Coutts Managed Global Defensive Fund 4 Inc USD header image

Coutts Managed Global Defensive Fund 4 Inc USD

Fund

ISIN GB00BM9Y2H74 / Valor null

NAV (2025-11-14)
USD 1.16-0.34%

Coutts Managed Global Defensive Fund 4 Inc USD
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The Coutts Managed Global Defensive Fund aims for long-term growth by allocating at least 65% of its portfolio to lower-risk global bonds and up to 35% to higher-risk global shares. Additionally, the fund includes indirect investments in real estate and commodities through regulated collective investment schemes like real estate investment trusts (REITs) and exchange-traded funds (ETFs). Most of the fund’s investments are held within these collective investment vehicles, allowing the Investment Manager to strategically balance income and potential capital gains by adjusting the mix of bonds, shares, real estate, and commodities as needed.

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msci world global bonds global shares

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OTHER SHARE CLASSES OF THIS FUND

Coutts Managed Global Defensive Fund 2 Acc GBP Hedged
Coutts Managed Global Defensive Fund 2 Acc GBP Hedged Coutts Managed Global Defensive Fund 2 Acc GBP Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.34%GBP 1.22
Coutts Managed Global Defensive Fund 3 Acc GBP Hedged
Coutts Managed Global Defensive Fund 3 Acc GBP Hedged Coutts Managed Global Defensive Fund 3 Acc GBP Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.34%GBP 1.22
Coutts Managed Global Defensive Fund 3 Inc GBP Hedged
Coutts Managed Global Defensive Fund 3 Inc GBP Hedged Coutts Managed Global Defensive Fund 3 Inc GBP Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%GBP 1.14
Coutts Managed Global Defensive Fund 3 Inc EUR Hedged
Coutts Managed Global Defensive Fund 3 Inc EUR Hedged Coutts Managed Global Defensive Fund 3 Inc EUR Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%EUR 1.08
Coutts Managed Global Defensive Fund 3 Acc USD
Coutts Managed Global Defensive Fund 3 Acc USD Coutts Managed Global Defensive Fund 3 Acc USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.34%USD 1.25
Coutts Managed Global Defensive Fund 3 Inc USD
Coutts Managed Global Defensive Fund 3 Inc USD Coutts Managed Global Defensive Fund 3 Inc USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.34%USD 1.16
Coutts Managed Global Defensive Fund 3 Acc EUR Hedged
Coutts Managed Global Defensive Fund 3 Acc EUR Hedged Coutts Managed Global Defensive Fund 3 Acc EUR Hedged
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%EUR 1.16