Mixed Investment 20-60% Shares

Funds in this sector are required to have a range of different investments.  The fund must have between 20% and 60% invested in company shares (equities).  At least 30% 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 60% equity exposure (including convertibles)
  • Minimum 20% equity exposure
  • Minimum 30% fixed income and cash
  • Minimum 60% investment in established market currencies (US Dollar, Sterling & Euro) of which 30% must be Sterling
  • Sterling requirement includes assets hedged back to Sterling

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