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 (%) Four-month change (£) 4-month change (%)
Royal London Short Dated HY Bond Fixed int - global high yield 4,990 £5,308 £308 6.2 £76 1.4
BlackRock Corporate Bond Tracker n/a 4,990 £5,542 £542 10.8 £249 4.9
Jupiter Strategic Bond £ strategic bond 4,990 £5,533 £533 10.7 £178 3.5
TwentyFour Dynamic Bond £ strategic bond 4,990 £5,534 £534 10.7 £182 3.4
L&G Allstocks Index Linked Gilt Index n/a 4,990 £5,516 £516 10.3 £274 5.5
Kames Property Income Property 4,990 £5,116 £116 2.3 -£7 -0.1
H2O Multi-returns Targeted absolute return 4,990 £6,660 £1,660 33.2 £738 13.3
FP Foresight UK Infrastructure Income* Infrastructure 5,990 £6,134   0 £282 4.7
Janus Henderson UK Absolute Return** Targeted absolute return 5,852 £5,868   0 £64 1.0
Lazard Global Listed Infrastructure Equity - other specialist 5,803 £5,995 £995 19.9 £395 7.3
Fidelity Index UK*** UK all companies       5.0 £0  
CF Miton UK Multi Cap Inc UK equity income   £4,307 £307 7.7 -£3 -0.1
Royal London UK Equity Income UK equity income 3,990 £4,530 £530 13.3 £258 5.8
Lindsell Train UK Equity UK all companies 3,990 £5,582 £1,582 39.6

£333

6.9
Marlborough Special Sits UK smaller companies 3,990 £4,510 £510 12.8 -£127 -2.5
Baillie Gifford Japanese Co. Japan 7,990 £10,133 £2,133 26.7 £920 9.2
BlackRock European Dynamic Europe ex UK 4,990 £6,269 £1,269 25.4 £474 7.8
Vanguard US Equity Index n/a 5,990 £7,841 £1,841 30.7 £749 10.3
Schroder Asian Alpha Asia Pacific ex Japan 7,990 £9,529 £1,529 19.1 £336 3.6
Cash ***     £5,932 £932 2.90% £263 5.4
Total   99,820 £115,850 £15,850 15.9 £5,641 5.1

Notes: *Bought on 3 June. Less £20 dealing costs for sale of old fund and new purchase. **Bought on 3 June. Less £20 dealing costs for sale of old fund and new purchase. ***Bought 16 August, sold 27 September at 5% gain. ****Cash increased by gain of 5% on volume trade – £20 dealing costs. Source: Equilibrium, as at 1 October 2019.