Purposeful portfolios: Capital Conserver

Money Observer’s new series of four ‘purposeful portfolios’ are designed to address readers’ specific financial needs, with two growth-oriented portfolios and two targeting income requirements. These notional £100,000 portfolios are run by financial experts and were launched on 1 April 2017; we run updates from the manager in the magazine every four months.

The Capital Conserver portfolio, run by Rob Morgan of Charles Stanley, is designed for cautious investors who want steady capital growth with minimum volatility or risk to their capital.  It is updated in Money Observer each May, September and January.

You can read the latest Capital Conserver update here. 

Name Sector Purchase price (p) Quantity bought Value at inception (£) Current value (£) 28/03/18 Change since last update
30/11/17 (%)
Change since inception (%) Yield (%)
International Public Partnerships IT IT infrastructure 156 3205 4999.80 4649.81 -8.7 -7.0 4.9
Artemis Global Income Global equity income 131 3821 5005.51 4915.41 -4.5 -1.8 3.4
Aviva Investors Strategic Bond £ strategic bond 74 13563 10036.62 10066.73 -1.0 0.3 2.7
F&C Commercial Property IT property - direct UK 145 3455 5009.75 5079.89 0.9 1.4 4.3
Gold Bullion Securities N/A ETP 9445 53 5005.85 4730.53 -0.2 -5.5 0.0
Janus Henderson Strategic Bond £ strategic bond 137 7299 9999.63 10229.59 -1.2 2.3 4.0
Perpetual Income & Growth IT UK equity income 376 2661 10005.36 9435.05 -7.5 -5.7 4.2
Jupiter Absolute Return Targeted absolute return 56 17899 10023.44 9632.53 -0.7 -3.9 0.0
Jupiter Strategic Bond £ strategic bond 97 5166 5011.02 5071.15 -0.8 1.2 3.4
M&G Global Dividend Global equity income 179 5583 9993.57 9853.66 -4.2 -1.4 1.6
M&G Recovery* UK all companies 130 3853 5008.90 4878.67 -4.6 -2.6 1.1
Newton Real Return Targeted absolute return 113 8846 9995.98 9736.08 -3.1 -2.6 2.3
Standard Life Gbl Abs Ret Strategies Targeted absolute return 58 8635 5008.30 5023.32 -1.5 0.3 1.2
Standard Life Equity Income Trust UK equity income 413 1209 4993.17 5522.44 -3.2 10.6 4.3
          98824.86 -3.0 -1.2  

Notes: * M&G Recovery exited the portfolio on 29 March, it has been replaced by Invesco Perpetual Asian. Inception date of the portfolio 1 April 2017. Source: Charles Stanley, as at 28 March 2018.

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