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||Change since inception (£)||Change since inception (%)||4-month change (£)||4-month change (%)|
|Royal London Short Dated High Yld Bond||Global high yield||4,990||5,092.29||92.29||1.8||11.92||0.2|
|BlackRock Corporate Bond Tracker||n/a||4,990||5,056.53||56.53||1.1||-26.61||-0.5|
|Jupiter Strategic Bond||£ strategic bond||4,990||5,048.95||48.95||1||-58.45||-1.1|
|TwentyFour Dynamic Bond||£ strategic bond||4,990||5,231.67||231.67||4.6||-92.06||-1.7|
|L&G Allstocks Index-Linked Gilt Index||n/a||4,990||5,014.77||14.77||0.3||105.83||2.2|
|Kames Property Income||Property||4,990||5,315.15||315.15||6.3||72.79||1.4|
|H2O Multi-Returns||Targeted absolute return||4,990||5,478.35||478.25||9.6||28.14||0.5|
|Invesco Global Targeted Returns||Absolute return||5,990||5,928.72||(71.28)||-1.2||-128.28||-2.1|
|Old Mutual Global Equity Absolute Return||Targeted absolute return||5,990||6,494.97||494.97||8.2||75.19||1.2|
|Lazard Global Listed Infrastructure||Equity - other specialist||4,990||5,246.68||246.68||4.9||-13.14||-0.2|
|CF Miton UK Multi Cap Income||UK equity income||3,990||4,569.90||569.90||14.2||155.81||3.5|
|Royal London UK Equity Income||UK equity income||3,990||4,421.41||421.41||10.5||120.44||2.8|
|Lindsell Train UK Equity||UK all companies||3,990||4,718.01||718.01||18||276.89||6.2|
|Marlborough Special Situations||UK smaller companies||3,990||4,917.89||917.89||22.9||149||3.1|
|Baillie Gifford Japanese||Japan||7,990||9,818.90||1,818.90||22.7||-51.44||-0.5|
|BlackRock European Dynamic||Europe Ex UK||4,990||5,924.56||924.56||18.5||-27.29||-0.5|
|Vanguard US Equity Index||n/a||5,990||6,584.39||584.39||9.7||206.26||3.2|
|Schroder Asian Alpha||Asia Pacific Ex Japan||7,990||9,820.26||1,820.26||22.8||63.71||0.7|
Notes: Net value includes £10 broker fee. Inception date of the portfolio is 1 April 2017. 7 February: £3,000 used to buy 1,370.93 units in L&G 100 UK Index Trust. 1 May: units in L&G Trust sold. £3,153 less £10 dealing cost moved to cash. Source: Equilibrium, as at 30 May 2018