Funds grouped into categories
In Quilter's platform funds list, the funds are grouped into categories, which are determined according to where a fund's assets are primarily invested. The main categories are:
- UK equity
- cash/money markets
- UK fixed interest
- International fixed interest
- property
- International equity
- managed.
Investment Association (IA)
The categories loosely correlate with the Investment Association (IA) sectors (view the IA sectors and definitions) but the funds from some of the more diverse IA sectors, such as IA Targeted Absolute Return or IA Specialist, may fall within a number of our categories due to the wide-ranging nature of these sectors. Also, funds from the IA’s Sterling Corporate Bond sector may, in certain circumstances, be included in the cash/money market category where their expected behaviour is appropriate.
| Category | Fund |
| UK Equity |
|
| UK Fixed Interest |
|
| Emerging Markets |
|
| International Fixed Interest |
|
| Managed |
|
| Cash/Money Market |
|
| Property |
|
International Equity
| Category | Fund |
| North American |
|
| Emerging Markets |
|
| Japan |
|
| Far East |
|
| European |
|
| Global Specialist |
|