Balanced Portfolio

This model portfolio, managed by Jason Evans at Kohn Cougar, is invested in funds and ETFs, across different asset classes. It is updated every quarter in Money Observer magazine.

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Portfolio investments start date: Tuesday 17 March 2009

TODAY: Thursday 09 September 2010 TIME: 04:31

Summary Tighter spreads and lower CFD margins. Find out more
Portfolio Total Investment Total Return Profit / Loss % Currency
Holdings 102,488.61 128,954.13 +26,465.52 +25.82 GBP
Cash 0.00 2,370.19 +2,370.19 n/a GBP
Overall Total 102,488.61 131,324.32 +28,835.71 +28.14 GBP
Name Shares / Units Cost Current Value Profit / Loss
ING UK Real Estate Income Trust (IRET.L) 22,770 £0.515 £10,474.20 -1,252.35 (-10.68%)
ETFS Brent 1 Month (OLBP.L) 134 £22.325 £3,711.80 +720.25 (+24.08%)
iShares FTSE 100 (ISF.L) 3,876 £3.87 £21,027.30 +6,027.18 (+40.18%)
iShares FTSE/MacQuarie Global Inf 100 (INFR.L) 246 £12.20645 £3,466.14 +463.35 (+15.43%)
iShares GBP Corporate Bond (SLXX.L) 101 £96.63 £12,322.00 +2,562.37 (+26.25%)
iShares MSCI AC Far East Ex-Japan (IFFF.L) 368 £16.29 £9,652.64 +3,657.92 (+61.02%)
iShares MSCI Europe Ex UK (IEUX.L) 310 £13.00 £5,279.30 +1,249.30 (+31.00%)
iShares MSCI Korea (IKOR.L) 205 £19.42 £4,128.70 +147.60 (+3.71%)
iShares MSCI World (IWRD.L) 1,266 £11.85 £19,585.02 +4,582.92 (+30.55%)
BlackRock UK Abs Alpha P Acc (MYAAP)  5,490 £1.184 £6,615.45 +£115.29 (+1.77%)
M&G Strategic Corp Bd X Acc GBP (MGCBXA)  20,368 £0.6137 £16,310.69 +£3,810.85 (+30.49%)
Schroder Asian Income Maxim R Acc (SZASIN)  8,074 £0.4954 £4,276.80 +£276.94 (+6.92%)
Schroder Income Maximiser Acc (SZIM)  19,222 £0.4162 £12,104.09 +£4,103.90 (+51.30%)

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

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