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DISCRETIONARY INVESTMENT MANAGEMENT SERVICE

A discretionary managed investment solution, using a multi-asset approach, designed to cover a number of different risk profiles to meet a range of client needs and goals.

 

Read our latest investment insights.  

Performance (%)

Sterling portfolio

Name

30/06/2017 to 30/06/2018

30/06/2018 to 30/06/2019

30/06/2019 to 30/06/2020

30/06/2020 to 30/06/2021

30/06/2021 to 30/06/2022

10-year annualised

Wealth Preservation

1.0 2.1 1.6 3.5 -11.6 1.9

Peer group - ARC Cautious PCI

1.4 2.4 1.7 7.3 -5.2 2.9

Composite benchmark

3.8 6.0 7.4 2.6 -10.2 4.0
 

Wealth Enhancement MT

3.8 2.0 0.2 10.5 -8.2 4.1

Peer group - ARC Balanced PCI

3.0 2.7 0.5 11.8 -6.6 4.3

Composite benchmark

5.7 6.1 4.4 8.9 -6.4 6.0
 

Wealth Enhancement LT

5.4 1.5 -2.0 18.8 -5.4 5.9

Peer group - ARC Steady Growth PCI

4.9 3.5 -0.5 15.9 -7.7 5.6

Composite benchmark

7.5 6.1 1.2 15.4 -2.7 7.8
 

Wealth Generation

7.1 1.6 -4.3 24.0 -2.3 7.3

Peer group – ARC Equity Risk PCI

6.4 4.0 -1.1 20.6 -8.9 6.7

Composite benchmark

9.3 5.4 -4.7 21.5 2.4 9.3
 

Diversified Bond Portfolio

-1.6 5.5 2.8 1.8 -13.6 1.2

Peer group - ARC Cautious PCI

1.4 2.4 1.7 7.3 -5.2 2.9

Composite benchmark

0.8 6.8 8.2 -0.4 -14.1 2.4

Charity portfolio

Name

30/06/2017 to 30/06/2018

30/06/2018 to 30/06/2019

30/06/2019 to 30/06/2020

30/06/2020 to 30/06/2021

30/06/2021 to 30/06/2022

10-year annualised

Trust

2.7 2.0 0.1 10.4 -8.1 3..8

Peer group - ARC Balanced PCI

3.0 2.7 0.5 11.8 -6.6 4.3

Composite benchmark

5.7 6.1 4.4 8.9 -6.4 6.0
 

Charity Reserve Preservation

1.1 2.7 1.9 4.1 -11.2 2.2

Peer group - ARC GBP Charity Cautious

1.0 2.6 1.5 6.1 -3.8 2.9

Composite benchmark

3.8 6.0 7.4 2.6 -10.2 4.0
 

Charity Reserve Enhancement Medium Term

4.0 2.4 0.8 11.3 -7.8 4.4

Peer group - ARC GBP Charity Balanced Asset

3.7 3.3 0.0 12.9 -4.7 5.1

Composite benchmark

5.7 6.1 4.4 8.9 -6.4 6.0
 

Charity Reserve Enhancement Long Term

5.5 1.9 -1.4 19.7 -4.9 6.2

Peer group - ARC GBP Charity Steady Growth

5.4 4.3 -0.9 16.6 -5.7 6.4

Composite benchmark

7.5 6.1 1.2 15.4 -2.7 7.8
 

Charity Reserve Generation

6.8 2.2 -4.0 24.5 -1.6 7.0

Peer group - ARC GBP Charity Equity Risk

6.3 4.6 -3.4 20.5 -6.8 7.1

Composite benchmark

9.3 5.4 -4.7 21.5 2.4 9.3

Return data for funds are calculated net of fees, in sterling and assumes reinvestment of dividends. Past performance should not be taken as a guide to future performance. Peer group returns provided by Asset Risk Consultants (ARC); end-June data represents ARC estimate. Benchmarks represent a static mix of equities and bonds in proportions relevant to each strategy. 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. Source: Coutts & Co., Asset Risk Consultants (ARC) and Refinitiv, 30 June 2022

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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