Purposeful portfolios: Long-Term Growth

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 (%)
               
Cash n/a  5,000.00  £5,143.00 £143.00 2.9 £0.00 0
Royal London Short Dated High Yield Bond Fixed int - global high yield  4,990.00  £5,150.89 £150.89 3 £58.59 1.2
BlackRock Corporate Bond Tracker n/a  4,990.00  £5,036.57 £36.57 0.7 (£19.96) -0.4
Jupiter Strategic Bond £ strategic bond  4,990.00  £5,049.95 £49.95 1 £1.00 0
TwentyFour Dynamic Bond £ strategic bond  4,990.00  £5,251.85 £251.85 5 £20.17 0.4
L&G Allstocks Index-Linked Gilt Index n/a  4,990.00  £4,953.97 (£46.03) -0.9 (£60.80) -1.2
Kames Property Income Property  4,990.00  £5,335.14 £335.14 6.7 £20.00 0.4
H2O Multi-Returns Targeted absolute return  4,990.00  £5,552.44 £552.44 11 £74.09 1.4
Invesco Global Targeted Returns Absolute return  5,990.00  £5,898.69 (£101.31) -1.7 (£30.02) -0.5
Merian Global Equity Absolute Return Targeted absolute return  5,990.00  £6,282.29 £282.29 4.7 (£212.68) -3.3
Lazard Global Listed Infrastructure Equity - other specialist  4,990.00  £5,345.68 £345.68 6.9 £98.99 1.9
CF Miton UK Multi Cap Income UK equity income  3,990.00  £4,552.49 £552.49 13.8 (£17.41) -0.4
Royal London UK Equity Income UK equity income  3,990.00  £4,390.75 £390.75 9.8 (£30.66) -0.7
Lindsell Train UK Equity UK all companies   3,990.00  £4,773.96 £773.96 19.3 £55.95 1.3
Marlborough Special Situations UK smaller companies  3,990.00  £5,017.54 £1,017.54 25.4 £99.65 2.1
Baillie Gifford Japanese Japan   7,990.00  £9,996.07 £1,996.07 25 £177.17 1.8
BlackRock European Dynamic Europe ex UK  4,990.00  £6,074.63 £1,074.63 21.5 £150.08 2.5
Vanguard US Equity Index n/a  5,990.00  £7,232.61 £1,232.61 20.5 £648.22 10.2
Schroder Asian Alpha Asia Pacific ex Japan  7,990.00  £9,265.09 £1,265.09 15.8 (£555.18) -5.7
     99,820.00  £110,303.62  £10,303.62  10.3 £477.22 0.5

Notes: Net value includes £10 broker fee. The inception date of the portfolio is 1 April 2017.  Source: Equilibrium, as at 30 September 2018.