Coutts Multi Asset UK Balanced GBP A Dist

Ranked 271 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The fund's aim is to provide a balance between growth and income. The fund's focus will be the UK. The fund has discretion to invest across multiple asset types. Investments will include debt issued by companies, governments or other entities, shares in companies and cash. The majority of debt holdings will be investment grade, where the credit risk is considered to be lower than for noninvestment grade debt securities. The fund can invest directly, through other funds, or through financial contracts (derivatives) whose value is linked to expected price movements of those assets.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 271/395 Total Return
  • Rank 257/395 Standard Deviation
  • Rank 300/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.0% -3.5% 3.3% 0.7% -7.3%
2017 9.5% 3.7% 1.4% 1.4% 2.8%
2016 11.8% -0.3% 2.6% 6.4% 2.8%
2015 -0.4% 5.5% -2.5% -5.1% 2.1%
2014 5.5% 0.7% 2.0% 1.1% 1.7%
2013 9.1% 6.0% -2.8% 2.7% 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Isle of Man
  3. Jersey
  4. Singapore
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date14/11/2012
  • Base currencyGBP
  • ISIN IE00B87MKL51

Purchase Info

  • Min. initial investment50,000
  • 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).