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Coutts Multi Asset Global Balanced Fund B CHF Accumulating

Performance History31/10/2019
Growth of 1,000 (GBP) Advanced Graph
Coutts Multi Asset Global Balanced Fund B CHF Accumulating
Fund1.519.97.0-5.99.1
+/-Cat-1.90.14.4-3.11.0
+/-B’mrk-5.0-3.04.1-7.20.7
 
Key Stats
NAV
15/11/2019
 CHF 1.13
Day Change -0.35%
Morningstar Category™ CHF Moderate Allocation
ISIN IE00B8HJ2K93
Fund Size (Mil)
-
 -
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
18/02/2019
  1.48%
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.
Returns
Trailing Returns (GBP)15/11/2019
YTD9.63
3 Years Annualised3.62
5 Years Annualised5.50
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
David Broomfield
15/11/2012
Inception Date
28/02/2013
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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 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(https://www.morningstar.com/research/signature)

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