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.
Availability
Open to Coutts account holders registered for online banking.
Contact Us
Become a client
When you become a client of Coutts, you join a network of exceptional people. Get in touch online or call +44 (0)20 7753 1365 to find out more about our services.
Already a client?
Contact your private banker at any time or call +44 (0)20 7957 2424 for more information.
All calls with Coutts are recorded for training and monitoring purposes.
All calls with Coutts are recorded for training and monitoring purposes.