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
|
| 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) |
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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