Natwest Invest (banking customers only)
Natwest Invest is an online available to Natwest customers. After questions on attitude to risk and investment objectives, investors can choose from five risk-profiled funds or ask for advice. GIA and ISA accounts are available with a minimum investment of £50. Monthly investments are necessary if the investment is below £5,000. The service is run by Natwest’s private bank arm, Coutts.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Robo charges | 0.15% | ||
| Ongoing fund charge | 0.40% | ||
| Transaction costs | 0.07% |
Minimum investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £50 | £50; mandatory for total amounts under £500 |
Compare + Invest review of Natwest Invest (banking customers only)
| Products & wrappers | Research & guidance | Charges | Overall rating |
|---|---|---|---|
What's it all about?
NatWest Invest is only available to NatWest customers and they get a choice of five “ready made” investment funds. These have different investment styles for investors with different risk profiles ranging from defensive to adventurous. The minimum investment is £50 and the funds have investment horizons of five years.
Our review of NatWest Invest
A basic service that puts investors into one of five options, rather than a robo-adviser in the full sense.
