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||
|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|
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.