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Courtiers Total Return Cautious Risk

Ranked 18 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Gary Reynolds

Gary Reynolds co-founded COURTIERS in 1982. As chief investment officer, Gary is responsible for COURTIERS' investment analysis, risk modelling and portfolio strategy. Gary is a CFA charterholder, having passed each level at first attempt and completed all three within two years. He has been an associate of the Chartered Insurance Institute (ACII) since 1981 and holds various industry accreditations including a Diploma from the personal financial society (PFS), the investment management certificate (IMC) and the specialist portfolio management Theory qualification from PFS. He is also a fellow of the Chartered Institute of Securities and Investment (CISI). Married with two sons, Gary likes all sports but his main passion is rugby and, in particular, Redingensians Rams Rugby Club, where he is CEO.

Objective

The investment objective of the Fund is to achieve the optimal total return (meaning a combination of income and capital which may or may not be positive) within the boundaries of the Funds risk profile. The Funds capital is at risk and there is no guarantee that the Fund will achieve its investment objective over any particular period or at all. The risk profile will be below average. The Fund will be exposed to the returns from assets such as equities, real estate, commodities, bonds and cash instruments. The Fund may be weighted to any one or more of these asset classes, provided such weighting is consistent with the Funds objectives and risk restrictions.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 30/04/2016 - 30/04/2017
  • Rank 18/57 Total Return
  • Rank 13/57 Standard Deviation
  • Rank 5/57 Max Drawdown
Fund Name Currency Return
16 MI Momentum Factor 4 A Acc GBP

11.9%

17 UBS Targeted Return B Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

11.9%

18 Courtiers Total Return Cautious Risk GBP

11.6%

19 FP Pictet Multi Asset Portfolio A Acc GBP

11.5%

20 Newton Managed Targeted Return Inst W Acc GBP

11.5%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.7%
2016 10.1% -0.4% 3.0% 3.8% 3.4%
2015 3.5% 3.9% -2.2% -2.1% 4.1%
2014 6.8% -0.3% 0.7% 2.6% 3.6%
2013 13.1% 7.6% 0.3% 1.5% 3.4%
2012 6.3% 3.4% -1.6% 3.5% 1.0%
2011 -1.7% 1.0% -0.2% -7.4% 5.4%
2010 7.0% 3.4% -6.7% 6.2% 4.3%
2009 18.2% -11.0% 14.3% 13.3% 2.5%
2008 -23.3% -7.8% -2.7% -5.5% -9.6%
2007 3.2% 0.5% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/02/2007
  • Share Class size224Mn
  • Base currencyGBP
  • ISIN GB00B1P2K418

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).