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PERSONAL PORTFOLIO FUNd 1 -LOwer risk

For investors willing to accept a small degree of risk in order to get a relatively stable return.

What it invests in

At least 70% of the fund is invested in bonds, which are usually less volatile than shares, with some exposure to equities. Our investment managers actively select a mix of assets – equities and bonds – and regions – developed and emerging markets – best suited to the fund. It gains market exposure through direct holdings in UK government bonds and passive vehicles for other assets.

 

Please note that, as a result of rounding, the figures may not add up to 100%.

10 Largest Holdings
axa sterling uk credit 14.2%
blackrock ishares uk credit bond index fund 13.1%
0.75 uk treasury 23 (37492152)()   11.8%
Ubam - global high yield solution 6.4%
ukt 1 1/2 07/22/26    6.3%
4.5% uk treasury 2042  5.8%
Xtrackers MSCI USA ETF (ESG) 5.4%
ukt 4 1/4 06/07/32 5.2%
ukt 2 07/22/20 5.1%
ukt 0 1/2 07/22/22 5.0%
Total 78.3%
the fund will mainly be invested in collective investment schemes that are index-tracking rather than actively managed. 

Factsheets and other information:

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