Coutts UK ESG Insights Equity Fund NC GBP DistributingRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 6.7 | 10.7 | |
+/-Cat | - | - | - | -1.5 | 0.0 | |
+/-B’mrk | - | - | - | -0.9 | -0.8 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 16/09/2024 | GBP 11.65 | |
Day Change | -0.01% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BLR79367 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) 30/08/2024 | GBP 20.26 | |
Max Initial Charge | - | |
Ongoing Charge 25/06/2024 | 0.20% |
Investment Objective: Coutts UK ESG Insights Equity Fund NC 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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 20/06/2022 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI UK NR EUR | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Coutts UK ESG Insights Equity Fund NC GBP Distributing | 31/05/2024 |
|
|
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 NC GBP Distributing |