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Existing customers

Personal Portfolio Funds

The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, fees and charges apply. Past performance is not an indicator of future performance and should not be relied on as such.

The Personal Portfolio Funds are 'ready-made' investments available from NatWest Invest.

  • A clear choice based upon the return you’re seeking to achieve and the risk you are willing to take.
  • Managed by the experts at Coutts & Co and invested in a range of other funds from leading investment managers to spread the risk.
  • Invest tax free with a Stocks and Shares ISA.
  • Low investment fees and charges.

Funds for every type of investor 

Designed to provide an option for all investors, whatever your attitude to risk and goals. The minimum investment horizon is 5 years.

Quick fund facts

  • Launched: 2022
  • Currency: GBP
  • Minimum investment: £50
  • Management company: RBS Collective Investment Funds Limited

Fund performance

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Find out more about each individual fund by selecting below.

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% Shares and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest 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% Shares and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest 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% Shares and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest 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.

The long term asset mix is made up of 58% Bonds, 40% Shares and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest 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% Shares and 2% Cash. The fund is actively managed so this can change over time.

Availability

Open to NatWest account holders registered for Online Banking.

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Useful documents

For all documents relating to Personal Portfolio Funds, please click here.

 

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Latest guidance

If you're already investing with us, you can log in to your NatWest Invest account for day to day transactions, or if you're concerned about the current situation and have questions about managing your investment during this time, please see our latest guidance and common questions. 

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Speak to our team

If you'd prefer to speak to us, you can call the Help and Support team on 0345 877 7103 (for Relay UK prefix the number with 18001). Our lines are open Monday to Friday, from 9.30am to 5.00pm. We're closed Bank Holidays. Calls may be recorded.

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Get started with NatWest Invest

You’ll need to be a NatWest customer with Online Banking, aged 18 – 84 and a UK residence for tax purposes. 

Click “Continue” to log into the invest portal.

Learn more about investments

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