Personal Portfolio balanced Fund

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.

Also known as the medium risk fund in the range, this fund has greater exposure to higher risk investments, such as equities. This fund always invests at least 45% of its value in equities.

The long-term asset mix is made up of 43% Bonds, 55% Equity and 2% Cash. The fund is actively managed so this can change over time.



Open to Coutts account holders registered for online banking.

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