20% - 60% Shares Category Equity funds - UK equities -- UK All Companies -- UK Equity Income -- UK Smaller Companies - European equities -- Europe Excluding UK -- Europe Including UK -- European Equity Income -- European Smaller Companies - US equities -- North America -- North American Smaller Companies - Global equities -- Global Smaller Companies -- Global -- Global Emerging Markets -- Global Equity Income - Asian equities -- Japanese Smaller Companies -- Asia Pacific excluding Japan -- Japan -- Asian Equity Income -- China/Greater China -- Specialist - India - Emerging market equities -- China/Greater China -- Global Emerging Markets -- Specialist – India -- Specialist – Latin America - Specialist equities -- Specialist - Financials and Financial Innovation -- Specialist - Biotechnology -- Specialist – Commodity/Natural Resources -- Specialist – Healthcare -- Specialist – Insurance -- Specialist – Infrastructure -- Specialist – Technology & Telecoms -- Specialist – India -- Specialist – Latin America - UK All Companies - UK Equity Income - UK Smaller Companies - Europe Excluding UK - Europe Including UK - European Equity Income - European Smaller Companies - North America - North American Smaller Companies - Global Smaller Companies - Global - Global Emerging Markets - Global Equity Income - Japanese Smaller Companies - Asia Pacific excluding Japan - Japan - Asian Equity Income - China/Greater China - Specialist - India - China/Greater China - Global Emerging Markets - Specialist – India - Specialist – Latin America - Specialist - Financials and Financial Innovation - Specialist - Biotechnology - Specialist – Commodity/Natural Resources - Specialist – Healthcare - Specialist – Insurance - Specialist – Infrastructure - Specialist – Technology & Telecoms - Specialist – India - Specialist – Latin America Fixed interest funds - Global bonds - Government bonds - Corporate bonds - Strategic bonds - High yield bonds - Emerging market bonds Absolute return funds - Targeted absolute return Multi-asset funds - 0% - 35% Shares - 20% - 60% Shares - 40% - 85% Shares - Flexible - Volatility Managed Property funds - Physical Property - Property Shares Responsible investing - Global equities - 40-85% Shares - Corporate bonds - UK equities -- UK All Companies - Asian equities -- Asia Pacific Excluding Japan - 20% - 60% Shares - UK All Companies - Asia Pacific Excluding Japan Investment trusts - Emerging market equities - Specialist equities -- Growth Capital -- Commodity/Natural Resources - China/Greater China - Asian equities -- Asia Pacific Equity Income -- Japan -- Japanese Smaller Companies - European equities -- Europe Including UK - Global equities -- Global Emerging Markets -- Global -- Global Equity Income - Property Shares - UK equities -- UK All Companies -- UK Equity Income - Growth Capital - Commodity/Natural Resources - Asia Pacific Equity Income - Japan - Japanese Smaller Companies - Europe Including UK - Global Emerging Markets - Global - Global Equity Income - UK All Companies - UK Equity Income Elite Radar Funds - Absolute return funds -- Targeted absolute return - Fixed interest funds -- High yield bonds -- Strategic Bond - Property funds - Multi-asset funds -- 20-60% Shares - Equity Funds -- Emerging market equities -- Global Emerging Markets -- US equities -- North America -- North American Smaller Companies -- Global equities -- Global -- Global Emerging Markets -- UK equities -- UK All Companies -- UK Smaller Companies -- European equities -- European Smaller Companies -- Europe Excluding UK -- Asian equities -- Japan -- Asia Pacific excluding Japan -- Specialist equities -- Specialist - Infrastructure -- Specialist - India -- Specialist - Commodity/Natural Resources -- Specialist - Healthcare -- Global Emerging Markets -- North America -- North American Smaller Companies -- Global -- Global Emerging Markets -- UK All Companies -- UK Smaller Companies -- European Smaller Companies -- Europe Excluding UK -- Japan -- Asia Pacific excluding Japan -- Specialist - Infrastructure -- Specialist - India -- Specialist - Commodity/Natural Resources -- Specialist - Healthcare - Targeted absolute return - High yield bonds - Strategic Bond - 20-60% Shares - Emerging market equities -- Global Emerging Markets - US equities -- North America -- North American Smaller Companies - Global equities -- Global -- Global Emerging Markets - UK equities -- UK All Companies -- UK Smaller Companies - European equities -- European Smaller Companies -- Europe Excluding UK - Asian equities -- Japan -- Asia Pacific excluding Japan - Specialist equities -- Specialist - Infrastructure -- Specialist - India -- Specialist - Commodity/Natural Resources -- Specialist - Healthcare - Global Emerging Markets - North America - North American Smaller Companies - Global - Global Emerging Markets - UK All Companies - UK Smaller Companies - European Smaller Companies - Europe Excluding UK - Japan - Asia Pacific excluding Japan - Specialist - Infrastructure - Specialist - India - Specialist - Commodity/Natural Resources - Specialist - Healthcare
These funds can invest a maximum of 60% in equities and must have at least 20%. The rest may be held in bonds, property, absolute return strategies and other assets. Funds may invest directly in these asset classes or they may gain exposure by buying other funds (sometimes referred to as a ‘fund of funds’). The number of different assets the funds invest in can vary greatly, so it is important to read the information about each fund carefully.
