Coutts Multi Asset Global Defensive Fund A USD Accumulating

Performance History30/04/2020
Growth of 1,000 (GBP) Advanced Graph
Coutts Multi Asset Global Defensive Fund A USD Accumulating
Key Stats
 USD 1.29
Day Change 1.60%
Morningstar Category™ USD Cautious Allocation
Fund Size (Mil)
Share Class Size (Mil)
Max Initial Charge -
Ongoing Charge
Investment Objective: Coutts Multi Asset Global Defensive Fund A USD Accumulating
The Fund aim is to maintain the value of the investment over the medium term while providing income.
Trailing Returns (GBP)27/05/2020
3 Years Annualised5.03
5 Years Annualised7.90
10 Years Annualised-
12 Month Yield 0.00
Manager Name
Start Date
David Broomfield
Inception Date
Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedCat 75%Barclays US Agg TR&25%FTSE Wld TR
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 Defensive Fund A USD 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 Defensive Fund A USD 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(

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
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Member User Agreement        Cookies