Mixed Investment 40-85% Shares

Funds in this sector are required to have a range of different investments.  However, there is scope for funds to have a high proportion in company shares (equities).  The fund must have between 40% and 85% invested in company shares.

  • Maximum 85% equity exposure (including convertibles)
  • Minimum 40% equity exposure
  • No minimum fixed income or cash requirement
  • Minimum 50% investment in established market currencies (US Dollar, Sterling & Euro) of which 25% must be Sterling
  • Sterling requirement includes assets hedged back to Sterling

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