Coutts Actively Managed US Eq Fd C USD DistRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 27.3 | -12.1 | 22.2 | 12.4 |
![]() | +/-Cat | - | 1.0 | -2.6 | 5.0 | -1.1 |
![]() | +/-B’mrk | - | 0.2 | -2.3 | 3.1 | -2.9 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 13/08/2024 | USD 14.34 | |
Day Change | 1.15% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | IE00BN782R88 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) 29/03/2024 | USD 439.87 | |
Max Initial Charge | - | |
Ongoing Charge 16/04/2024 | 0.36% |
Investment Objective: Coutts Actively Managed US Eq Fd C USD Dist |
The investment objective of the fund is to provide a total return in the form of capital growth and income. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 02/12/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI USA ex Weap & Non Ren Sel NR USD | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Coutts Actively Managed US Eq Fd C USD Dist | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.44 |
![]() | ![]() | 4.67 |
![]() | ![]() | 2.67 |
![]() | ![]() | 2.63 |
![]() | ![]() | 2.30 |
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Coutts Actively Managed US Eq Fd C USD Dist |