Personal Portfolio Defensive Fund 3 Acc GBP header image

Personal Portfolio Defensive Fund 3 Acc GBP

Fund

ISIN GB00BNHX3L41 / Valor null

NAV (2025-11-18)
GBP 1.17-0.21%

Personal Portfolio Defensive Fund 3 Acc GBP
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The Personal Portfolio Defensive Fund is designed for long-term growth by primarily investing over 70% in low-risk assets like UK and international bonds. Up to 30% of the fund is allocated to higher-risk investments, including UK and overseas stocks and real estate. Most of the investments are made through index-tracking collective schemes, ensuring diversified and stable holdings. Real estate investments are managed flexibly to enhance growth or income when opportunities arise. The fund’s asset distribution closely follows a benchmark to maintain a balanced and resilient portfolio.

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Tags:
real estate bonds ftse all-world

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OTHER SHARE CLASSES OF THIS FUND

Personal Portfolio Defensive Fund 2 Acc GBP
Personal Portfolio Defensive Fund 2 Acc GBP Personal Portfolio Defensive Fund 2 Acc GBP
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Annual Return

-50%0%+50%

Risk level

110
-0.22%GBP 1.19