Coutts Multi Asset Global Balanced Fund B CHF Accumulating

Performance History30/04/2020
Growth of 1,000 (GBP) Advanced Graph
Coutts Multi Asset Global Balanced Fund B CHF Accumulating
Key Stats
 CHF 1.08
Day Change 1.48%
Morningstar Category™ CHF Moderate Allocation
Fund Size (Mil)
Share Class Size (Mil)
Max Initial Charge -
Ongoing Charge
Investment Objective: Coutts Multi Asset Global Balanced Fund B CHF Accumulating
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.
Trailing Returns (GBP)27/05/2020
3 Years Annualised1.66
5 Years Annualised4.43
10 Years Annualised-
12 Month Yield 0.00
Manager Name
Start Date
David Broomfield
Inception Date
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 B CHF Accumulating-
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 B CHF Accumulating


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(

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