Purposeful Portfolios: Long-term growth

Purposeful Portfolios Long-term growth: active investment path keeps growth on the ascent

The past four months have seen our long-term growth portfolio stage a healthy recovery. At the close of January this year the portfolio fell in value by 3.8%, largely because of a sharp dip in global markets between October and December. But markets have rebounded since, and the portfolio returned a respectable 4.2% between February and the end of May.

That return lagged those from the US and other major global indices. Data from FE Analytics shows that the US market produced a return on sterling of 5.6% in those four months.