Coutts launches multi-asset funds
Coutts has launched its Coutts multi-asset line of funds.
Comprising seven, UK and global, RDR-compliant Ucits funds, the range of funds aims to deliver attractive long-term returns by investing in a broad range of asset classes including cash, bonds, equities, commodities and property.
The funds are managed to a defined risk budget, helping to fulfil clients’ individual investment objectives with an appropriate investment strategy.
UK chief investment officer Alan Higgins and his team will manage the four UK-focused funds while the three global funds will be lead-managed by Europe chief investment officer Norman Villamin and his team in Zurich.
Gayle Schumacher, head of investment office at Coutts, says: “This range of funds plays a vital role in the evolution of our wealth management capabilities and provides a transparent, cost-effective, RDR-compliant investment solution.
“Our stringent 4x7 risk management process allows us to match clients’ individual investment objectives and risk profile with the appropriate investment strategy. The Coutts multi-asset funds allow us to best meet our clients’ needs in providing a simple way to achieve long-term returns through a tax efficient diversified portfolio with institutional buying power.”
The Coutts multi-asset funds will be sold under advice in the UK. For Coutts clients, the AMC will be 0.50 per cent.
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