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: Friday 27 April 2018 TIME: 09:17

Investment Return Profit / Loss %
Holdings 97,119.77
Cash 5,000.00
Total 99,379.74 102,119.77 +2,740.03 +2.76
Above figures in UK pound sterling.
Name Shares / Units Cost Current Value Profit / Loss
Baillie Gifford Japanese B Acc (BGJBA) 571.53 £13.98 £9,355.95 +£1,365.96 (+17.10%)
BlackRock European Dyn FD Acc (MYAABU) 3,417.81 £1.46 £5,646.22 +£656.22 (+13.15%)
H2O MultiReturns N GI (7GAAAU) 3,564.29 £1.40 £5,655.10 +£665.10 (+13.33%)
Invesco Perp Gbl Tgtd Retrns Z Acc (BRETGL) 2,481.5 £2.41 £5,931.53 -£48.89 (-0.82%)
iShares Corp BdIndx (UK) D A (MYKAAP) 3,326.67 £1.50 £5,016.62 +£26.61 (+0.53%)
Jupiter Strategic Bond I Acc (RWAABC) 4,990 £1.00 £5,036.91 +£46.91 (+0.94%)
Kames Property Income Feeder Acc B (K1AAAE) 3,992 £1.25 £5,283.81 +£293.81 (+5.89%)
LF Lindsell Train UK Equity Acc (ADLIND) 1,143.27 £3.49 £4,436.57 +£446.56 (+11.19%)
LF Miton UK Multi Cap Inc B I Acc (CGAAKU) 1,676.47 £2.38 £4,450.86 +£460.86 (+11.55%)
Marlborough Special Sits P Acc (FMCIAL) 269.78 £14.79 £4,760.16 +£770.11 (+19.30%)
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 £4,239.65 +£254.03 (+6.37%)
Schroder Asian Alpha Plus Z Acc (SILPHA) 9,079.55 £0.88 £9,088.63 +£1,098.63 (+13.75%)
TwentyFour Dyn Bd I NetAcc (TFITNS) 32.51 £153.49 £5,282.98 +£293.02 (+5.87%)
Vanguard US Equity Index A (VVUSEI) 15.1 £396.60 £6,102.98 +£114.32 (+1.91%)
Lazard Gbl Lst Inf Eq A Acc GBP (LZAAAP) 2,918.13 £1.71 £5,258.18 +£268.18 (+5.37%)
Old Mutual GlobEqAbsRtn RH A (VOAAFO) 3,674.85 £1.63 £6,461.86 +£471.85 (+7.88%)
Royal London ShtDr GblHY Bd M Acc (RLXYA) 4,990 £0.915 £5,111.76 +£545.91 (+11.96%)

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

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