Mixed Investment 0-35% Shares

Funds in this sector are required to have a range of different investments.  Up to 35% of the fund can be invested in company shares (equities).  At least 45% of the fund must be in fixed income investments (for example, corporate and government bonds) and/or “cash” investments.  “Cash” can include investments such as current account cash, short-term fixed income investments and certificates of deposit.

  • Maximum 35% equity exposure (including convertibles)
  • No minimum equity requirement
  • Minimum 45% investment grade fixed income and cash
  • Minimum 80% investment in established market currencies (US Dollar, Sterling & Euro) of which 40% must be Sterling
  • Sterling requirement includes assets hedged back to Sterling

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