Fixed interest funds
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 Funds
-- Asia Pacific excluding Japan
-- Japan
-- Asian Equity Income
-- China/Greater China
-- Specialist - India
- Emerging market equities
-- China/Greater China - Emerging Market
-- Global Emerging Markets Funds
-- Specialist – Indian Funds
- Specialist equities
-- Specialist - Financials and Financial Innovation
-- Specialist - Biotechnology
-- Specialist – Commodity/Natural Resources
-- Specialist – Healthcare
-- Specialist – Insurance
-- Specialist – Infrastructure
-- Specialist – Technology & Technology Innovation
-- Specialist – India - Funds
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 - Property Funds
Responsible investing
- Global equities - Responsible investing
- 40-85% Shares
- Corporate bonds - Responsible investing
- UK equities - Responsible investing
- Asian equities responsible investing
-- Asia Pacific Excluding Japan - Responsible investing
Investment trusts
- Specialist equities - Investment trusts
-- Growth Capital
-- Commodity/Natural Resources
- Emerging market equities - Investment trusts
- China/Greater China - Investment trusts
- Asian equities - Investment trusts
-- Asia Pacific Equity Income
-- Japan Investment Trusts
-- Japanese Smaller Companies
- European equities - Investment trusts
-- Europe Including UK - Investment Trusts
- Global Equities - Investment Trusts - Elite Radar
-- Global Emerging Markets - Investment Trusts
-- Global Equities - Investment Trusts
-- Global Equity Income - Investment Trusts
- Property Shares
- UK equities - Investment trusts
-- UK All Companies Investment Trusts
-- UK Equity Income - Investment Trusts
Elite Radar Funds
- Absolute return funds (Elite radar funds)
-- Targeted absolute return - Elite radar
- Multi-asset funds - Elite radar
-- 20-60% Shares
- Fixed interest funds
-- High yield bonds
-- Strategic Bond
-- Corporate bonds
-- Government bonds
- Equity Funds - Elite Radar
-- US equities - Radar funds
-- Emerging market equities - Elite radar
-- Global equities
-- UK equities - Elite Radar
-- European equities - Elite radar
-- Asian equities - Elite radar
-- Specialist equities - Elite radar
Fixed interest funds are also known as bond funds. They may invest in company (‘corporate’) and government bonds. Bonds are given a risk rating by ratings agencies. If the agency classifies a bond as high risk, it will usually be categorised as ‘high yield’, because a higher rate of interest is offered to compensate. If the ratings agency thinks the risk is lower, the bond will usually be categorised as investment grade. Government bonds from developed countries are generally deemed to be the least risky. Strategic bond funds can invest in all these types of bonds, but other funds are limited to one or two areas.
