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