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Fund Performance Review

| Investment | By Caroline Shaw

It has been a difficult few weeks but the long term returns for Courtiers multi-asset funds remain on track.

Over 5 years, each of the Cautious Risk, Balanced Risk and Growth Funds are out-performing the median fund in the peer group. Our risk adjusted returns, measured by the Sharpe ratio, are also excellent, indicating that each of the Courtiers multi-asset funds has delivered risk adjusted better than those of the peer group average. We are delighted with this as managing risk is core to our investment management.

The last seven weeks have seen plummeting equity markets, a rout in corporate bonds and a spike in equity market volatility to levels higher than those experienced in the Global Financial Crisis. Interesting times indeed. The markets touched a low point on 23rd March and the rebound from there has been dramatic. Our Cautious Risk fund is up 10% from then until 15th April, our Balanced Risk Fund is up 15% and our Growth Fund is up 18%. We continue to look for investment opportunities and remain mindful of portfolio risk as the markets respond to the economic fall-out around the Covid-19 virus.

For explanations on the following charts, watch the video above.

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Caroline Shaw CFA, MEng (Hons), Dip PFS, IMC, Chartered MCSI

Head of Fund & Asset Management

Issued by Courtiers Asset Management Limited, CAM0420384. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority - Register No: 616322.

Warning – the views expressed by Courtiers in this summary and any video and video transcripts, are reached from our own research. Courtiers cannot accept responsibility for any decisions taken as a result of reading this document, watching the featured video or reading the video transcript and investors are recommended to take independent professional advice before effecting transactions. The price of stocks, shares and funds, and the income from them, may fall as well as rise. Past performance is not necessarily a guide to future returns.

We do not endorse nor accept responsibility for the content of any website not operated by Courtiers which you may visit by following a link from this article.

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