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COUTTS UK SPECIALIST EQUITY PROGRAMME S2 - Fund overview

No Bestinvest rating

Overview of COUTTS UK SPECIALIST EQUITY PROGRAMME S2

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. COUTTS UK SPECIALIST EQUITY PROGRAMME S2 does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	July, 2004
Size	£492m
Yield	0.9%
Charging basis	–
Dividends paid	June and December.
Bid price	1,543.00p

Fund Charges

Standard Initial charge	–
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 uk specialist equity programme s2 asset allocation illustration

Allocation		Proportion

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

coutts uk specialist equity programme s2 equity geographic illustration

Allocation		Proportion

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

coutts uk specialist equity programme s2 equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for COUTTS UK SPECIALIST EQUITY PROGRAMME S2

Investment process

The objective of this Programme is to outperform the UK market of companies of all capitalisations while maintaining an adequate spread of risk.At least 67% of the net assets of the Programme is invested in companies incorporated or quoted in the UK.The Programme may invest directly or through other collective investment schemes. 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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