Taking a long-term view of markets
What you can do to help shield your investments from the coronavirus outbreak.
3 min read
08 Feb 2021Investors are reportedly making fortunes from their sofa using online trading apps to pursue highly speculative assets and trading strategies. We don’t think these are sustainable investment strategies, but they point to trends that could have long-term consequences for markets.3 min
03 Feb 2021What the buying activity of Coutts clients tells us about the future of the market for prime property across the UK. Plus our usual round up of the latest local London trends. Welcome to our latest Coutts London Prime Property Index.6 min
Strong long-term returns
We are proud of the results our methodical and disciplined investment approach has generated. We think it reflects the effort and energy we expend on research and analysis of long-term economic and market trends. As at 31 January, net of fees:
- over five years, a typical discretionary sterling balanced portfolio has returned 30.9% compared to a 22.7% return for peers (source: Asset Risk Consultants, estimated to end January)
- five-year performance of our UK balanced fund is also ahead of competitors, at 26.5% compared to 25.1% for the peer group (source: Investment Association)
- the Personal Portfolio Funds that underlie our Coutts Invest online investment platform don’t have a five-year history, but since starting up in June 2016, they have returned 33.4% compared to a 24.1% for peers (source: Investment Association)
When investing, past performance should not be taken as a guide to future performance. 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.
A watchful eye on the future
Events such as we have seen in January are by their very nature unpredictable, and that’s why we focus on analysis of the underlying health of the economy and markets to make decisions for the long term. Constant vigilance and analysis are vital. As ever we will be considering developments carefully and are ready to take timely action when required in our continuing efforts to support and grow your wealth.
If you would like to talk to us about investing with Coutts, speak to your private banker or wealth manager, or call Coutts 24 on +44 (0) 20 7957 2424.
Mohammad Kamal Syed
Head of Asset Management
|Coutts investment performance|
|2019||Annualised since inception||Dec 2014 to Dec 2015||Dec 2015 to Dec 2016||Dec 2016 to Dec 2017||Dec 2017 to Dec 2018||Dec 2018 to Dec 2019|
|Discretionary Portfolio Service –Sterling Portfolio||12.40%||4.70%||1.30%||12.20%||9.10%||-5.10%||12.40%|
|Coutts Multi Asset Fund UK Balanced||14.40%||6.00%||-0.40%||11.80%||9.50%||-7.00%||14.40%|
|Coutts Invest (Personal Portfolio Funds) Medium Risk||13.10%||8.20%||n/a||n/a||8.50%||-4.40%||13.10%|
When investing, past performance should not be taken as a guide to future performance. 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.
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.Discover more about Coutts investments