Capability Brown

Coutts Multi-Asset Funds are a straightforward route to accessing our investment expertise. The single-priced, open-ended structure enables you to seamlessly buy and sell units as required, makes them ideal for regular contributions or investing through an ISA. The funds are available in both a distributing option, which regularly pays out dividends from the underlying investments, and an accumulating option, where dividends are used to buy more units and increase the value of the investment.

In this video, Head of Portfolio Management and Construction Alan Higgins and Strategic Investment Adviser Monique Wong explain how the Coutts approach to managing investments builds a diversified and long-term investment solution to meet a range of saving needs.

The Coutts Multi Asset Funds have been created on the foundation of Coutts investment principles  

We invest our clients’ money in diversified portfolios of quality investments, at attractive valuations, with a long-term view.

The CMAF range of funds invests across a diverse range of equities, bonds, commodities and property. Our allocation to different asset types is driven by our understanding of the macro-economic landscape. We look for undervalued investments and we’re selectively contrarian – if an asset type is unpopular and out of favour then that’s when we see the potential for gain. Our investment decisions are based on in-depth research and analysis, using specialist techniques to reduce volatility and enhance the funds’ overall balance of risk and return, catering to a broad range of investment objectives. 

To ensure cost-efficient management, Coutts Multi-Asset Funds invest in single securities and low-cost passive vehicles alongside best-in-class actively managed funds and specialist strategies, leveraging the expertise of our experienced investment analysts. Just as when we’re selecting investments, we seek well-managed and stable institutions to partner with, where we can rely on long-term stability.

And we are patient investors. Like many of our clients, we take the long-term view to fostering and growing wealth. We will stick with an idea that we believe in, staying focused on the fundamentals, and looking through the short-term fluctuations of market sentiment.

Coutts Multi-Asset Funds are available in defensive, balanced, growth and equity growth options.

  • Defensive – Aims to preserve the value of your investment over the medium term. It is designed to offer returns in excess of UK government bonds by investing mostly in UK government bonds and global fixed income assets. A smaller proportion of money goes into equities and alternative asset classes.
  • Balanced – Aims to increase the value of your investment in the medium term. It is designed to offer returns that fall between those available from UK bonds and UK equities by investing in a balance of UK government bonds, other global fixed income assets, equities and alternative asset classes.
  • Growth – Aims to increase the value of your investment over the long term. It is designed to offer returns that come close to UK equity markets with a lower level of risk by investing substantially in equities in both developed and emerging markets, with a smaller allocation to UK government bonds, global fixed income assets and alternative asset classes.
  • Equity growth – Aims to increase the value of your investment over the long term. It is designed to offer returns greater than those available from the UK equity markets by investing in equities in both developed and emerging markets, with the aim of capturing economic growth across global markets. It also allocates funds to alternative asset classes to ensure stability and diversification.

You can also choose GBP, EUR, USD and CHF denominated share classes in line with our international client base.

If you would like to learn more about investing through a Coutts Multi-Asset Fund please contact your Private Banker.

The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Investments in emerging markets are subject to certain special risks, which include, for example, a certain degree of political instability, relatively unpredictable financial market trends and economic growth patterns, a financial market that is still in the development stage and a weak economy.

IMPORTANT INFORMATION

This webpage is produced by Coutts for information purposes only and for the sole use of the recipient and may not be reproduced in part or full without the prior permission of Coutts.

The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment.

Past performance should not be taken as a guide to future performance.

In the case of some investments, they may be illiquid and there may be no recognised market for them and it may therefore be difficult for you to deal in them or obtain reliable information about their value or the extent of the risks to which they are exposed. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Investments in emerging markets are subject to certain special risks, which include, for example, a certain degree of political instability, relatively unpredictable financial market trends and economic growth patterns, a financial market that is still in the development stage and a weak economy.

The information in this webpage is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation. Nothing in this material constitutes investment, legal, credit, accounting or tax advice, or a representation that any investment or strategy is suitable or appropriate to your individual circumstances, or otherwise constitutes a personal recommendation to you.

The information in this webpage is believed to be correct but cannot be guaranteed. Any opinion or forecast constitutes our judgment as at the date of issue and is subject to change without notice. The analysis contained in this document has been procured, and may have been acted upon, by Coutts and connected companies for their own purposes, and the results are being made available to you on this understanding. To the extent permitted by law and without being inconsistent with any applicable regulation, neither Coutts nor any connected company accepts responsibility for any direct or indirect or consequential loss suffered by you or any other person as a result of your acting, or deciding not to act, in reliance upon such information, opinions and analysis.

This document has been produced by Financial Advice & Investment Solutions at Coutts and does not constitute investment research. Neither this document nor any copy thereof may be sent to or taken into the United States or distributed in the United States or to a US person. In certain other jurisdictions, the distribution may be restricted by local law or regulation.

Wealth division of Royal Bank of Scotland Group.

Coutts & Co. Registered in England No. 36695. Registered office 440 Strand, London WC2R 0QS. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

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