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Personal Portfolio Fund 1st Year Anniversary Investment Performance Update

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Summary

One year on from their launch, how have the Coutts Personal Portfolio Funds performed?

3 min read

After a strong year for global markets, Alan Higgins, Managing Director, Global Markets reflects on the investment performance of Coutts Personal Portfolio Funds and our outlook for the year ahead.

“One year on our robust investment process has delivered strong results”
Video player requires JavaScript enabled. You can watch this video here: https://www.youtube.com/watch?v=9f1OJfHcW0M

Key points:

  • Despite a number of unexpected political events such as the Brexit vote, our five funds have proven very resilient and delivered strong performance in relation to their specific risk profiles.
  • They have benefited from one of our core investment principles: diversification - across asset classes, countries and currencies.
  • Diversification will continue to be a key driver of long term performance

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Key Takeaways

Our five funds have proven very resilient and delivered strong performance in relation to their specific risk profiles. Our Personal Portfolio Funds can be accessed through Coutts Invest. For more information, contact your Private Banker.

About Coutts investments

With unstinting focus on client objectives and capital preservation, Coutts Investments provide high-touch investment expertise that centres on diversified solutions and a service-led approach to portfolio management. Our investment process is as disciplined as it is creative – ensuring tailored solutions with robust results.

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