.10 +£414.09 (+10.38%)
CF Miton UK Multi Cap Inc B I Acc (CGAAKU)  1,676.47 £2.38 £4,343.40 +£353.40 (+8.86%)
H2O MultiReturns N GI (7GAAAU)  3,564.29 £1.40 £5,076.97 +£86.97 (+1.74%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL)  2,481.5 £2.41 £5,988.11 +£7.69 (+0.13%)
iShares Corp BdIndx (UK) D A (MYKAAP)  3,326.67 £1.50 £5,046.56 +£56.55 (+1.13%)
Jupiter Strategic Bond I Acc (RWAABC)  4,990 £1.00 £5,091.80 +£101.80 (+2.04%)
Kames Property Income Feeder Acc B (K1AAAE)  3,992 £1.25 £5,132.12 +£142.12 (+2.85%)
L&G All StcksIdxLkdGltIdx Tst M Acc (LGASIL)  3,642.34 £1.37 £4,949.94 -£40.07 (-0.80%)
Marlborough Special Sits P Acc (FMCIAL)  269.78 £14.79 £4,583.89 +£593.84 (+14.88%)
Royal London UK Equity Inc M Acc (RLCBTM)  2,189.9 £1.82 £4,252.79 +£267.17 (+6.70%)
Schroder Asian Alpha Plus Z Acc (SILPHA)  9,079.55 £0.88 £9,306.54 +£1,316.53 (+16.48%)
TwentyFour Dyn Bd I NetAcc (TFITNS)  32.51 £153.49 £5,224.22 +£234.26 (+4.69%)
Vanguard US Equity Index A (VVUSEI)  15.1 £396.60 £6,206.50 +£217.84 (+3.64%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP)  2,918.13 £1.71 £5,385.12 +£395.11 (+7.92%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO)  3,674.85 £1.63 £6,359.33 +£369.32 (+6.17%)
Royal London ShtDr GblHY Bd M Acc (RLXYA)  4,990 £0.915 £5,097.29 +£531.44 (+11.64%)

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

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