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Key customer documents

Coutts Managed Funds - CMaF

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Personal Portfolio Funds (PPF)

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Junior ISA

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Child Trust Fund (CTF)

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Global Bond

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UK Equity

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Important documents and Forms

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Climate & Sustainability-related disclosures

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Personal Portfolio Funds (PPF)

Get into the detail on the Personal Portfolio Funds with these documents, available to download and learn more about our funds.

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Personal Portfolio Defensive Fund

This is the lowest risk fund in the range.

This long term asset mix is made up of 73% Bonds, 25% Shares and 2% Cash. The fund is actively managed so this can change over time.

Personal Portfolio Cautious Fund

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.

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.

Personal Portfolio Balanced Fund

Also known as the medium risk fund in the range, this fund has greater exposure to higher risk investments, such as 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.

Personal Portfolio Ambitious Fund

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. 

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.

Personal Portfolio Adventurous Fund

This is the highest risk fund in the range.

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.

Junior ISA (customers who invested prior 2019)

If you opened your NatWest Invest Junior ISA after 2019, please click here to see the NatWest Invest Junior ISA.

Child Trust Fund (CTF)

Child Trust Funds were available for every child born on or after the 1st of September 2002 until the 2nd of January 2011.

Global Bond

Global Bond fund is not available to new investors, although existing customers can make additional investments.

UK Equity

UK Equity fund is not available to new investors, although existing customers can make additional investments.

Important documents

Royal Bank of Scotland 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.

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.

Forms

These forms are only for use by existing customers who hold Share Class 1 or Share Class 2.

If you would like support in using these forms, please call us on 0345 300 2585. 

If you are an Online NatWest Invest customer, please login here.

 

Climate & Sustainability-related disclosures

Pursuant to the FCA Environmental, Social and Governance Sourcebook, please see our Climate and Sustainability related Reports.

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Learn more about investing

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Our investment options

If you’re looking to build wealth over time, then investing your money could be a good way to start. Check out our range of investment options to fit your financial goals. 

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