Coutts Managed Balanced Fund 2 Acc GBP header image

Coutts Managed Balanced Fund 2 Acc GBP

Fund

ISIN GB00BP6CD614 / Valor null

NAV (2025-02-07)
GBP 1.23-0.47%

Coutts Managed Balanced Fund 2 Acc GBP
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The fund aims to provide long-term capital appreciation and income growth over a period of 5 years or more.

Fund Exposure

The fund will invest in a mix of higher risk assets, such as UK and overseas shares, real estate, and commodities, as well as lower risk assets, such as UK and overseas bonds. The majority of the portfolio will be invested in collective investment schemes, with allocations determined by the Investment Manager. The fund will be managed relative to a benchmark and will have a level of exposure to different asset classes in line with the benchmark weightings.

Risks

The fund may be subject to risks associated with investing in higher risk assets, such as shares, real estate, and commodities. Additionally, there is a risk of underperformance relative to the benchmark due to the fund's constraints in managing risk within a Tracking Error of 4%. Investors should also be aware of the potential fluctuations in the value of their investment over the minimum investment horizon of 5 years.

Content summarized by AI chatbot
Source

https://www.coutts.com/personal-portfolio-funds/personal-portfolio-fund-3.html

Tags:
msci world multi asset balanced

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Coutts Managed Balanced Fund 4 Inc GBP
Coutts Managed Balanced Fund 4 Inc GBP Coutts Managed Balanced Fund 4 Inc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%GBP 1.19
Coutts Managed Balanced Fund 3 Inc GBP
Coutts Managed Balanced Fund 3 Inc GBP Coutts Managed Balanced Fund 3 Inc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.47%GBP 1.18
Coutts Managed Balanced Fund 2 Inc GBP
Coutts Managed Balanced Fund 2 Inc GBP Coutts Managed Balanced Fund 2 Inc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.47%GBP 1.19
Coutts Managed Balanced Fund 3 Acc GBP
Coutts Managed Balanced Fund 3 Acc GBP Coutts Managed Balanced Fund 3 Acc GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%GBP 1.23