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Personal Portfolio Funds
Get into the detail on the Personal Portfolio Funds with these documents, available to download and learn more about our funds.
Get into the detail on the Investment Funds with these documents, available to download and learn more about our funds.
Key Investor Information
Key Investor Information - continued
Forms, reports and accounts
Forms, Prospectus, Reports and Accounts, Fund Value Assessment
The NatWest Junior ISA - Personal Portfolio Balanced Fund was withdrawn from sale in 2019.
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The NatWest Adult ISA - Personal Portfolio Balanced Fund was withdrawn from sale in 2019.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
Whether you’re an experienced investor or just finding out what investing is, we’ve got a range of articles to help you understand more about investing.
We regularly update our articles depending on what’s happening in the market so check back for future updates.