monthly income

Purposeful Portfolios: Regular Income - up 9% since inception

Our regular income portfolio of investment trusts has posted total returns of 9 per cent since inception last April, despite a ‘hairy start to the year’ which has seen nine holdings in negative territory since our last update. James Brumwell, who is managing the portfolio, has been tinkering to take advantage of capital gains allowances before the end of the tax year.