Growth Portfolio

Killik & Co’s Mick Gilligan manages this hypothetical £100,000 portfolio for Money Observer, with a mixture of equity and bonds funds covering a global spectrum.

This model portfolio is updated every quarter in Money Observer magazine. Subscribe to our weekly e-update for alerts to any intra-month changes to the portfolio.

Portfolio investments start date: Friday 17 October 2008

TODAY: Thursday 09 September 2010 TIME: 04:48

Summary Tighter spreads and lower CFD margins. Find out more
Portfolio Total Investment Total Return Profit / Loss % Currency
Holdings 84,549.94 105,187.19 +20,637.25 +24.41 GBP
 
 25,726.95 34,695.90 +8,968.95 +34.86 USD
Cash 7,199.00 7,199.00 +0.00 +0.00 GBP
Overall Total 91,748.94 112,386.19 +20,637.25 +22.49 GBP
 
 25,726.95 34,695.90 +8,968.95 +34.86 USD
Name Shares / Units Cost Current Value Profit / Loss
BH Macro Ltd (BHMG.L) 180 £13.55 £3,155.40 +716.40 (+29.37%)
AXA Framlington UK Select Opps Acc (FRCAPA)  845 £11.70 £14,956.50 +£5,070.00 (+51.28%)
AXA Framlington UK Select Opps Acc (FRCAPA)  739 £16.57 £13,080.30 +£835.07 (+6.82%)
BlackRock Gold & General A Acc (CPGGA)  Package information 273 £11.20 £4,029.48 +£971.88 (+31.79%)
Cazenove UK Absolute Target P1 GBP (CBPRO)  6,850 £1.0043 £6,937.68 +£58.22 (+0.85%)
First State AsiaPacLdrs A Acc GBP (CFAPLA)  1,349 £2.966 £4,346.34 +£345.21 (+8.63%)
First State AsiaPacLdrs A Acc GBP (CFAPLA)  3,000 £1.8167 £9,665.70 +£4,215.60 (+77.35%)
Invesco Perp Corporate Bond Acc (PPPB)  4,800 £1.0302 £6,922.08 +£1,977.12 (+39.98%)
Invesco Perp Income Acc (PPINCA)  1,120 £13.2334 £19,745.94 +£4,924.53 (+33.23%)
Jupiter International Financials (RWJUPR)  26,931 £0.4865 £12,118.95 -£982.98 (-7.50%)
City Of London Emg Wld A R GBP (HCEWGR)  93 £21.24 £3,700.47 +£1,725.15 (+87.34%)
Findlay Park American Sm Cos USD (5FPUS)  855 $30.09 $34,695.90 +8,968.95 (+34.86%)
Polar Capital Healthcare Opp GBP (PLHCOG)  510 £4.76 £2,794.80 +£367.20 (+15.13%)
Thames River High Income New GBP (TFNSD)  445 £7.46 £3,733.55 +£413.85 (+12.47%)

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

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