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.

  • The medium risk fund has an increasing exposure to higher risk investments, such as equities.  The medium risk fund invests at least 45% of its value in equities.
  • The long-term asset mix is made up of 44% Bonds, 54% Equity and 2% Cash. 
This is empty pie chart component.

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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