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.

Name Sector Value at inception (£) Current value (£) Change since inception (£) Change since inception (%) 4-month change (£) 4-month change (%)
Cash n/a £5,000 £5,000.00 0.00 0.0 £0.00 0.0
Royal London Short Dated High Yield Bond Global high yield bond £4,990 £5,080.38 90.38 1.6 £13.41 0.3
BlackRock Corporate Bond Tracker n/a £4,990 £5,083.15 93.15 1.7 £63.21 1.3
Jupiter Strategic Bond £ Strategic Bond £4,990 £5,107.39 117.39 2.1 £33.97 0.7
TwentyFour Dynamic Bond £ Strategic Bond £4,990 £5,323.73 333.73 6.5 £122.30 2.4
L&G Allstocks Index-Linked Gilt Index n/a £4,990 £4,979.04 -10.96 -0.4 £142.47 2.9
Kames Property Income Property £4,990 £5,242.36 252.36 4.8 £111.98 2.2
H2O Multi-Returns   £4,990 £5,450.21 460.21 9.0 £26.71 0.5
Invesco Global Targeted Returns Targeted absolute return £5,990 £6,056.99 66.99 0.9 £83.12 1.4
Old Mutual Global Equity Absolute Return Targeted absolute return £5,990 £6,419.78 429.78 7.0 £119.42 1.9
Lazard Global Listed Infrastructure Equity - other specialist £4,990 £5,259.82 269.82 5.2 -£173.17 -3.2
CF Miton UK Multi Cap Income UK Equity income £3,990 £4,414.09 424.09 10.4 £90.88 2.1
Royal London UK Equity Income UK Equity income £3,990 £4,300.97 310.97 7.5 £116.06 2.8
Lindsell Train UK Equity UK all companies £3,990 £4,441.12 451.12 11.0 £201.18 4.7
Marlborough Special Situations UK smaller companies £3,990 £4,768.89 778.89 19.2 £337.60 7.6
Baillie Gifford Japanese Japan £7,990 £9,870.34 1,880.34 23.4 £1,234.51 14.3
BlackRock European Dynamic Europe ex UK £4,990 £5,951.85 961.85 19.0 £231.93 4.1
Vanguard US Equity Index n/a £5,990 £6,378.13 388.13 6.3 £375.91 6.3
Schroder Asian Alpha Asia Pacific ex Japan £7,990 £9,756.56 1,766.56 22.0 £966.55 11.0
    £99,820 £108,884.79 9,064.79 8.9 £4,098.06 3.9

Notes: Net value includes £10 broker fee. Inception date of the portfolio is 1 April 2017.
Source: Equilibrium LLP, to 30 January 2018