Coutts UK ESG Insights Equity Fund C GBP DistributingRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 15.5 | 0.3 | 6.8 | 10.2 | |
+/-Cat | - | -2.5 | 2.3 | -1.4 | 0.0 | |
+/-B’mrk | - | - | - | -0.9 | -0.5 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 13/08/2024 | GBP 12.42 | |
Day Change | 0.32% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BN782M34 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) 28/06/2024 | GBP 1860.51 | |
Max Initial Charge | - | |
Ongoing Charge 25/06/2024 | 0.07% |
Investment Objective: Coutts UK ESG Insights Equity Fund C GBP Distributing |
The investment objective of the fund is to provide a total return, taking into account both capital and income returns, while seeking to maximise the opportunities and minimise the potential risks associated with certain ESG themes and considerations. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 16/11/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI UK NR EUR | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Coutts UK ESG Insights Equity Fund C GBP Distributing | 31/05/2024 |
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Top 5 Holdings | Sector | % |
AstraZeneca PLC | Healthcare | 9.96 |
Shell PLC | Energy | 9.02 |
HSBC Holdings PLC | Financial Services | 7.88 |
Unilever PLC | Consumer Defensive | 6.86 |
RELX PLC | Industrials | 4.96 |
Increase Decrease New since last portfolio | ||
Coutts UK ESG Insights Equity Fund C GBP Distributing |