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 (%)|
|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|
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.