Growth Portfolio

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

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

Portfolio investments start date: Friday 17 October 2008

TODAY: Sunday 05 February 2012 TIME: 04:16

Investment Return Profit / Loss %
Holdings 100,000.00 149,098.46 +49,098.46 +49.10
Cash 1,062.90
Total 100,000.00 150,161.36 +50,161.36 +50.16
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
BH Macro (BHMG) 180 £13.55 £3,637.80 +1,198.80 (+49.15%)
AXA Framlington UK Select Opps Acc (FRCAPA)  1,584 £13.97205 £33,755.04 +£11,623.31 (+52.52%)
BlackRock Gold & General A Acc (CPGGA)  Package information 273 £11.20 £4,310.67 +£1,253.07 (+40.98%)
CF Odey Opus R Inc (OYOPUS)  452 £27.6019 £11,578.52 -£897.54 (-7.19%)
First State AsiaPacLdrs A GBP Acc (CFAPLA)  4,349 £2.173197 £15,440.69 +£5,989.46 (+63.37%)
Invesco Perp Corporate Bond Acc (PPPB)  4,800 £1.0302 £7,010.88 +£2,065.92 (+41.78%)
Invesco Perp Income Acc (PPINCA)  1,120 £13.2334 £22,308.38 +£7,486.98 (+50.51%)
Jupiter Absolute Rtn (RWJPER)  28,724 £0.485 £13,704.22 -£226.92 (-1.63%)
M&G Global Basics A Acc GBP (MGAUA)  Package information 306 £10.551 £3,032.49 -£196.12 (-6.07%)
M&G Strategic Corp Bd A Acc GBP (MGCBAA)  3,854 £0.8498 £3,366.85 +£91.73 (+2.80%)
City Of London Emg Wld A R GBP (HCEWGR)  93 £21.24 £3,739.53 +£1,764.21 (+89.31%)
Findlay Park American USD (5FPUS)  855 $30.09 $43,040.70 +17,313.75 (+67.30%)

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

Comments

Post new comment