News & Insights

Part of the “Fantastic Four”

By Hazel Compton

12 Apr 2024

Investment

Named by Trustnet as a multi-asset strategy that beat the sector average nine years out of 10, the Courtiers Total Return Growth Fund is considered in the top 5% of best performing funds, earning us a place in the prestigious ‘fantastic four’.

We were delighted to find that the Courtiers Total Return Growth Fund was named in Trustnet’s article covering the most consistent adventurous funds of the decade. To be named as one of the multi-asset strategies that beat the sector average nine years out of 10 demonstrates our commitment to helping clients achieve their life goals.

Jacob Reynolds, Head of Asset Management, said: “We don’t do this day in, day out for awards or articles like this; we do it to meet our clients’ financial objectives. However, it is great when you get an independent stamp of approval that recognises the importance of long-term performance.”

The Courtiers Total Return Growth Fund is one of only four funds in the IA Flexible Investment sector to have consistently outperformed its peers. It sits in the top 5% of the 85 funds with a decade-long track record.

The ‘fantastic four’ consists of: Barclays Wealth Global Markets 5, Liontrust Sustainable Future Managed Growth, WS IM Global Strategy, and, of course, our own Courtiers Total Return Growth Fund.

If you are interested in reading the article, you can do so here:
The most consistent adventurous funds of the decade | Trustnet

About Trustnet:

Founded in 1996, FE Trustnet is the home of free, comprehensive fund prices, performance and key facts for the UK-domiciled funds market.

Hazel Compton Brand Publisher

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not been reviewed by us and therefore we accept no responsibility for the authors or content of external link or pages. If you are interested in any of Courtiers Asset Management Limited’s range of funds, or require any financial advice, please speak to a financial adviser.

Issued by Courtiers Asset Management Limited, CAM0423940. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.