Three lessons from February’s market turbulence
Mohammad Kamal Syed, head of asset management at Coutts considers how a diversified portfolio helped to preserve wealth during the worst of market falls in February
3 min read
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Cumulative returns calculated on sterling basis, including fees, charges and income to 29 February, 2020. 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-February 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, Investment Association, Morningstar, Eikon/Datastream. March 2020
MOHAMMAD KAMAL SYED
Head of Asset Management
|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||4.7%||1.3%||12.2%||9.1%||-5.1%||12.4%|
|Coutts Multi Asset Balanced Fund||6.0%||-0.4%||11.8%||9.5%||-7.0%||14.4%|
|Coutts Invest (Personal Portfolio Funds) Medium Risk||8.2%||n/a||n/a||8.5%||-4.4%||13.1%|
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.