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 (£)||Gain/loss since purchase (£)||Change since purchase (%)||4-month change (£)||4-month change (%)|
|Royal London Short Dated High Yield Bond||Fixed int - global high yield||4,990||5,168.76||168.76||3.4||17.88||0.3|
|BlackRock Corporate Bond Tracker||n/a||4,990||5,099.78||99.78||2||63.21||1.3|
|Jupiter Strategic Bond||£ strategic bond||4,990||5,117.39||117.39||2.3||67.44||1.3|
|TwentyFour Dynamic Bond||£ strategic bond||4,990||5,215.60||215.6||4.3||-36.25||-0.7|
|L&G Allstocks Index Linked Gilt Index||n/a||4,990||5,095.83||95.83||1.9||141.86||2.9|
|Kames Property Income||Property||4,990||5,094.78||94.78||1.9||-240.36||-4.5|
|H2O Multi-returns||Targeted absolute return||4,990||6,028.68||1028.68||20.6||476.24||8.6|
|Invesco GTR||Absolute return||5,990||5,757.52||-242.48||-4||-141.18||-2.4|
|Old Mutual GEAR||Targeted absolute return||5,990||6,044.18||44.18||0.7||-238.11||-3.8|
|Lazard Global Listed Infrastructure||Equity - other specialist||4,990||5,436.79||436.79||8.7||91.11||1.7|
|L&G UK 100 Index Trust*||UK all companies||3,990||5,268.07||115.07||2.2||115.07||2.2|
|CF Miton UK Multi Cap Income||UK equity income||4,234.18||234.18||5.9||-318.32||-7|
|Royal London UK Equity Income||UK equity income||3,990||4,108.25||108.25||2.7||-282.5||-6.4|
|Lindsell Train UK Equity||UK all companies||3,990||4,527.67||527.67||13.2||-246.29||-5.2|
|Marlborough Special Situations||UK smaller companies||3,990||4,360.80||360.8||9||-656.75||-13.1|
|Baillie Gifford Japanese||Japan||7,990||8,504.38||504.38||6.3||-1,491.70||-14.9|
|BlackRock European Dynamic||Europe ex UK||4,990||5,256.04||256.04||5.1||-818.59||-13.5|
|Vanguard US Equity Index||n/a||5,990||6,646.12||646.12||10.8||-586.49||-8.1|
|Schroder Asian Alpha||Asia Pacific ex Japan||7,990||8,949.27||949.27||11.9||-315.81||-3.4|
Notes: Net value includes £10 broker fee. The inception date of the portfolio is 1 April 2017 *Bought in December 2018. Source: Equilibrium, as at 31 January 2019.