DISCRETIONARY PORTFOLIO SERVICE
Investment strategies devised in line with your objectives and to maximise market opportunities.
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Performance (%)
Name |
31/12/2017 to 31/12/2018 |
31/12/2018 to 31/12/2019 |
31/12/2019 to 31/12/2020 |
31/12/2020 to 31/12/2021 |
31/12/2021 to 31/12/2022 |
10-year annualised |
|---|---|---|---|---|---|---|
Defensive Portfolio |
-3.7 |
8.3 |
3.5 |
1.3 |
-14.8 |
1.7 |
Benchmark |
-1.6 |
11.1 |
7.7 |
1.7 |
-14.1 |
3.3 |
Consumer Price Index (CPI) |
2.1 |
1.3 |
0.6 |
5.4 |
10.1 |
2.6 |
Cautious Portfolio |
-5.6 |
9.0 |
4.1 |
3.3 |
-13.7 |
2.2 |
Benchmark |
-2.2 |
12.3 |
7.3 |
4.0 |
-12.4 |
4.1 |
Consumer Price Index (CPI) |
2.1 |
1.3 |
0.6 |
5.4 |
10.1 |
2.6 |
Balanced Portfolio |
-5.1 |
12.4 |
4.4 |
6.9 |
-11.6 |
4.1 |
Benchmark |
-2.9 |
14.1 |
6.5 |
7.5 |
-10.3 |
5.6 |
Consumer Price Index (CPI) |
2.1 |
1.3 |
0.6 |
5.4 |
10.1 |
2.6 |
Ambitious Portfolio |
-6.5 |
16.9 |
4.7 |
12.7 |
-9.5 |
6.1 |
Benchmark |
-4.2 |
17.0 |
4.9 |
13.6 |
-7.0 |
7.6 |
Consumer Price Index (CPI) |
2.1 |
1.3 |
0.6 |
5.4 |
10.1 |
2.6 |
Adventurous Portfolio |
-7.5 |
18.1 |
3.0 |
16.4 |
-7.5 |
6.6 |
Benchmark |
-5.4 |
18.7 |
3.6 |
17.3 |
-4.9 |
8.7 |
Consumer Price Index (CPI) |
2.1 |
1.3 |
0.6 |
5.4 |
10.1 |
2.6 |
Source: Coutts & Co., Refinitiv, January 2022
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. 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.
ABOUT Coutts INVESTMENTS
With unstinting focus on client objectives and capital preservation, Coutts Investments provide high-touch investment expertise that centres on diversified solutions and a service-led approach to portfolio management. Our investment process is as disciplined as it is creative – ensuring tailored solutions with robust results.
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