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Personal Portfolio Fund 3 -medium Risk

For investors who neither seek nor avoid risk, but are prepared to accept it if this could result in improved long-term returns.

What it invests in

At least 45% of the fund is invested in equities, which can be more volatile than bonds but potentially produce higher returns, with some exposure to the bond market. 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:

Personal Portfolio Fund 4 - medium to higher risk

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