Purposeful portfolios: Long-Term Growth

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 Long-Term Growth portfolio is designed for investors who are seeking attractive levels of capital growth over the long term and are comfortable with a moderate amount of risk.

You can read the latest Long-Term growth update here.

Fund Sector Value at inception (£) Units Price Current value (£) Gain/loss since purchase (£) Gain/loss since purchase (%) 4-month change (£) 4-month change (%)
Royal London Short Dated HY Bond Fixed int - global high yield 4,990 4965.67 £1.05 5,231.83 231.83 4.6 63.06 1.22
BlackRock Corporate Bond Tracker n/a 4,990 3326.67 £1.59 5,292.73 292.73 5.9 192.95 3.83
Jupiter Strategic Bond £ strategic bond 4,990 4995.50 £1.07 5,354.17 354.17 7.1 236.79 4.69
TwentyFour Dynamic Bond £ strategic bond 4,990 32.51 £164.64 5,352.41 352.41 7.0 136.81 2.61
L&G Allstocks Index Linked Gilt Index n/a 4,990 2251.81 £2.33 5,242.20 242.20 4.8 146.37 2.95
Kames Property Income Property 4,990 3999.36 £1.28 5,123.98 123.98 2.5 29.20 0.55
H2O Multi-returns Targeted absolute return 4,990 3562.00 £1.66 5,922.17 922.17 18.4 -106.50 -1.92
Invesco GTR Absolute return 5,990 2481.15 £2.36 5,852.05 -147.95 -2.5 94.53 1.60
Old Mutual GEAR Targeted absolute return 5,990 3685.93 £1.57 5,803.86 -196.14 -3.3 -240.32 -3.83
Lazard Global Listed Infrastructure Equity - other specialist 4,990 2920.18 £1.92 5,600.61 600.61 12.0 163.82 3.06
CF Miton UK Multi Cap Inc UK equity income   1673.59 £2.58 4,311.66 311.66 7.8 77.49 1.70
Royal London UK Equity Income UK equity income 3,990 2189.90 £1.95 4,272.50 272.50 6.8 164.24 3.74
Lindsell Train UK Equity UK all companies 3,990 1141.79 £4.60 5,249.40 1,249.40 31.2 721.73 15.12
Marlborough Special Sits UK smaller companies 3,990 269.69 £17.20 4,638.14 638.14 16.0 277.35 5.53
Baillie Gifford Japanese Co. Japan 7,990 571.53 £16.12 9,213.08 1,213.08 15.2 708.70 7.09
BlackRock European Dynamic Europe ex UK 4,990 3410.80 £1.70 5,794.95 794.95 15.9 538.91 8.87
Vanguard US Equity Index n/a 5,990 15.10 £469.55 7,091.66 1,091.66 18.2 445.54 6.16
Schroder Asian Alpha Asia Pacific ex Japan 7,990 9101.26 £1.01 9,192.28 1,192.28 14.9 243.00 2.62
Cash         5,669.41        
Total   99,820     110,209.09 4,539.68 4.5 4,295.00 4.17

Notes: Net value includes £10 broker fee. Date of inception of portfolio is 1 April 2017. Source: Equilibrium, as at 31 May 2019.