Ken Rayner, investment director at Rayner Spencer Mills, picks four favourite funds from the crowded and diverse Mixed Investment 20-60% Shares sector.
According to the IMA sector definition, funds in the Mixed Investment 20-60% Shares sector are required to have a range of different investments. The fund must have between 20% and 60% invested in company shares (equities) and 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. A minimum of 60% must be invested in established market currencies (US dollar, sterling and euro), of...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
