Income Growth Portfolio
Investors looking for income and growth may find this international portfolio useful. Managed by Tony Yarrow of Wise Investments, the hypothetical £100,000 portfolio is updated quarterly in the magazine.
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Portfolio investments start date: Friday 14 November 2008
TODAY: Sunday 05 February 2012
TIME: 04:01
| Investment | Return | Profit / Loss | % | |
|---|---|---|---|---|
| Holdings | 100,000.00 | 120,464.75 | +20,464.75 | +20.46 |
| Cash | 15,017.16 | |||
| Total | 100,000.00 | 135,481.91 | +35,481.91 | +35.48 |
| Name | Shares / Units | Cost | Current Value | Profit / Loss |
|---|
| Invesco Income Growth Tst (IVI) | 3,181 | £1.9625 | £6,505.14 | +262.43 (+4.20%) |
| ISIS Property Trust (IPT) | 13,132 | £1.024583 | £12,147.10 | -1,307.72 (-9.72%) |
| Picton Property Inc (PCTN) | 18,257 | £0.456064 | £7,622.30 | -704.06 (-8.46%) |
| Evenlode Income A Inc (QEEVEI) | 13,173 | £1.1642 | £15,600.78 | +£264.78 (+1.73%) |
| Investec EmgMkt Lc CurrDt A Nt Inc£ (YFEMDI) | 4,483 | £1.2894 | £6,160.99 | +£380.61 (+6.58%) |
JOHCM UK Equity Income Ret Inc (JHUERD)  | 11,354 | £1.35 | £14,442.29 | -£885.61 (-5.78%) |
| Jupiter Japan Income Inc (RWJPIN) | 22,420 | £0.547117 | £11,140.50 | -£1,125.87 (-9.18%) |
| M&G UK Inftn Lkd Corp Bd A Inc (MGAAAF) | 9,384 | £1.0214 | £9,762.18 | +£177.36 (+1.85%) |
| Schroder Asian Income A Inc (SZFEGI) | 6,024 | £1.162 | £11,349.22 | +£4,349.33 (+62.13%) |
| Stan Life Inv Eurpn Eq Inc I Inc (STIEUE) | 19,320 | £0.6615 | £11,607.46 | -£1,172.72 (-9.18%) |
| Stan Life Inv Gbl Idx Lkd Bd R Inc (STGII2) | 10,105 | £1.277 | £14,126.79 | +£1,222.70 (+9.48%) |
Current value calculated using data at least 15 minutes delayed. Source: Interactive Investor.
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