Understanding the investment mandate should be the starting point when assessing any fund but, says Gill Hutchison, this is all the more important when reviewing the 'patchwork of possibilities' in the IA Global sector
The Investment Association's (IA) Global sector is not an easy one to chew through, featuring as it does around 250 funds. Stripping out the income-oriented funds to form their own sector in 2012, IA Global Equity Income, eased the fund selection task to a degree but, nevertheless, if choice is what you want, you certainly have it here. Reinforcing this point, the SRRI (Synthetic Risk and Reward Indicators) scores shown in the key investor information documents of funds in this sector range between 4 and 7, which in itself speaks volumes about the diversity on offer. Any collection 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
