The Money Observer Kohn Cougar Balanced Portfolio is a £100,000 investment portfolio managed by Kohn Cougar.
It was created after Money Observer magazine approached us to ask if we would use our expertise to display how investments can generate fantastic returns with the right guidance.
The chart below displays the annual breakdown of the portfolio's performance:
The table below shows a quantitative breakdown of the growth the portfolio has experienced over the 2009-2017 period and a cumulative figure for growth since inception:
|
Fund Name |
March 2009- 2010 |
March 2010-2011 |
March 2011-2012 |
March 2012-2013 |
March 2013-2014 |
March 2014-2015 |
March 2015-2016 |
March 2016-2017 |
Cumulative
|
|
Money Observer Balanced Portfolio |
36% |
3.5% |
74% |
16.4% |
8.7% |
14.9% |
-8.2% |
26.4% | 155% |
|
Fund start date 17/3/2009 |
|
||||||||
In this PDF you will find a written update on the performance of the £100,000 portfolio and how its management has been adapted to continue producing growth in the face of changing global situations.
Balanced Portfolio.pdf
Adobe Acrobat document [198.2 KB]
For more information on the Money Observer Balanced Portfolio follow these links:
http://www.moneyobserver.com/portfolio-ideas/100000-balanced-portfolio - Providing constant updates on the each of the portfolio components
http://www.moneyobserver.com - The Money Observer homepage
Print