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   5,143.00   143.00  2.9 143 2.9
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
Total    99,820   109,826.40   9,826.30  9.8  1,011.72  1

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