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Coutts Multi Asset Global Balanced Fund A CHF Distributing

Performance History30/11/2016
Growth of 1,000 (GBP) Advanced Graph
Coutts Multi Asset Global Balanced Fund A CHF Distributing
Fund-10.3-1.02.116.7
+/-Cat-3.0-2.4-1.3-
+/-B’mrk--0.9-6.2-4.4-
 
Key Stats
NAV
06/12/2016
 CHF 1.05
Day Change 0.58%
Morningstar Category™ CHF Moderate Allocation
ISIN IE00B8HJS785
Fund Size (Mil)
-
 -
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
30/11/2017
  0.99%
Investment Objective: Coutts Multi Asset Global Balanced Fund A CHF Distributing
The Fund aim is to maintain a balance between bonds and equities and to increase the value of the investment in the medium term while providing income.
Returns
Trailing Returns (GBP)06/12/2016
YTD16.63
3 Years Annualised5.79
5 Years Annualised-
10 Years Annualised-
12 Month Yield 1.84
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
David Broomfield
15/11/2012
Inception Date
14/11/2012
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedCat 50%Citi SwissGBI&50%MSCI Wld Free NR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Coutts Multi Asset Global Balanced Fund A CHF Distributing-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
Coutts Multi Asset Global Balanced Fund A CHF Distributing
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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