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 (£) Current value (£) Gain/loss since purchase (£) Change since purchase (%) 4-month change (£) 4-month change (%)
Cash n/a 5,000 0 143 2.9 0 0
Royal London Short Dated High Yield Bond Fixed int - global high yield 4,990 5,168.76 168.76 3.4 17.88 0.3
BlackRock Corporate Bond Tracker n/a 4,990 5,099.78 99.78 2 63.21 1.3
Jupiter Strategic Bond £ strategic bond 4,990 5,117.39 117.39 2.3 67.44 1.3
TwentyFour Dynamic Bond £ strategic bond 4,990 5,215.60 215.6 4.3 -36.25 -0.7
L&G Allstocks Index Linked Gilt Index n/a 4,990 5,095.83 95.83 1.9 141.86 2.9
Kames Property Income Property 4,990 5,094.78 94.78 1.9 -240.36 -4.5
H2O Multi-returns Targeted absolute return 4,990 6,028.68 1028.68 20.6 476.24 8.6
Invesco GTR Absolute return 5,990 5,757.52 -242.48 -4 -141.18 -2.4
Old Mutual GEAR Targeted absolute return 5,990 6,044.18 44.18 0.7 -238.11 -3.8
Lazard Global Listed Infrastructure Equity - other specialist 4,990 5,436.79 436.79 8.7 91.11 1.7
L&G UK 100 Index Trust* UK all companies 3,990 5,268.07 115.07 2.2 115.07 2.2
CF Miton UK Multi Cap Income UK equity income   4,234.18 234.18 5.9 -318.32 -7
Royal London UK Equity Income UK equity income 3,990 4,108.25 108.25 2.7 -282.5 -6.4
Lindsell Train UK Equity UK all companies 3,990 4,527.67 527.67 13.2 -246.29 -5.2
Marlborough Special Situations UK smaller companies 3,990 4,360.80 360.8 9 -656.75 -13.1
Baillie Gifford Japanese Japan 7,990 8,504.38 504.38 6.3 -1,491.70 -14.9
BlackRock European Dynamic Europe ex UK 4,990 5,256.04 256.04 5.1 -818.59 -13.5
Vanguard US Equity Index n/a 5,990 6,646.12 646.12 10.8 -586.49 -8.1
Schroder Asian Alpha Asia Pacific ex Japan 7,990 8,949.27 949.27 11.9 -315.81 -3.4
    99,820 105,914.09 5,789.02 5.8 -3,912.31 -3.8

Notes: Net value includes £10 broker fee. The inception date of the portfolio is 1 April 2017 *Bought in December 2018.  Source: Equilibrium, as at 31 January 2019.