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: Wednesday 13 December 2017 TIME: 11:07

Investment Return Profit / Loss %
Holdings 97,564.38
Cash 5,000.00
Total 99,379.74 102,564.38 +3,184.64 +3.20
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA) 571.53 £13.98 £9,481.68 +£1,491.69 (+18.67%)
BlackRock European Dyn FD Acc (MYAABU) 3,417.81 £1.46 £5,806.86 +£816.86 (+16.37%)
CF Lindsell Train UK Equity Acc (ADLIND) 1,143.27 £3.49 £4,434.29 +£444.27 (+11.13%)
CF Miton UK Multi Cap Inc B I Acc (CGAAKU) 1,676.47 £2.38 £4,373.74 +£383.74 (+9.62%)
H2O MultiReturns N GI (7GAAAU) 3,564.29 £1.40 £5,277.29 +£287.28 (+5.76%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL) 2,481.5 £2.41 £6,003.49 +£23.08 (+0.39%)
iShares Corp BdIndx (UK) D A (MYKAAP) 3,326.67 £1.50 £5,086.48 +£96.47 (+1.93%)
Jupiter Strategic Bond I Acc (RWAABC) 4,990 £1.00 £5,113.25 +£123.25 (+2.47%)
Kames Property Income Feeder Acc B (K1AAAE) 3,992 £1.25 £5,194.39 +£204.39 (+4.10%)
Marlborough Special Sits P Acc (FMCIAL) 269.78 £14.79 £4,631.64 +£641.59 (+16.08%)
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 £4,213.37 +£227.75 (+5.71%)
Schroder Asian Alpha Plus Z Acc (SILPHA) 9,079.55 £0.88 £9,342.86 +£1,352.85 (+16.93%)
TwentyFour Dyn Bd I NetAcc (TFITNS) 32.51 £153.49 £5,261.00 +£271.04 (+5.43%)
Vanguard US Equity Index A (VVUSEI) 15.1 £396.60 £6,357.90 +£369.24 (+6.17%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP) 2,918.13 £1.71 £5,538.90 +£548.90 (+11.00%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO) 3,674.85 £1.63 £6,353.45 +£363.44 (+6.07%)
Royal London ShtDr GblHY Bd M Acc (RLXYA) 4,990 £0.915 £5,093.79 +£527.94 (+11.56%)

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

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