Income Growth Portfolio

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Investors looking for income and growth may find this international portfolio useful. Managed by Hawksmoor Investment Management’s Daniel Lockyer, the hypothetical £100,000 portfolio is updated quarterly in the magazine.

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Portfolio investments start date: Friday 14 November 2008

TODAY: Thursday 09 September 2010 TIME: 06:40

Summary Tighter spreads and lower CFD margins. Find out more
Portfolio Total Investment Total Return Profit / Loss % Currency
Holdings 103,124.58 120,034.47 +16,909.88 +16.40 GBP
Cash 0.00 9,176.74 +9,176.74 n/a GBP
Overall Total 103,124.58 129,211.21 +26,086.62 +25.30 GBP
Name Shares / Units Cost Current Value Profit / Loss
Aberforth Geared Capital & Income Trust INC (AFHI.L) 2,500 £1.1025 £2,700.00 -56.25 (-2.04%)
Aberforth Geared Capital & Income Trust INC (AFHI.L) 5,168 £0.9675 £5,581.44 +581.40 (+11.63%)
ING UK Real Estate Income Trust (IRET.L) 13,800 £0.4338 £6,348.00 +361.56 (+6.04%)
Utilico Emerging Markets (UEM.L) 5,587 £0.895 £8,687.78 +3,687.42 (+73.74%)
Artemis Strategic Bond MI Dis (BUI0)  20,000 £0.413 £9,906.00 +£1,646.00 (+19.93%)
AXA US Sht Duratn HiYd Bd I Inc (ELSDUH)  9,250 £0.9844 £9,370.25 +£264.55 (+2.91%)
Cazenove Strategic Bond X Inc (CBSBXI)  10,000 £0.8442 £10,051.00 +£1,609.00 (+19.06%)
Invesco Perp Global Eq Inc NT Inc (BRGLEI)  7,236 £1.1146 £9,344.57 +£1,279.32 (+15.86%)
Invesco Perp Global Eq Inc NT Inc (BRGLEI)  2,500 £1.2299 £3,228.50 +£153.75 (+5.00%)
Investec Emg Mkts Debt A Inc GBP (YFEMDI)  6,000 £1.2894 £8,443.20 +£706.80 (+9.14%)
Jupiter Japan Income Inc (RWJPIN)  11,500 £0.554 £5,677.55 -£693.45 (-10.88%)
M&G Optimal Income Inst Inc GBP (MGOIII)  8,081.03 £0.9281 £9,892.80 +£2,392.79 (+31.90%)
Schroder Asian Income Inc (SZFEGI)  6,024 £1.162 £11,264.88 +£4,264.99 (+60.93%)
Schroder Income Maximiser Inc (SZIMD)  25,000 £0.4413 £10,922.50 -£110.00 (-1.00%)
Thames River Gbl Bond GBP Dis £ (TFGBS)  600 £12.99 £8,616.00 +£822.00 (+10.55%)

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

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