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 |
- Property (property securities)
- UK all companies
- UK equity and bond income
- UK equity income
- UK smaller companies
|
UK Fixed Interest |
- Sterling corporate bond
- Sterling high yield
- Sterling strategic bond
- UK gilt
- UK index linked gilts
|
Emerging Markets |
- Asia Pacific excluding Japan
- Global emerging markets
|
International Fixed Interest |
- Global bonds
- Global Emerging Markets Bond - Blended
- Global Emerging Markets Bond - Hard Currency
- Global Emerging Markets Bond - Local Currency
- Targeted absolute return
|
Managed |
- Flexible investment
- Mixed investment 0-35% shares
- Mixed investment 20-60% shares
- Mixed investment 40-85% shares
|
Cash/Money Market |
- Standard money market
- Short-term money market
|
Property |
|
International Equity
Category |
Fund |
North American |
- North American
- North American smaller companies
|
Emerging Markets |
- Asia Pacific excluding Japan
- Global emerging markets
|
Japan |
- Japan
- Japan smaller companies
|
Far East |
- Asia Pacific excluding Japan
- Asia Pacific including Japan
- China/Greater China
|
European |
- Europe excluding UK
- Europe including UK
- European smaller companies
|
Global Specialist |
- Global
- Global equity income
- Property (property securities)
- Technology and telecommunications
|