Personal Portfolio Fund 2 - Lower to medium Risk

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

What it invests in

At least half of the fund invests 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 gilts and passive vehicles for other assets.


As at 30 September 2020


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

Factsheets and other information:

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