Purposeful portfolios: Long-Term Growth

Money Observer’s ‘purposeful portfolios’ are designed to address readers’ specific financial needs, with growth-oriented portfolios and others 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 (£) Gain/loss
since purchase (%)
Three-month
change (£)
3-month
change (%)
Cash Liquidity 4,990 15,771.25        
BlackRock Corporate Bond Tracker Fixed Interest 4,990 5,282.75 282.75 5.7 -219.56 -3.99
Jupiter Strategic Bond Fixed Interest 4,990 5,381.15 381.15 7.6 -109.40 -1.99
Allianz Strategic Bond   3490 3,671.38 180.82 5.2    
H2O Multi-returns Alternative Equity 4,990 4,734.96 -265.04 -5.3 -2,136.49 -31.09
FP Foresight UK Infrastructure Income Alternative Equity 5,990 5,632.36 -759.70 -11.9 -759.70 -11.89
Janus Henderson UK Absolute Return Alternative Equity 5,852 5,957.37 88.53 1.5 -7.08 -0.12
Lazard Global Listed Infrastructure Infrastructure 5,803 5,091.62 91.62 1.8 -1,085.14 -17.57
CF Miton UK Value Opportunities Equity - UK Dynamic 5,932 3,939.85 -1,993.03 -33.6 -2,093.59 -34.70
CF Miton UK Multi Cap Inc Equity - UK Conservative Equity   3,679.38 -320.62 -8.0 -932.36 -20.22
Royal London UK Equity Income M Acc Equity - UK Conservative Equity 3,990 3,425.01 -574.99 -14.4 -1,416.87 -29.26
Lindsell Train UK Equity Equity - UK Dynamic 3,990 4,600.17 600.17 15.0 -867.88 -15.87
Marlborough Special Sits Equity - UK Dynamic 3,990 3,561.19 -438.81 -11.0 -1,430.32 -28.66
Baillie Gifford Japanese Co. Equity - Global Established 7,990 8,327.20 327.20 4.1 -1,520.27 -15.44
BlackRock European Dynamic Equity - Global Established 4,990 5,638.05 638.05 12.8 -931.15 -14.17
Vanguard US Equity Index Equity - Global Established 5,990 6,704.46 704.46 11.7 -1,242.43 -15.63
Schroder Asian Alpha Equity - Global Speculative 7,990 8,588.86 588.86 7.4 -1,404.33 -14.05
Total   99,820 99,987.02 -12.98 -0 -17,823.88 -15.13


Note: Sales: Kames Property Income, sold 13 March 2020 for £5,117.98; Royal London SD High Yield Bond, sold 28 February 2020 for £5,301.84; TwentyFour Dynamic Bond, sold 13 March 2020 for £5,381.42. Switched L&G Index-Linked Gilt Index to Allianz Strategic Bond on 6 March 2020. Source: Equilibrium Asset Management, as at 1 April 2020.