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 (%)
|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|
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.