account-card

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. close

What it invests in

At least 65% 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.

 

Largest Holdings
Fidelity Index UK Fund 13.2%
Invesco S&P 500 ETF 13.1%
Vanguard FTSE All-Share Index Fund 12.9%
iShares S&P 500 ETF 11.8%
Vanguard Emerging Markets GBP 10.1%
BlackRock Europe ex UK Index Sub Fund 7.1%
BlackRock iShares Japan Index Fund 6.3%
AXA Sterling UK Credit Bond Fund 5.5%
BlackRock Emerging Markets Government Bond Index Fund 4.7%
BlackRock iShares UK Credit Bond Index Fund 3.9%
Total 88.6%
As at 31 December 2018. Asset allocation could change in future.

Factsheets and other information:

Personal Portfolio Fund 5 - higher risk 

Become a client

When you become a client of Coutts, you will be part of an exclusive network.

BAC_link_mobile
Read more »