NatWest Invest

Fund facts

Five funds overview

Pick from five ready-made funds that have low fees and charges. Alternatively, the online advice can advise which fund is best for you. 

Each fund has a different level of risk from 'low' to 'high'. The more risk you are willing to take, the greater the potential you have for a larger return over the long term.

Keep track of how your investment is doing anytime, anywhere with your online investment account. 

Low Risk

Personal Portfolio 1 Fund

This is the lowest risk fund in the range with an emphasis towards low risk assets, such as bonds.  The low risk fund invests at least 70% of its value in bonds.

The long term asset mix is made up of 80% Bonds, 18% Equity and 2% Cash.

Low to Medium Risk

Personal Portfolio 2 Fund

As the risk increases, the amount invested in lower risk investments, such as bonds reduces.  The low to medium risk fund 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.

Medium Risk

Personal Portfolio 3 Fund

The medium risk fund has an increasing exposure to higher risk investments, such as equities.  The medium risk fund 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. 

Medium to High Risk

Personal Portfolio 4 Fund

As risk increases further, so does the exposure to equities.  The medium to high risk fund 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. 

High Risk

Personal Portfolio 5 Fund

This is the highest risk fund in the range with the greatest emphasis on higher risk assets, such as equities.  The high risk fund invests at least 90% of its value in equities. As the risk profile increases to a high level, so does the feasibility of a large return or a larger capital loss. 

The long term asset mix is made up of 98% Equity and 2% Cash. 

Our funds' asset mix allocation may vary but will always be consistent with their objective.

Each illustration shows long term asset mix, effective from January 2017.

Learn more about NatWest Invest

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Already a NatWest Invest customer?

If you've already invested online through NatWest Invest, you can track the progress of your investment as and when you want with your online investment account. 

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