Model Portfolios

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 £20,000 hypothetical portfolio is managed by stock market expert Peter Temple. It invests in a small number of companies and ETFs, and launched in December 2008. Peter constructs the portfolio with lower-risk investors in mind who might also be targeting a decent portfolio yield.

The portfolio aims to match, and ideally beat, the performance of the FTSE 100 index, but with lower volatility. On its third anniversary the portfolio's total return was 36.8 per cent, compared with a return of 37.5 per cent from the FTSE 100 index.

Constructing this strategy is simple: choose the 10 FTSE 100 shares with the highest yield, invest an equal amount in all 10 and hold for a year. Launched in February, it has so far had spectacular performance.

The Dogs of the Footsie strategy is explained in the March 2011 edition of the magazine.

This year’s investment trust tips launched on 1 August 2011. There is something for everyone: whether you are feeling cautious or aggressive in your outlook, and across nine different sectors such as UK, emerging markets and private equity.

For more information, see the September 2011 edition of Money Observer magazine.