DISCRETIONARY INVESTMENT MANAGEMENT SERVICE
A discretionary managed investment solution, using a multi-asset approach, designed to cover a number of different risk profiles to meet a range of client needs and goals.
Read our latest investment insights.
Performance (%)
Sterling portfolio
Name |
30/06/2017 to 30/06/2018 |
30/06/2018 to 30/06/2019 |
30/06/2019 to 30/06/2020 |
30/06/2020 to 30/06/2021 |
30/06/2021 to 30/06/2022 |
10-year annualised |
|---|---|---|---|---|---|---|
Wealth Preservation |
1.0 | 2.1 | 1.6 | 3.5 | -11.6 | 1.9 |
Peer group - ARC Cautious PCI |
1.4 | 2.4 | 1.7 | 7.3 | -5.2 | 2.9 |
Composite benchmark |
3.8 | 6.0 | 7.4 | 2.6 | -10.2 | 4.0 |
Wealth Enhancement MT |
3.8 | 2.0 | 0.2 | 10.5 | -8.2 | 4.1 |
Peer group - ARC Balanced PCI |
3.0 | 2.7 | 0.5 | 11.8 | -6.6 | 4.3 |
Composite benchmark |
5.7 | 6.1 | 4.4 | 8.9 | -6.4 | 6.0 |
Wealth Enhancement LT |
5.4 | 1.5 | -2.0 | 18.8 | -5.4 | 5.9 |
Peer group - ARC Steady Growth PCI |
4.9 | 3.5 | -0.5 | 15.9 | -7.7 | 5.6 |
Composite benchmark |
7.5 | 6.1 | 1.2 | 15.4 | -2.7 | 7.8 |
Wealth Generation |
7.1 | 1.6 | -4.3 | 24.0 | -2.3 | 7.3 |
Peer group – ARC Equity Risk PCI |
6.4 | 4.0 | -1.1 | 20.6 | -8.9 | 6.7 |
Composite benchmark |
9.3 | 5.4 | -4.7 | 21.5 | 2.4 | 9.3 |
Diversified Bond Portfolio |
-1.6 | 5.5 | 2.8 | 1.8 | -13.6 | 1.2 |
Peer group - ARC Cautious PCI |
1.4 | 2.4 | 1.7 | 7.3 | -5.2 | 2.9 |
Composite benchmark |
0.8 | 6.8 | 8.2 | -0.4 | -14.1 | 2.4 |
Charity portfolio
Name |
30/06/2017 to 30/06/2018 |
30/06/2018 to 30/06/2019 |
30/06/2019 to 30/06/2020 |
30/06/2020 to 30/06/2021 |
30/06/2021 to 30/06/2022 |
10-year annualised |
|---|---|---|---|---|---|---|
Trust |
2.7 | 2.0 | 0.1 | 10.4 | -8.1 | 3..8 |
Peer group - ARC Balanced PCI |
3.0 | 2.7 | 0.5 | 11.8 | -6.6 | 4.3 |
Composite benchmark |
5.7 | 6.1 | 4.4 | 8.9 | -6.4 | 6.0 |
Charity Reserve Preservation |
1.1 | 2.7 | 1.9 | 4.1 | -11.2 | 2.2 |
Peer group - ARC GBP Charity Cautious |
1.0 | 2.6 | 1.5 | 6.1 | -3.8 | 2.9 |
Composite benchmark |
3.8 | 6.0 | 7.4 | 2.6 | -10.2 | 4.0 |
Charity Reserve Enhancement Medium Term |
4.0 | 2.4 | 0.8 | 11.3 | -7.8 | 4.4 |
Peer group - ARC GBP Charity Balanced Asset |
3.7 | 3.3 | 0.0 | 12.9 | -4.7 | 5.1 |
Composite benchmark |
5.7 | 6.1 | 4.4 | 8.9 | -6.4 | 6.0 |
Charity Reserve Enhancement Long Term |
5.5 | 1.9 | -1.4 | 19.7 | -4.9 | 6.2 |
Peer group - ARC GBP Charity Steady Growth |
5.4 | 4.3 | -0.9 | 16.6 | -5.7 | 6.4 |
Composite benchmark |
7.5 | 6.1 | 1.2 | 15.4 | -2.7 | 7.8 |
Charity Reserve Generation |
6.8 | 2.2 | -4.0 | 24.5 | -1.6 | 7.0 |
Peer group - ARC GBP Charity Equity Risk |
6.3 | 4.6 | -3.4 | 20.5 | -6.8 | 7.1 |
Composite benchmark |
9.3 | 5.4 | -4.7 | 21.5 | 2.4 | 9.3 |
Return data for funds are calculated net of fees, in sterling and assumes reinvestment of dividends. Past performance should not be taken as a guide to future performance. Peer group returns provided by Asset Risk Consultants (ARC); end-June data represents ARC estimate. Benchmarks represent a static mix of equities and bonds in proportions relevant to each strategy. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Source: Coutts & Co., Asset Risk Consultants (ARC) and Refinitiv, 30 June 2022
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