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.
Availability
Open to Coutts account holders registered for online banking.
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