The IA Mixed Investment 20-60% Shares sector's equity band is so wide as to be of limited assistance to anyone trying to make sense of this diverse fund grouping, writes Gill Hutchison, so she suggests other factors to consider
There are five ‘Mixed Asset' sectors, according to the Investment Association (IA) - Flexible Investment, Mixed Investment 0-35% Shares, Mixed Investment 20-60% Shares, Mixed Investment 40-85% Shares and UK Equity and Bond Income. In terms of assets under management, the 20-60% Shares and the 40-85% Shares sectors are the most popular by a significant margin. Of the £130bn invested in the mixed asset sectors overall, these two can at present claim 35% and 38% of the assets respectively. Looking at the best and worst selling sectors by year, based upon net retail sales, the Mixed Inve...
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