Alex Farlow: Analysing the Mixed Investment 40-85% Shares sector

The best of all possible worlds. The funds that constitute the Investment Association (IA) Mixed Investment 40-85% Shares sector blend equities, which typically drive the bulk of the returns in these portfolios, with a combination of other asset classes such as fixed income, property, infrastructure, commodities and cash. The sector offers a diverse range of investment philosophies and asset allocation views, each of which set out to achieve distinct financial objectives for their investors. For admission into the sector, funds must meet several requirements. This includes an equity expo...