Ready-made investment solutions offering choice, simplicity and streamlined access to the Coutts house view.
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Investments
Personal Portfolio Funds
A fund for your preferred approach
Our Personal Portfolio Funds (PPF) are a range of diversified multi-asset funds tailored to suit varying risk appetites. Whether you want to be conservative or adventurous in your approach, they are designed to align with your individual financial objectives.
These five distinct funds combine the benefits of active asset allocation with the efficiency of passive investing that tracks stock markets.
They provide you with low-cost, streamlined access to Coutts’ investment expertise and house view, and as such are the funds behind our easy-to-use Coutts Invest online investment offering.
Fund facts
- Launched: 2022
- Currency: GBP
- Minimum investment: £50
- Management company: RBS Collective Investment Funds Limited
Fund performance
We publish an Indicative Net Asset Value (an estimate of the value of the fund’s assets) on the last working day of each year due to this being a half day on the London Stock Exchange.
This is the highest risk fund in the range as this fund always invests at least 90% of its value in equities.
The long-term asset mix is made up of 98% Equity and 2% Cash. The fund is actively managed so this can change over time.
Availability
Open to Coutts account holders registered for online banking.
Also known as the medium to high-risk fund in the range, with more than half of the fund invested in equities, the risk increases further. This fund always invests at least 65% of its value in equities.
The long-term asset mix is made up of 23% Bonds, 75% Equity and 2% Cash. The fund is actively managed so this can change over time.
Availability
Open to Coutts account holders registered for online banking.
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.
Availability
Open to Coutts account holders registered for online banking.
Also known as the low to medium risk fund in the range. With fewer investments in bonds than the lower risk fund, the risk increases. This fund always invests at least 50% of its value in bonds and cash.
The long-term asset mix is made up of 58% Bonds, 40% Equity and 2% Cash. The fund is actively managed so this can change over time.
Availability
Open to Coutts account holders registered for online banking.
This is the lowest risk fund in the range, this fund always invests at least 70% of its value in lower risk investments, such as bonds.
This long-term asset mix is made up of 78% Bonds, 20% Equity and 2% Cash. The fund is actively managed so this can change over time.
Availability
Open to Coutts account holders registered for online banking.
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Download performance
Over longer periods of time (five years or more), investments such as stocks, shares and funds, have the potential to give you higher returns compared to cash savings. But the value of investments can fall as well as rise. There is a chance you may get back less than you put in. Eligibility criteria, fees and charges apply. Past performance is not an indicator of future performance and should not be relied on as such.
We publish an Indicative Net Asset Value (an estimate of the value of the fund’s assets) on the last working day of each year due to this being a half day on the London Stock Exchange.
Important documents
For all documents relating to Personal Portfolio Funds.
Like to know more?
Your Private Banker would be happy to discuss how we could support your investment strategy. Alternatively, you may also call Coutts 24 on 020 7957 2424 (Relay UK 18001 0207 957 2424).