Personal Portfolio Fund 2

Low to medium Risk

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

  • 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.
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The fund's asset mix allocation may vary but will always be consistent with its objective. This illustration shows the long-term asset mix, effective from January 2017.

EU Sustainable finance directive

The EU Sustainable Finance Disclosure Regulations apply to Irish Fund Management Company ‘RBS Asset Management (Dublin) Limited’ and our Irish domiciled investment fund the ‘Equator ICAV’.


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