Coutts Managed Balanced Fund 2 Acc GBP
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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.