Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

Coutts Multi Asset Global Balanced Fund B CHF Distributing

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
Coutts Multi Asset Global Balanced Fund B CHF Distributing
Fund1.520.07.0-5.911.6
+/-Cat-1.90.24.4-3.1-0.1
+/-B’mrk-5.0-3.04.1-7.2-0.8
 
Key Stats
NAV
07/10/2019
 CHF 1.01
Day Change -0.06%
Morningstar Category™ CHF Moderate Allocation
ISIN IE00B8HJV466
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 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)07/10/2019
YTD11.57
3 Years Annualised3.19
5 Years Annualised6.67
10 Years Annualised-
12 Month Yield 1.39
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
David Broomfield
15/11/2012
Inception Date
04/02/2013
Advertisement
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 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 B 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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites