US equities - Radar 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
US companies are the predominant holdings in these funds; however, some will invest in Canadian firms too. The sector rules also allow for up to 20% of the fund to be invested outside North America, if the manager chooses. Funds may invest in companies of all sizes.
