Personal Portfolio Cautious Fund 3 GBP Acc header image

Personal Portfolio Cautious Fund 3 GBP Acc

Fund

ISIN GB00BNK98Q99 / Valor null

NAV (2026-06-23)
GBP 1.30-0.61%

Personal Portfolio Cautious Fund 3 GBP Acc
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The Personal Portfolio Cautious Fund aims to grow capital over the long term by allocating at least half of its investments to lower-risk assets like UK and international bonds. The remaining portion is invested in higher-risk areas such as UK and overseas shares and real estate. The fund primarily uses regulated investment schemes and exchange-traded funds that follow market indexes, ensuring a balanced and diversified portfolio. Additionally, it occasionally includes real estate and commodity investments to enhance growth or income, maintaining an overall investment mix that aligns closely with its benchmark.

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Tags:
real estate bonds ftse all-share index

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