Coutts Managed Cautious Fund 1 AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | 3.80 | 3.30 | -13.31 | 7.83 | 4.53 | |||
+/- Category | -0.03 | -0.15 | -3.03 | 1.55 | 1.99 | |||
+/- Category Index | -1.36 | -0.40 | -2.24 | 0.10 | 1.76 | |||
% Rank in Category | 59 | 59 | 82 | 20 | 6 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | -0.11 | 0.06 |
1 Week | 0.26 | -0.20 | -0.04 |
1 Month | 1.42 | 0.37 | 0.78 |
3 Months | 2.78 | 0.44 | -0.16 |
6 Months | 6.07 | 2.01 | 1.76 |
YTD | 5.44 | 2.21 | 1.86 |
1 Year | 11.87 | 3.30 | 2.61 |
3 Years Annualised | 0.00 | 0.19 | -0.29 |
5 Years Annualised | 1.56 | 0.06 | -0.32 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.33 | 1.17 | - | - |
2023 | 2.45 | -0.03 | -1.06 | 6.41 |
2022 | -5.50 | -7.10 | -3.23 | 2.05 |
2021 | -2.11 | 3.27 | -0.36 | 2.55 |
2020 | -8.32 | 7.52 | 0.39 | 4.90 |
2019 | - | - | 2.94 | 0.19 |
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