Junior SIPP portfolio seeded from provided allocations and start prices.
This strategy is self-directed and built from manual, conviction-led research picks. This junior sipp investment strategy started on 20 May 2026 with £25,000.00 and is tracked to monitor long-term consistency, risk control, and holding-level contribution.
Performance context: Current value is £26,508.42 with total return +6.03% (+£1,508.42) since inception. Over the latest 30-day window, return moved +1.92%.
Risk level: Balanced (3.0/7).
Why: Most money sits in Risk 3 assets. The blend sets the overall score.
Top positions: Legal & General Global Technology Index Trust, Legal & General International Index Trust, Legal & General US Index.
Main asset type: Unit Trust (93.1% of invested capital).
Holdings and data: 14 active holdings. Latest pricing update: 04 Oct 2026 00:00.
Portfolio age: 137 days.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
Legal & General Global Technology Index Trust
(GB00BJLP1W53)
0P0001FVLM.L YF
|
Unit Trust | 3 · Low-Med | £4,092.50 | £4,651.71 | +£559.21 | +13.66% | 16.4% | 04 Oct | |
|
Legal & General International Index Trust
(GB00BG0QP604)
0P000102M4.L YF
|
Unit Trust | 3 · Low-Med | £3,727.50 | £3,979.11 | +£251.61 | +6.75% | 14.9% | 04 Oct | |
|
Legal & General US Index
(GB00BG0QPL51)
0P000102MM.L YF
|
Unit Trust | 3 · Low-Med | £2,810.00 | £3,004.50 | +£194.50 | +6.92% | 11.2% | 04 Oct | |
|
Fundsmith Equity
(GB00B41YBW71)
0P0000RU81.L YF
|
Unit Trust | 3 · Low-Med | £2,757.50 | £2,848.89 | +£91.39 | +3.31% | 11.0% | 04 Oct | |
|
abrdn Global Smaller Companies
(GB00BBX46522)
0P0000Z8O1.L YF
|
Unit Trust | 3 · Low-Med | £2,580.00 | £2,606.66 | +£26.66 | +1.03% | 10.3% | 04 Oct | |
|
HL Multi-Manager Special Situations Trust
(GB0030281066)
0P00000LOS.L YF
|
Unit Trust | 3 · Low-Med | £2,535.00 | £2,652.88 | +£117.88 | +4.65% | 10.1% | 04 Oct | |
|
Royal London Sterling Extra Yield Bond
(IE00BJBQC361)
0P000121EC.L YF
|
Bond | 3 · Low-Med | £1,720.00 | £1,670.04 | -£49.96 | -2.90% | 6.9% | 04 Oct | |
|
Vanguard LifeStrategy 80% Equity
(GB00B4PQW151)
0P0000TKZM.L YF
|
Unit Trust | 3 · Low-Med | £1,557.50 | £1,620.15 | +£62.65 | +4.02% | 6.2% | 04 Oct | |
|
Baillie Gifford European
(GB0006058258)
0P00000QWM.L YF
|
Unit Trust | 3 · Low-Med | £1,160.00 | £1,203.89 | +£43.89 | +3.78% | 4.6% | 04 Oct | |
|
Artemis SmartGARP Global Smaller Companies
(GB00B568S201)
0P0000W36I.L YF
|
Unit Trust | 3 · Low-Med | £502.50 | £559.77 | +£57.27 | +11.40% | 2.0% | 04 Oct | |
|
Baillie Gifford Emerging Markets Leading Companies
(GB00B06HZN29)
0P00002A8C.L YF
|
Unit Trust | 3 · Low-Med | £497.50 | £534.81 | +£37.31 | +7.50% | 2.0% | 04 Oct | |
|
Baillie Gifford American
(GB0006061963)
0P00000VC9.L YF
|
Unit Trust | 3 · Low-Med | £457.50 | £524.65 | +£67.15 | +14.68% | 1.8% | 04 Oct | |
|
CT Japan
(GB00B7TRT705)
0P0000X7E6.L YF
|
Unit Trust | 3 · Low-Med | £345.00 | £387.64 | +£42.64 | +12.36% | 1.4% | 04 Oct | |
|
IFSL Marlborough Nano-Cap Growth
(GB00BF2ZV048)
|
Unit Trust | 3 · Low-Med | £260.00 | £263.73 | +£3.73 | +1.44% | 1.0% | 10 Aug | |
| Total | £25,002.50 | £26,508.42 | +£1,505.92 | +6.02% | |||||
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About This Simulated Investment Portfolio Project for methodology and rebalance process.
Investment FAQ For First-Time Investors for portfolio basics, risk, and cost awareness.
Investment Strategy Glossary for key terms like asset allocation, rebalance, and risk profile.