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Investment Funds

For income, growth, or a bit of both

Investment Funds

The Investment Funds are not available to new investors. These funds are a result of a merger with Expert Managed Solutions which took place on the 17th May 2019 following shareholder approval. Investment Funds offers;

An easy way of investing in a wide range of stocks, shares and other assets

A choice of six funds

The ability to aim for income, growth or a mix of both. 

 

Who were they for?

  • Investors with little or no experience of investing in collective investment schemes and basic or no knowledge of the characteristics and risks of investing in equities and bonds (capital markets). The minimum investment horizon is 5 years.

Quick fund facts

  • Originally launched February 1995 and then relaunched 17th May 2019 after a merger with Expert Managed Solutions
  • Currency: GBP
  • Minimum investment: £250 or more or alternatively commit to £50 monthly investment
  • Minimum Holding: £500 per fund you are invested in
  • Management Company: RBS Collective Investment Funds Limited
Fund performance
Find out more about each individual fund by selecting below

The Fund aims to provide a regular income over the long term.

The long term asset mix is made up of 100% Bonds. The fund is actively managed so this can change over time.

Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 65% Bonds, 35% Equities. The fund is actively managed so this can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 10% Bonds, 90% Equities. The fund is actively managed so this can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds, 75% Equities. The fund is actively managed so this can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds, 75% Equities. The fund is actively managed so this can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide a regular income, with some potential for growth over the long term.

The long term asset mix is made up of 65% Bonds, 35% Equities. The fund is actively managed so this can change over time.

Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.

The long term asset mix is made up of 100% Equity. The fund is actively managed so this can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds, 75% Equities. The fund is actively managed so this can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

 

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Cost and charges FAQS

Interested in investing?

It's simple. Use our secure online investment service, NatWest Invest. 

If you already use NatWest Invest, login here.

Eligbility criteria, fees and charges apply.

Important information on your investment changes

What you need to know: 

Shareholders in RBS Investment Funds ICVC (“IF ”) holding shares in the Managed Income Fund, have (at a meetings of those shareholders held on 17 June 2021) voted in favour of the ACD's proposals to merge, by way of a scheme of arrangement, the Managed Income Fund with the Managed Defensive Fund (the “Merger”). The intended effective date of the Merger will be 13 August 2021. Upon completion of the Merger the Managed Income Fund will be terminated.

There will be no further subscriptions, redemptions or switches into or out of the Managed Income Fund after 11pm on 6 August 2021 and shareholders will be issued with Shares in the Managed Defensive Fund without needing to take any action on their part. Shareholders who do not wish to take part in the Merger should place a redemption request by the 3pm cut off time on 5 August 2021.  Redemption requests received after 3pm on 5 August 2021 will be refused and such shareholders will automatically form part of the Merger. 

ISA Investors wishing to transfer their ISA to another ISA Manager, should allow enough time for their new manager to get the ISA transfer forms to us by this deadline, otherwise such investors will be issued shares in the Managed Defensive Fund and the transfer will be delayed until after the Merger takes place.

Full details of the Merger are contained in the Voting Document dated 19 April 2021 and sent by the ACD to the affected shareholders. For further details please contact the ACD on 0345 300 2585. Telephone lines are open Monday to Friday, 9am to 5pm.

Review our FAQ's below:

Important Documents for the Fund Mergers

The following documents are referred to in Appendix 5 of the voting document you have been sent concerning the fund mergers. They are provided here for your review as part of your considerations for voting on the proposed fund merger. You can also view the current Prospectuses on our Key Customer Documents site.

Need support?

If you need any help then don't hesitate to call, our dedicated team of experts are on hand to help.

You can call us on 0345 300 2585 (Relay UK: 18001 0345 300 2585) Monday to Friday, from 9am to 5pm. We're closed Bank Holidays. Calls may be recorded.

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