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 £25,002.50 with total return +0.01% (+£2.50) since inception.
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: 20 May 2026 08:14.
Portfolio age: 0 days.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
Legal & General Global Technology Index Trust
ISIN: GB00BJLP1W53
|
Unit Trust | 3 · Low-Med | £4,092.50 | £4,092.50 | £0.00 | 0.00% | 16.4% | 20 May | |
|
Legal & General International Index Trust
ISIN: GB00BG0QP604
|
Unit Trust | 3 · Low-Med | £3,727.50 | £3,727.50 | £0.00 | 0.00% | 14.9% | 20 May | |
|
Legal & General US Index
ISIN: GB00BG0QPL51
|
Unit Trust | 3 · Low-Med | £2,810.00 | £2,810.00 | £0.00 | 0.00% | 11.2% | 20 May | |
|
Fundsmith Equity
ISIN: GB00B41YBW71
|
Unit Trust | 3 · Low-Med | £2,757.50 | £2,757.50 | £0.00 | 0.00% | 11.0% | 20 May | |
|
abrdn Global Smaller Companies
ISIN: GB00BBX46522
|
Unit Trust | 3 · Low-Med | £2,580.00 | £2,580.00 | £0.00 | 0.00% | 10.3% | 20 May | |
|
HL Multi-Manager Special Situations Trust
ISIN: GB0030281066
|
Unit Trust | 3 · Low-Med | £2,535.00 | £2,535.00 | £0.00 | 0.00% | 10.1% | 20 May | |
|
Royal London Sterling Extra Yield Bond
ISIN: IE00BJBQC361
|
Bond | 3 · Low-Med | £1,720.00 | £1,720.00 | £0.00 | 0.00% | 6.9% | 20 May | |
|
Vanguard LifeStrategy 80% Equity
ISIN: GB00B4PQW151
|
Unit Trust | 3 · Low-Med | £1,557.50 | £1,557.50 | £0.00 | 0.00% | 6.2% | 20 May | |
|
Baillie Gifford European
ISIN: GB0006058258
|
Unit Trust | 3 · Low-Med | £1,160.00 | £1,160.00 | £0.00 | 0.00% | 4.6% | 20 May | |
|
Artemis SmartGARP Global Smaller Companies
ISIN: GB00BMWVS110
|
Unit Trust | 3 · Low-Med | £502.50 | £502.50 | £0.00 | 0.00% | 2.0% | 20 May | |
|
Baillie Gifford Emerging Markets Leading Companies
ISIN: GB00B06HZN29
|
Unit Trust | 3 · Low-Med | £497.50 | £497.50 | £0.00 | 0.00% | 2.0% | 20 May | |
|
Baillie Gifford American
ISIN: GB0006061963
|
Unit Trust | 3 · Low-Med | £457.50 | £457.50 | £0.00 | 0.00% | 1.8% | 20 May | |
|
CT Japan
ISIN: GB00B7TRT705
|
Unit Trust | 3 · Low-Med | £345.00 | £345.00 | £0.00 | 0.00% | 1.4% | 20 May | |
|
IFSL Marlborough Nano-Cap Growth
ISIN: GB00BF2ZV048
|
Unit Trust | 3 · Low-Med | £260.00 | £260.00 | £0.00 | 0.00% | 1.0% | 20 May | |
| Total | £25,002.50 | £25,002.50 | £0.00 | 0.00% | |||||
Investment Portfolio Dashboard for cross-strategy performance comparison and return tracking.
Investment Portfolio Graphs & Analysis for trend, volatility, and momentum views.
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.