Over longer periods of time (five years or more), investments such as stocks, shares and funds have the potential to give you higher returns compared to cash savings. But the value of investments can fall as well as rise. There is a chance you may get back less than you put in. Eligibility criteria, fees and charges apply. Past performance is not an indicator of future performance and should not be relied on as such.
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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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