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
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.
Check the performance of the Child_fund_name
Download performance
The value of investments can go down as well as up. This means you could get back less than the amount you invest.
Past performance is not a guide to future performance.
Download useful documents for these funds
- Personal Portfolio 1 Fund KIID (PDF, 132 KB)
- Personal Portfolio 2 Fund KIID (PDF, 158 KB)
- Personal Portfolio 3 Fund KIID (PDF, 161 KB)
- Personal Portfolio 4 Fund KIID (PDF, 135 KB)
- Personal Portfolio 5 Fund KIID (PDF, 134 KB)
- Supplement Personal Portfolio 1 Fund (PDF, 203 KB)
- Supplement Personal Portfolio 2 Fund (PDF, 204 KB)
- Supplement Personal Portfolio 3 Fund (PDF, 204 KB)
- Supplement Personal Portfolio 4 Fund (PDF, 204 KB)
- Supplement Personal Portfolio 5 Fund (PDF, 204 KB)
- Equator ICAV Prospectus (PDF, 775 KB)
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Contact us
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