020 7189 9999

Mon to Fri 7.45am - 6.00pm
Sat 9.30am - 1.30pm

Bestinvest
Fund search

NATWEST BALANCED - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of NATWEST BALANCED

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. NATWEST BALANCED does not fall into either of these categories at present.

Standard Initial Charge

5.00% –

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  September, 2003
Size  –
Yield 0.7%
Charging basis  –
Dividends paid  –
Bid price(inc) 240.40p
Bid price(acc) 279.80p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.53%
Reduction in yield (10yr) 1.53%

Bestinvest says


No information available.

Portfolio

natwest balanced asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds –
Quality bonds 24%
Property –
Commodities –
Hedge –
Fund cash 16%
natwest balanced equity geographic illustration
Allocation Proportion
UK 61%
Europe 12%
Nth America 9%
Japan 5%
Pacific 10%
Other Equity 3%
natwest balanced equity capitalisation illustration
Allocation Proportion
Large Caps 79%
Mid Caps 16%
Small Caps 5%

View all performance data for NATWEST BALANCED

Investment process


To achieve long-term capital appreciation and income. The Fund will invest in a mixed portfolio of equities and bonds. Allocations to bonds, equities and cash will vary over time. The ACD intends to place equal emphasis on the generation of income and capital growth. The ACD does not intend to pursue any particular geographic emphasis in investing the property.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.0.43