Selections based on my own research using Morning Star and TrustNet amongst other sources.
This strategy is self-directed and built from manual, conviction-led research picks. This my investment strategy started on 12 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 £26,387.75 with total return +5.55% (+£1,387.75) since inception. Over the latest 30-day window, return moved +0.72%.
Risk level: Adventurous (4.6/7).
Why: Most money sits in Risk 3 assets. The blend sets the overall score.
Top positions: Vanguard Global Bond Index Fund, Fidelity Index US Fund, Vanguard UK Gilt UCITS ETF.
Main asset type: OEIC (69.0% of invested capital).
Holdings and data: 14 active holdings. Latest pricing update: 30 Sep 2026 00:00.
Portfolio age: 141 days.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
Vanguard Global Bond Index Fund
(IE00B50W2R13)
0P0000KM24.L YF
|
OEIC | 3 · Low-Med | £8,750.00 | £8,566.43 | -£183.57 | -2.10% | 35.0% | 30 Sep | |
|
Fidelity Index US Fund
(GB00BJS8SH10)
0P000125KU.L YF
|
OEIC | 7 · Very High | £5,500.00 | £5,963.48 | +£463.48 | +8.43% | 22.0% | 30 Sep | |
|
Vanguard UK Gilt UCITS ETF
VGOV.L YF
|
ETF | 2 · Low | £2,250.00 | £2,201.10 | -£48.90 | -2.17% | 9.0% | 30 Sep | |
|
BlackRock European Dynamic Fund
(GB00BCZRNN30)
BRED.F YF
|
Unit Trust | 7 · Very High | £1,500.00 | £1,609.71 | +£109.71 | +7.31% | 6.0% | 10 Aug | |
|
Rathbone Ethical Bond Fund
(GB00B77DQT14)
0P0000VDY8.L YF
|
Unit Trust | 4 · Medium | £1,250.00 | £1,243.65 | -£6.35 | -0.51% | 5.0% | 30 Sep | |
|
Royal London Index Linked Fund
(GB00B8DDWW71)
0P0000YT4W.L YF
|
OEIC | 2 · Low | £1,000.00 | £992.40 | -£7.60 | -0.76% | 4.0% | 30 Sep | |
|
Baillie Gifford Japanese Fund
(GB0006011133)
0P00000QWA.L YF
|
OEIC | 7 · Very High | £750.00 | £855.95 | +£105.95 | +14.13% | 3.0% | 30 Sep | |
|
JPM Emerging Markets Equity Fund
(GB0030881774)
0P000013TQ.L YF
|
OEIC | 7 · Very High | £750.00 | £770.25 | +£20.25 | +2.70% | 3.0% | 30 Sep | |
|
Barclays PLC
BARC.L YF
|
Stock | 6 · High | £550.00 | £582.01 | +£32.01 | +5.82% | 2.2% | 30 Sep | |
|
Shell PLC
SHEL.L YF
|
Stock | 6 · High | £550.00 | £631.83 | +£81.83 | +14.88% | 2.2% | 30 Sep | |
|
Greggs PLC
GRG.L YF
|
Stock | 6 · High | £550.00 | £640.13 | +£90.13 | +16.39% | 2.2% | 30 Sep | |
|
ASOS PLC
ASC.L YF
|
Stock | 5 · Med-High | £550.00 | £1,189.02 | +£639.02 | +116.19% | 2.2% | 30 Sep | |
|
Vodafone Group
VOD.L YF
|
Stock | 5 · Med-High | £550.00 | £608.71 | +£58.71 | +10.67% | 2.2% | 30 Sep | |
|
Stewart Investors Asia Pac Leaders
(GB0033874768)
0P00000H6Q.L YF
|
OEIC | 6 · High | £500.00 | £533.09 | +£33.09 | +6.62% | 2.0% | 30 Sep | |
| Total | £25,000.00 | £26,387.75 | +£1,387.75 | +5.55% | |||||
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.