Sector report: Mastering fund selection in the 40-85% Shares sector

Sector report: Mastering fund selection in the 40-85% Shares sector

clock • 6 min read

The range of options in this already wide and disparate sector is expanding, making comparing and choosing funds even more difficult. Ken Rayner offers some tips...

According to the Investment Management Association's definition, funds in the Mixed Investment 40-85% Shares sector are required to hold a range of different asset classes. However, there is scope for them to have a high proportion in company shares. Generally, the funds are managed from a global perspective, with most managers holding a core weighting in UK equities and fixed interest.  The main premise behind a managed or multi-asset fund is to effectively delegate the overall asset and geographical allocation to a fund management group with the expertise to manage it, within a stru...

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