Flexible Investment

The funds in this sector are expected to have a range of different investments.  However, the fund manager has significant flexibility over what to invest in.  There is no minimum or maximum requirement for investment in company shares (equities) and there is scope for funds to have a high proportion of shares.

The manager is accorded a significant degree of discretion over asset allocation and is allowed to invest up to 100% in equities at their discretion.

  • No minimum equity requirement
  • No minimum fixed income or cash requirement
  • No minimum currency requirement

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