Coutts Multi Asset Personal Portfolio 3 GBP A Acc

Ranked 124 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide a total return over the medium to longer-term through investing in a diversified portfolio of assets. The Investment Manager will actively select a mix of assets (e.g. equities and bonds) and the combination of developed and emerging markets, best placed to meet the overall objective of the Fund. To meet the expectations of the typical investor it is intended to invest at least 45% of the Net Asset Value of the Fund in equities and equity related securities, with some exposure to debt instruments. Other asset classes may include exposure to property, commodities, ancillary liquid assets and cash.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.4% -3.5% 3.9% 1.7% -6.2%
2017 8.5% 3.2% 0.5% 1.1% 3.5%
2016 6.7% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/2016
  • Base currencyGBP
  • ISIN IE00BYYCCF89

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).