Coutts Managed Funds

Key client documents

The Coutts Managed Fund (CMaF) range, within the RBS Investment Funds ICVC, is available to new investors through our Wealth Advice business. These are UK domiciled funds launched between 2019 and 2022.

Coutts Managed Defensive Fund

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed so this mix can change over time.

Coutts Managed Cautious Fund

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation. 

The long term asset mix is made up of 60% Bonds and 40% Equities. The fund is actively managed so this can change over time.

Coutts Managed Balanced Fund

The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.

The long term asset mix is made up of 45% Bonds and 55% Equities. The fund is actively managed so this can change over time.

Coutts Managed Ambitious Fund

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed so this mix can change over time.

Coutts Managed Adventurous Fund

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 10% Bonds and 90% Equities. The fund is actively managed so this mix can change over time.

Coutts Managed Equity Fund

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 100% Equities. The fund is actively managed so this mix can change over time.

Coutts Managed Global Defensive Fund

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed so this mix can change over time.

The base currency of the fund is USD and hedging to EUR is available.

Coutts Managed Global Balanced Fund

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed so this can change over time.

The base currency of the fund is USD and hedging to EUR is available.

Coutts Managed Global Ambitious Fund

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed so this mix can change over time.

The base currency of the fund is USD and hedging to EUR is available.