Personal Portfolio cautious Fund

Low to medium Risk

For investors willing to accept a modest degree of risk in order to achieve better returns.

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

The long-term asset mix is made up of 58% Bonds, 40% Equity and 2% Cash. The fund is actively managed so this can change over time.


Open to Coutts account holders registered for online banking.

This is empty pie chart component.

Contact Us

Become a client

When you become a client of Coutts, you join a network of exceptional people. Get in touch online or call +44 (0)20 7753 1365 to find out more about our services.

Already a client?

Contact your private banker at any time or call +44 (0)20 7957 2424 for more information.


All calls with Coutts are recorded for training and monitoring purposes.