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 purchase (£) Current value (£) Gain/loss since purchase (£) Gain/loss since purchase (%) Three-month change (£) Three-month change (%)
Cash Liquidity 4,990 - 932.88 2.9 0.00 0.0
Royal London Short Dated High Yield Bond Fixed int - global high yield 4,990 5,341.57 341.57 6.8 32.77 0.6
BlackRock Corporate Bond Tracker n/a 4,990 5,502.31 502.31 10.0 -39.92 -0.8
Jupiter Strategic Bond £ strategic bond 4,990 5,490.55 490.55 9.8 -42.46 -0.8
TwentyFour Dynamic Bond £ strategic bond 4,990 5,628.47 628.47 12.6 93.51 1.8
L&G Allstocks Index Linked Gilt Index n/a 4,990 5,021.53 21.53 0.4 -495.40 -10.0
Kames Property Income Property 4,990 5,118.38 118.38 2.4 1.60 0.0
H2O Multi-returns Targeted absolute return 4,990 6,871.45 1,871.45 37.4 210.51 3.8
FP Foresight UK Infrastructure Income Infrastructure 5,990 6,392.06 257.79 4.4 257.79 4.4
Janus Henderson UK Absolute Return Targeted absolute return 5,852 5,868.85 16.85 0.3 16.85 0.3
Lazard Global Listed Infrastructure Equity - other specialist 5,803 6,176.76 1,176.76 23.5 181.05 3.4
CF Miton UK Value Opportunities* UK all companies 5,932 6,033.44 100.56 1.7 100.56 1.7
CF Miton UK Multi Cap Inc UK equity income   4,611.74 611.74 15.3 303.76 6.7
Royal London UK Equity Income M Acc UK equity income 3,990 4,841.87 841.87 21.0 310.97 7.1
Lindsell Train UK Equity UK all companies 3,990 5,468.05 1,468.05 36.7 -114.86 -2.4
Marlborough Special Sits UK smaller companies 3,990 4,991.52 991.52 24.8 480.96 9.6
Baillie Gifford Japanese Co. Japan 7,990 9,847.47 1,847.47 23.1 -285.77 -2.9
BlackRock European Dynamic Europe ex UK 4,990 6,569.20 1,569.20 31.4 300.15 4.9
Vanguard US Equity Index n/a 5,990 7,946.89 1,946.89 32.4 105.40 1.5
Schroder Asian Alpha Asia Pacific ex Japan 7,990 9,993.19 1,993.19 24.9 464.16 5.0
Total   99,820 117,715.29 17,715.29 17.7 1,864.79 1.8

Note: *Bought on 13 December 2019. Less £20 dealing costs for sale of old fund and purchase. Portfolio inception was 1 April 2017. Source: Equilibrium, as at 1 January 2020.