Coutts Managed Ambitious Fund 3 GBP IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 10.9 | 8.7 |
![]() | +/-Cat | - | - | - | 2.5 | 2.2 |
![]() | +/-B’mrk | - | - | - | 0.2 | 0.4 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 13/08/2024 | GBP 1.16 | |
Day Change | 0.87% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BMGSW384 | |
Fund Size (Mil) 30/09/2021 | GBP 1298.49 | |
Share Class Size (Mil) 13/08/2024 | GBP 356.69 | |
Max Initial Charge | - | |
Ongoing Charge 28/06/2024 | 0.70% |
Investment Objective: Coutts Managed Ambitious Fund 3 GBP Inc |
To provide an increase in value over the long term (5 years or more). The Fund will invest, directly and indirectly, at least 65% in higher risk assets, such as UK and overseas shares, and (indirectly only) in real estate and commodities, and up to 35% in lower risk assets, such as UK and overseas bonds. The Fund will do this by investing indirectly via regulated collective investment schemes or exchange-traded products including real estate investment trusts and exchange-traded funds, and directly in bonds and shares with allocations determined by the Investment Manager. The majority of the Fund’s portfolio will be invested in collective investment schemes. The Investment Manager will typically invest (indirectly only) in real estate and commodities in a cyclical or tactical manner only (to provide better growth or income) and investments in such assets are unlikely to be on a long-term basis. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 17/05/2019 | ||
Inception Date 18/07/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
17% Bloomberg Global G7 TR HGBP , 75% MSCI ACWI ESG Screened Select NR GBP , 8% Bloomberg MSCI G A C SRI S 100% H TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Coutts Managed Ambitious Fund 3 GBP Inc | 31/12/2023 |
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