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PORTFOLIO SERVICE

Investment strategies devised in line with your objectives and to maximise market opportunities.

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Performance over the last quarter

Name Last Quarter March 2015 - March 2016  March 2016 - March 2017 March 2017- March 2018 March 2018 - March 2019 March 2019 - March 2020 Three-year annualised performance Five-year annualised performance
Defensive -5.6% -0.2% 8.0% 2.2% 1.5% -2.5% 0.6% 2.0%
Balanced -10.3% -3.0% 15.9% 3.0% 3.3% -4.2% 0.2% 2.5%
Growth -16.4% -3.2% 21.3% 3.4% 4.7% -8.8% -0.7% 2.6%
Source: Coutts & Co. & Morningstar, 31 March 2020

Performance figures are composite returns from the actual portfolios of all clients shown on a total return basis and quoted net of all fees. For the composite performance calculation, individual portfolio monthly returns are asset-weighted based on their respective asset values at the beginning of the month.

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.

 

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Personal Portfolio Funds UK 

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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