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.

TODAY: Monday 22 January 2018 TIME: 12:50

Investment Return Profit / Loss %
Holdings 99,071.72
Cash 5,000.00
Total 99,379.74 104,071.72 +4,691.98 +4.72
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA) 571.53 £13.98 £9,921.76 +£1,931.77 (+24.18%)
BlackRock European Dyn FD Acc (MYAABU) 3,417.81 £1.46 £6,035.85 +£1,045.85 (+20.96%)
H2O MultiReturns N GI (7GAAAU) 3,564.29 £1.40 £5,156.10 +£166.10 (+3.33%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL) 2,481.5 £2.41 £6,039.72 +£59.31 (+0.99%)
iShares Corp BdIndx (UK) D A (MYKAAP) 3,326.67 £1.50 £5,103.11 +£113.11 (+2.27%)
Jupiter Strategic Bond I Acc (RWAABC) 4,990 £1.00 £5,094.79 +£104.79 (+2.10%)
Kames Property Income Feeder Acc B (K1AAAE) 3,992 £1.25 £5,235.51 +£245.51 (+4.92%)
LF Lindsell Train UK Equity Acc (ADLIND) 1,143.27 £3.49 £4,453.84 +£463.82 (+11.62%)
LF Miton UK Multi Cap Inc B I Acc (CGAAKU) 1,676.47 £2.38 £4,450.19 +£460.19 (+11.53%)
Marlborough Special Sits P Acc (FMCIAL) 269.78 £14.79 £4,813.79 +£823.75 (+20.65%)
n/a (LGASIL) 3,642.34 1.37 0.00 -4,990.01 (-100.00%)
Royal London UK Equity Inc M Acc (RLCBTM) 2,189.9 £1.82 £4,342.57 +£356.95 (+8.96%)
Schroder Asian Alpha Plus Z Acc (SILPHA) 9,079.55 £0.88 £9,760.52 +£1,770.51 (+22.16%)
TwentyFour Dyn Bd I NetAcc (TFITNS) 32.51 £153.49 £5,311.45 +£321.49 (+6.44%)
Vanguard US Equity Index A (VVUSEI) 15.1 £396.60 £6,429.62 +£440.96 (+7.36%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP) 2,918.13 £1.71 £5,402.63 +£412.62 (+8.27%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO) 3,674.85 £1.63 £6,418.49 +£428.49 (+7.15%)
Royal London ShtDr GblHY Bd M Acc (RLXYA) 4,990 £0.915 £5,101.78 +£535.93 (+11.74%)

Current value calculated using data at least 15 minutes delayed. Source: Interactive Investor.

Comments

Post new comment

By submitting this form, you accept the Mollom privacy policy.