Appendix 1
The Investment Association Categorization of Funds
Funds principally targeting capital protection
SHORT TERM MONEY MARKET
MONEY MARKET
PROTECTED FUNDS
Funds principally targeting income (by asset category) fixed income sectors
UK GILTS
UK INDEX LINKED GILTS
£ CORPORATE BOND
£ STRATEGIC BOND
£ HIGH YIELD
GLOBAL BONDS
GLOBAL EMERGING MARKETS BOND
Equity sectors
UK EQUITY INCOME
GLOBAL EQUITY INCOME
Mixed asset sectors
UK EQUITY & BOND INCOME
Funds principally targeting growth (by asset category)
Equity sectors
UK equities
UK ALL COMPANIES
UK SMALLER COMPANIES
Overseas equities
JAPAN
ASIA PACIFIC INCLUDING JAPAN
ASIA PACIFIC EXCLUDING JAPAN
CHINA/GREATER CHINA SECTOR
NORTH AMERICA
JAPANESE SMALLER COMPANIES
NORTH AMERICAN SMALLER COMPANIES
EUROPE INCLUDING UK
EUROPE EXCLUDING UK
EUROPEAN SMALLER COMPANIES
GLOBAL
GLOBAL EMERGING MARKETS
Mixed asset sectors
MIXED INVESTMENT 0–35% SHARES
MIXED INVESTMENT 20–60% SHARES
MIXED INVESTMENT 40–85% SHARES
FLEXIBLE INVESTMENT
Specialist funds
PERSONAL PENSIONS
PROPERTY
SPECIALIST
TARGETED ABSOLUTE RETURN
TECHNOLOGY & TELECOMMUNICATIONS
Unclassified
UNCLASSIFIED
This document is sourced from The Investment Association website and the full details including definitions of the individual sectors can be found at http://www.theinvestmentassociation.org/investment-industry-information/fund-sectors/sector-definitions.html. Readers are encouraged to study the definitions.
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