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COUTTS NORTH AMERICAN LARGE / MID CAP EQUITY S2 - Fund overview

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Overview of COUTTS NORTH AMERICAN LARGE / MID CAP EQUITY S2

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. COUTTS NORTH AMERICAN LARGE / MID CAP EQUITY S2 does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	January, 1999
Size	£433m
Yield	0.9%
Charging basis	–
Dividends paid	–
Bid price	2,911.46p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	0.80%
Total expense ratio	0.80%
Reduction in yield (10yr)	0.80%

Bestinvest says

No information available.

Portfolio

coutts north american large / mid cap equity s2 asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	0%

coutts north american large / mid cap equity s2 equity geographic illustration

Allocation		Proportion

	UK	0%
	Europe	0%
	Nth America	100%
	Japan	0%
	Pacific	0%
	Other Equity	0%

coutts north american large / mid cap equity s2 equity capitalisation illustration

Allocation		Proportion

	Large Caps	50%
	Mid Caps	50%
	Small Caps	0%

View all performance data for COUTTS NORTH AMERICAN LARGE / MID CAP EQUITY S2

Investment process

The objective of this Programme is to outperform the North American market sector of companies of large and mid-size market capitalisation, while maintaining an adequate spread of risk, by investing in companies quoted or incorporated in North America or Bermuda. This fund is managed on a multi-manager basis. This fund is managed on a multi-manager basis.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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