account-card

Personal Portfolio Fund- 5

higher Risk

For investors who are focused on investments that could provide much higher long-term returns and are very comfortable with long periods of poor performance in order to achieve this. close

What it invests in

At least 90% of the fund is invested in equities, which can be more volatile than bonds but potentially produce higher returns, with some cash. 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 passive investment vehicles.

 

Largest Holdings
Vanguard FTSE U.K. All-Share Index Fund 17.1%
INVESCO S&P 500 ETF 16.7%
FIDELITY INDEX UK FUND 15.9%
VANGUARD EMERGING MARKETS GBP 14.9%
BLACKROCK EUROPE EX-UK INDEX SUB FUND 11.4%
ISHARES S&p 500 ETF 8.6%
XTRACKERS MSCI USA ETF (ESG) 7.2%
XTRACKERS MSCI JAPAN ETF (ESG) 3.8%
BlackRock iShares Pacific Index Fund 2.0%
CASH 1.4%
Total 99.0%
As at 31 dECEMBER 2019. Asset allocation could change in future.

Factsheets and other information:

Become a client

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

BAC_link_mobile
Read more »