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Personal Portfolio Funds (PPF)

Five funds for everyday investing

Personal Portfolio Funds

The Personal Portfolio Funds are 'ready-made' investments available from NatWest Invest.

A clear choice based upon the return you’re seeking to achieve and the risk you are willing to take.

Managed by the experts at Coutts & Co and invested in a range of other funds from leading investment managers to spread the risk.

Invest tax free with a Stocks and Shares ISA.

Low investment fees and charges.

 

Who are they for? 

  • Designed to provide an option for all investors, whatever your attitude to risk and goals. The minimum investment horizon is 5 years.

Quick fund facts

  • Launched: 2016
  • Currency: GBP
  • Minimum investment: £50
  • Management company: RBS Asset Management Dublin Ltd
Fund Performance
Find out more about each individual fund by selecting below.

This is the lowest risk fund in the range, this fund always invests at least 70% of its value in lower risk investments, such as bonds.

This long term asset mix is made up of 80% Bonds, 18% Equity and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest account holders registered for online banking.

Also known as the low to medium risk fund in the range. With less investments  in bonds than the lower risk fund, the risk increases. This fund always invests at least 50% of its value in bonds.

The long term asset mix is made up of 60% Bonds, 38% Equity and 2% Cash. The fund is actively managed so this can change over time.

 

Availability

Open to NatWest account holders registered for online banking.

Also known as the medium risk fund in the range, this fund has greater exposure to higher risk investments, such as equities. This fund always invests at least 45% of its value in equities.

The long term asset mix is made up of 44% Bonds, 54% Equity and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest account holders registered for online banking.

Also known as the medium to high risk fund in the range, with more than half of the fund invested in equities, the risk increases further. This fund always invests at least 65% of its value in equities.

The long term asset mix is made up of 24% Bonds, 74% Equity and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest account holders registered for online banking.

This is the highest risk fund in the range as this fund always invests at least 90% of its value in equities. 

The long term asset mix is made up of 98% Equity and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest account holders registered for online banking.

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