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What does the value of my investments consist of?

Your investments value is the accumulated total of investments in the following products:

  • Personal Portfolio Funds (PPF)
  • Coutts Multi Asset Fund (CMAF)
  • Discretionary Portfolio Investment Services (DPIS) including Investment Management Service, Multi-Asset Portfolio Service, and Portfolio Management Service
  • NatWest Self-Select-ISA
  • Non-ISA investments held jointly with your spouse