Key customer documents
Personal Portfolio Funds
Get into the detail on the Personal Portfolio Funds with these documents, available to download and learn more about our funds.
Fund factsheets
Investment Funds
Get into the detail on the Investment Funds with these documents, available to download and learn more about our funds.
Key Investor Information
- Investment Funds Supplementary Information Document (PDF, 356 KB)
- Global Bond Fund: Share class 1 KIID (PDF, 33 KB)
- Global Bond Fund: Share class 2 KIID (PDF, 33 KB)
- UK Equity Fund: Share class 1 KIID (PDF, 33 KB)
- UK Equity Fund: Share class 2 KIID (PDF, 32 KB)
- Coutts Managed Adventurous Fund: Share class 1 KIID (PDF, 35 KB)
- Coutts Managed Adventurous Fund: Share class 2 KIID (PDF, 35 KB)
- Coutts Managed Adventurous Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Adventurous Fund: Share class 4 KIID (PDF, 34 KB)
- Coutts Managed Ambitious Fund: Share class 1 KIID (PDF, 35 KB)
- Coutts Managed Ambitious Fund: Share class 2 KIID (PDF, 35 KB)
- Coutts Managed Ambitious Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Ambitious Fund: Share class 4 KIID (PDF, 34 KB)
- Coutts Managed Balanced Fund: Share class 2 KIID (PDF, 34 KB)
- Coutts Managed Balanced Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Balanced Fund: Share class 4 KIID (PDF, 34 KB)
- Coutts Managed Cautious Fund: Share class 1 KIID (PDF, 35 KB)
- Coutts Managed Cautious Fund: Share class 2 KIID (PDF, 35 KB)
- Coutts Managed Cautious Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Cautious Fund: Share class 4 KIID (PDF, 34 KB)
Key Investor Information - continued
- Coutts Managed Defensive Fund: Share class 2 KIID (PDF, 34 KB)
- Coutts Managed Defensive Fund: Share class 3 KIID (PDF, 38 KB)
- Coutts Managed Defensive Fund: Share class 4 KIID (PDF, 34 KB)
- Coutts Managed Equity Fund: Share class 2 KIID (PDF, 34 KB)
- Coutts Managed Equity Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Equity Fund: Share class 4 KIID (PDF, 34 KB)
- Coutts Managed Global Ambitious Fund: Share class 2 KIID (PDF, 34 KB)
- Coutts Managed Global Ambitious Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Global Ambitious Fund: Share class 4 KIID (PDF, 34 KB)
- Coutts Managed Global Balanced Fund: Share class 2 KIID (PDF, 34 KB)
- Coutts Managed Global Balanced Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Global Balanced Fund: Share class 4 KIID (PDF, 34 KB)
- Coutts Managed Global Defensive Fund: Share class 2 KIID (PDF, 34 KB)
- Coutts Managed Global Defensive Fund: Share class 3 KIID (PDF, 34 KB)
- Coutts Managed Global Defensive Fund: Share class 4 KIID (PDF, 34 KB)
Fund factsheets
- Coutts Managed Adventurous Fund (PDF, 126 KB)
- Coutts Managed Ambitious Fund (PDF, 126 KB)
- Coutts Managed Balanced Fund (PDF, 125 KB)
- Coutts Managed Cautious Fund (PDF, 125 KB)
- Coutts Managed Defensive Fund (PDF, 125 KB)
- Coutts Managed Equity Fund (PDF, 125 KB)
- Coutts Managed Global Ambitious Fund (PDF, 130 KB)
- Coutts Managed Global Balanced Fund (PDF, 130 KB)
- Coutts Managed Global Defensive Fund (PDF, 130 KB)
Forms, reports and accounts
- ISA Application Form (PDF, 747 KB)
- ISA Additional Payment Form (PDF, 719 KB)
- Non ISA Additional Payment Form (PDF, 764 KB)
- ISA Transfer Form (PDF, 746 KB)
- APS Allowance Form (PDF, 921 KB)
- APS Application Form (PDF, 692 KB)
- Funds Switch Form (PDF, 872 KB)
- Investment Funds Prospectus (PDF, 1 MB)
- Investment Funds ICVC Reports and Accounts (PDF, 1 MB)
- Fund Assessment of Value (PDF, 1 MB)
Junior ISA
The NatWest Junior ISA - Personal Portfolio Balanced Fund was withdrawn from sale in 2019.
- The Junior ISA Information Document (PDF, 287 KB)
- Personal Portfolio Balanced Fund: Share class 1 KIID (PDF, 34 KB)
- Personal Portfolio Balanced Fund: Share Class 2 KIID (PDF, 34 KB)
- Personal Portfolio Balanced Fund Factsheet (PDF, 127 KB)
- Junior ISA Additional Payment Form (PDF, 1 MB)
- Transfer Authority Form – Child Trust Fund to Junior ISA (PDF, 811 KB)
Child Trust Fund
Child Trust Funds were available for every child born on or after the 1st of September 2002 until the 2nd of January 2011.
- The Child Trust Fund Information Document (PDF, 396 KB)
- Personal Portfolio Balanced Fund: Share class 1 KIID (PDF, 34 KB)
- Personal Portfolio Balanced Fund: Share class 2 KIID (PDF, 34 KB)
- Personal Portfolio Balanced Fund Factsheet (PDF, 127 KB)
- Additional Payment Form (PDF, 3 MB)
- Change of Registered Contact Form (PDF, 882 KB)
Adult ISA
The NatWest Adult ISA - Personal Portfolio Balanced Fund was withdrawn from sale in 2019.
RBS Collective Investment Funds Ltd policies
Royal Bank of Scotland Collective Investment Funds Limited is required to make available to customers policies that are contained within the fund prospectuses, which cover specific aspects of how we manage the funds.
Historical Stakeholder Fund documents
Order Execution Policy
The Order Execution Policy applies to the Personal Portfolio Funds, Investment Funds, Coutts Multi-Asset Funds, Stakeholder Fund and Discretionary Portfolio Investment Service.
Learn more about investments
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