Investment 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.
Our funds
The Investment Funds are not available to new investors. These funds are a result of a merger with Expert Managed Solutions which took place on the 17th May 2019 following shareholder approval. Investment Funds offers;
- An easy way of investing in a wide range of stocks, shares and other assets.
- A choice of six funds.
- The ability to aim for income, growth or a mix of both.
Who were they for?
- Investors with little or no experience of investing in collective investment schemes and basic or no knowledge of the characteristics and risks of investing in equities and bonds (capital markets). The minimum investment horizon is 5 years.
Quick fund facts
- Originally launched February 1995 and then relaunched 17th May 2019 after a merger with Expert Managed Solutions.
- Currency: GBP.
- Minimum investment: £250 or more or alternatively commit to £50 monthly investment.
- Minimum Holding: £500 per fund you are invested in.
- Management Company: RBS Collective Investment Funds Limited.
The Fund aims to provide a regular income over the long term.
The long term asset mix is made up of 100% Bonds. The fund is actively managed, so this can change over time.
Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.
The long term asset mix is made up of 65% Bonds, 35% Equities. The fund is actively managed so this can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 10% Bonds, 90% Equities. The fund is actively managed so this can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds, 75% Equities. The fund is actively managed so this can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds, 75% Equities. The fund is actively managed so this can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide a regular income, with some potential for growth over the long term.
The long term asset mix is made up of 65% Bonds, 35% Equities. The fund is actively managed so this can change over time.
Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.
The long term asset mix is made up of 100% Equity. The fund is actively managed so this can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.
The long term asset mix is made up of 25% Bonds, 75% Equities. The fund is actively managed so this can change over time.
Availability
Closed to new customers however existing customers are able to make additional investments.
Check the performance of the Child_fund_name
Download performance
Past performance is not a guide to future returns. The value of investments can go down as well as up, and you may not get back the amount you invested.
Download useful documents for these funds
- Investment Funds Supplementary Information Document (PDF, 356 KB)
- Share class 1: Global Bond Fund Key Investor Information Document (PDF, 37 KB)
- Share class 1 : UK Equity Fund Key Investor Information Document (PDF, 37 KB)
- Share class 2 : Global Bond Fund Key Investor Information Document (PDF, 36 KB)
- Share class 2 : UK Equity Fund Key Investor Information Document (PDF, 36 KB)
- Share class 1: Coutts Managed Adventurous Fund Key Investor Information Document (PDF, 35 KB)
- Share class 2: Coutts Managed Adventurous Fund Key Investor Information Document (PDF, 35 KB)
- Share class 3: Coutts Managed Adventurous Fund Key Investor Information Document (PDF, 34 KB)
- Share class 4: Coutts Managed Adventurous Fund Key Investor Information Document (PDF, 34 KB)
- Share class 1: Coutts Managed Ambitious Fund Key Investor Information Document (PDF, 35 KB)
- Share class 2: Coutts Managed Ambitious Fund Key Investor Information Document (PDF, 35 KB)
- Share class 3: Coutts Managed Ambitious Fund Key Investor Information Document (PDF, 34 KB)
- Share class 4: Coutts Managed Ambitious Fund Key Investor Information Document (PDF, 34 KB)
- Share class 1: Coutts Managed Cautious Fund Key Investor Information Document (PDF, 35 KB)
- Share class 2: Coutts Managed Cautious Fund Key Investor Information Document (PDF, 35 KB)
- Share class 3: Coutts Managed Cautious Fund Key Investor Information Document (PDF, 34 KB)
- Share class 4: Coutts Managed Cautious Fund Key Investor Information Document (PDF, 34 KB)
- Investment Funds ICVC Prospectus (PDF, 1 MB)
- Share class 2: Coutts Managed Balanced Fund Key Investor Information Document (PDF, 38 KB)
- Share class 3: Coutts Managed Balanced Fund Key Investor Information Document (PDF, 38 KB)
- Share class 4: Coutts Managed Balanced Fund Key Investor Information Document (PDF, 38 KB)
- Share class 2: Coutts Managed Defensive Fund Key Investor Information Document (PDF, 34 KB)
- Share class 3: Coutts Managed Defensive Fund Key Investor Information Document (PDF, 34 KB)
- Share class 4: Coutts Managed Defensive Fund Key Investor Information Document (PDF, 34 KB)
- Share class 2: Coutts Managed Equity Fund Key Investor Information Document (PDF, 39 KB)
- Share class 3: Coutts Managed Equity Fund Key Investor Information Document (PDF, 44 KB)
- Share class 4: Coutts Managed Equity Fund Key Investor Information Document (PDF, 39 KB)
Coutts Managed Global Funds
- Share class 2: Coutts Managed Global Ambitious Fund Key Investor Information Document (PDF, 36 KB)
- Share class 3: Coutts Managed Global Ambitious Fund Key Investor Information Document (PDF, 36 KB)
- Share class 4: Coutts Managed Global Ambitious Fund Key Investor Information Document (PDF, 36 KB)
- Share class 2: Coutts Managed Global Balanced Fund Key Investor Information Document (PDF, 40 KB)
- Share class 3: Coutts Managed Global Balanced Fund Key Investor Information Document (PDF, 40 KB)
- Share class 4: Coutts Managed Global Balanced Fund Key Investor Information Document (PDF, 40 KB)
- Share class 2: Coutts Managed Global Defensive Fund Key Investor Information Document (PDF, 40 KB)
- Share class 3: Coutts Managed Global Defensive Fund Key Investor Information Document (PDF, 40 KB)
- Share class 4: Coutts Managed Global Defensive Fund Key Investor Information Document (PDF, 40 KB)
Personal Portfolio Funds
- Share class 2: Personal Portfolio Adventurous Fund Key Investor Information Document (PDF, 38 KB)
- Share class 3: Personal Portfolio Adventurous Fund Key Investor Information Document (PDF, 38 KB)
- Share class 2: Personal Portfolio Ambitious Fund Key Investor Information Document (PDF, 34 KB)
- Share class 3: Personal Portfolio Ambitious Fund Key Investor Information Document (PDF, 34 KB)
- Share class 1: Personal Portfolio Balanced Fund Key Investor Information Document (PDF, 34 KB)
- Share class 2: Personal Portfolio Balanced Fund Key Investor Information Document (PDF, 34 KB)
- Share class 3: Personal Portfolio Balanced Fund Key Investor Information Document (PDF, 34 KB)
- Share class 2: Personal Portfolio Cautious Fund Key Investor Information Document (PDF, 38 KB)
- Share class 3: Personal Portfolio Cautious Fund Key Investor Information Document (PDF, 38 KB)
- Share class 2: Personal Portfolio Defensive Fund Key Investor Information Document (PDF, 38 KB)
- Share class 3: Personal Portfolio Defensive Fund Key Investor Information Document (PDF, 38 KB)
Need support?
If you need any help then don't hesitate to call, our dedicated team of experts are on hand to help.
You can call us on 0345 300 2585 (Relay UK: 18001 0345 300 2585) Monday to Friday, from 9am to 5pm. We're closed Bank Holidays. Calls may be recorded.
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