US equities 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 - Biotechnology -- Specialist - Financials and Financial Innovation -- 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 - Biotechnology - Specialist - Financials and Financial Innovation - 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 - 40-85% Shares - Global equities - 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 -- Commodity/Natural Resources -- Growth Capital - 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 - Commodity/Natural Resources - Growth Capital - 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 -- US equitites -- North America -- North American Smaller Companies -- Emerging market equities -- Global Emerging Markets -- Global equities -- Global -- Global Emerging Markets -- UK equities -- UK All Companies -- UK Smaller Companies -- European equities -- European Smaller Companies -- Europe Excluding UK -- Asian equities -- Asia Pacific excluding Japan -- Specialist equities -- Specialist - Healthcare -- Specialist - Infrastructure -- Specialist - India -- North America -- North American Smaller Companies -- Global Emerging Markets -- Global -- Global Emerging Markets -- UK All Companies -- UK Smaller Companies -- European Smaller Companies -- Europe Excluding UK -- Asia Pacific excluding Japan -- Specialist - Healthcare -- Specialist - Infrastructure -- Specialist - India - Targeted absolute return - High yield bonds - Strategic Bond - 20-60% Shares - US equitites -- North America -- North American Smaller Companies - Emerging market equities -- Global Emerging Markets - Global equities -- Global -- Global Emerging Markets - UK equities -- UK All Companies -- UK Smaller Companies - European equities -- European Smaller Companies -- Europe Excluding UK - Asian equities -- Asia Pacific excluding Japan - Specialist equities -- Specialist - Healthcare -- Specialist - Infrastructure -- Specialist - India - North America - North American Smaller Companies - Global Emerging Markets - Global - Global Emerging Markets - UK All Companies - UK Smaller Companies - European Smaller Companies - Europe Excluding UK - Asia Pacific excluding Japan - Specialist - Healthcare - Specialist - Infrastructure - Specialist - India
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.
