Personal Portfolio Fund 4

medium to higher Risk

For investors who are comfortable with the risk of long periods of poorer performance in order to achieve potentially higher long-term returns.

  • As risk increases further, so does the exposure to equities.  The medium to high risk fund invests at least 65% of its value in equities.
  • The long-term asset mix is made up of 24% Bonds, 74% 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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