Coutts Managed Global Ambitious Fund 3 USD Acc
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General Objective
The Fund aims to increase in value over the long term (5 years or more), with the majority of the return expected to come from capital appreciation and some potential for income generation.
Fund Exposure
The Fund will invest at least 65% in higher risk assets, such as global shares, real estate, and commodities, and up to 35% in lower risk assets, such as global bonds. The Investment Manager will manage the Fund's exposure to different asset classes in line with benchmark weightings, with a Tracking Error of 4%.
Risks
The Fund is designed for retail customers with medium to high risk tolerance, accepting potential fluctuations in the value of their investment and bearing losses to their capital. The Fund may invest in money-market instruments, cash instruments, deposits, and Derivatives for Efficient Portfolio Management purposes, which may introduce additional risks.