Coutts Multi Asset UK Defensive GBP A Dist

Ranked 64 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The fund's aim is to maintain the value of the investment over the medium term while providing 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 fund will invest mainly in debt, the majority of which will be investment grade, where the credit risk is considered to be lower than for non-investment 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

Conservative GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -5.6% -2.6% 0.9% 0.1% -4.2%
2017 6.7% 2.9% 1.5% 0.5% 1.7%
2016 9.3% 1.1% 2.8% 5.2% 0.0%
2015 -0.5% 4.8% -3.4% -2.4% 0.7%
2014 8.3% 1.6% 2.2% 1.5% 2.8%
2013 2.8% 3.1% -3.8% 1.9% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/11/2012
  • Base currencyGBP
  • ISIN IE00B7W44C82

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).