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 2009-2015 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

Cumulative

Money Observer Balanced Portfolio

36%

3.5%

7.4%

16.4%

8.7%

14.9%

120%

Fund start date 17/3/2009

 

 

Money Observer Balanced Portfolio October 2015 Update
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 October 2015.pdf
Adobe Acrobat document [824.1 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 Print | Sitemap
© Kohn Cougar is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 627353