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
Fund25.9-0.21.88.42.0
+/-Cat3.01.9-0.42.31.7
+/-B’mrk1.60.8-2.2-0.7-3.6
 
Key Stats
NAV
27/05/2020
 USD 1.29
Day Change 1.60%
Morningstar Category™ USD Cautious Allocation
ISIN IE00B84BGB71
Fund Size (Mil)
-
 -
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
06/03/2020
  0.93%
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.
Returns
Trailing Returns (GBP)27/05/2020
YTD6.57
3 Years Annualised5.03
5 Years Annualised7.90
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
David Broomfield
15/11/2012
Inception Date
03/10/2013
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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

Related

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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