Personal Portfolio Balanced Fund 3 GBP Acc header image

Personal Portfolio Balanced Fund 3 GBP Acc

Fund

ISIN GB00BQ5HYM70 / Valor null

NAV (2025-11-20)
GBP 1.27-0.53%

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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Tags:
msci world uk shares overseas 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
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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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.54%GBP 1.26