Personal Portfolio Balanced Fund 3 GBP Acc
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The Personal Portfolio Balanced Fund seeks long-term capital growth by maintaining a diversified mix of investments. At least 45% of the portfolio is dedicated to higher-risk assets, including UK and international stocks and real estate through instruments like real estate investment trusts (REITs) and exchange-traded funds (ETFs). The remaining up to 55% is invested in lower-risk assets such as UK and overseas bonds. The fund primarily uses collective investment schemes that track market indexes to ensure a balanced and diversified investment approach.
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msci worlduk sharesoverseas bonds
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OTHER SHARE CLASSES OF THIS FUND
Personal Portfolio Balanced Fund 2 GBP Acc
Personal Portfolio Balanced Fund 2 GBP Acc
Personal Portfolio Balanced Fund 2 GBP Acc
Annual Return
-50%0%+50%
Risk level
110
-0.54%GBP 1.27
Personal Portfolio Balanced Fund 1 GBP Acc
Personal Portfolio Balanced Fund 1 GBP Acc
Personal Portfolio Balanced Fund 1 GBP Acc