A strong start to 2020
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With the new year well underway, I wanted to give you a quick update on our current market views and latest fund and portfolio performance.
*Cumulative returns calculated on sterling basis, including fees, charges and income to 31 December, 2019. Discretionary sterling balanced portfolio - calculated based on composite performance, individual portfolio monthly returns are asset-weighted based on their respective asset values at the beginning of the month. Peer group returns provided by Asset Risk Consultants (ARC); end-December data represents ARC estimate. Coutts Invest (medium risk fund) and Coutts Multi-Asset Fund – performance compared to Investment Association 20-60% Shares peer group sector. Sources: Coutts & Co, ARC, IA, Morningstar, Eikon/Datastream, January 2020
|Coutts investment performance|
|12-month performance to end of last quarter|
|2019||Annualised since inception*||Dec 14 – Dec 15||Dec 15 – Dec 16||Dec 16 – Dec 17||Dec 17 – Dec 18||Dec 18 – Dec 19|
|Coutts Multi-Asset Fund UK balanced||14.4||6.1||-0.4||11.8||9.5||-7.0||14.4|
|Discretionary sterling balanced portfolio||12.4||4.8||1.3||12.2||9.1||-5.1||12.4|
|Coutts Invest (medium risk fund)||13.1||8.4||n/a||n/a||8.5||-4.4||13.1|
Numbers shown are percentages. Data as at 31 December 2019. Source: Coutts. All returns in sterling, net of fees.
* Coutts Multi-Asset Fund UK balanced inception date: 14/11/2012
**Discretionary sterling balanced portfolio inception date: 31/12/2006
***Coutts Invest (medium risk fund) inception date: 1/6/2016
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.