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Fund sectors and categories

In the Old Mutual Wealth funds list, the funds are grouped into categories, which are determined according to where a fund's assets are primarily invested. The main categories are UK equity, cash/money markets, UK fixed interest, international fixed interest, property, international equity, and managed.

The categories loosely correlate with the Investment Association (IA)  sectors (view the IA sectors and definitions) but the funds from some of the more diverse IA sectors, such as IA Targeted Absolute Return or IA Specialist, may fall within a number of our categories due to the wide-ranging nature of these sectors. Also, funds from the IA’s Sterling Corporate Bond sector may, in certain circumstances, be included in the cash/money market category where their expected behaviour is appropriate.

 

UK EQUITY

  • Property (property securities)
  • UK all companies
  • UK equity and bond income
  • UK equity income
  • UK smaller companies

UK FIXED INTEREST

  • Sterling corporate bond
  • Sterling high yield
  • Sterling strategic bond
  • UK gilt
  • UK index linked gilts

EMERGING MARKETS

  • Asia Pacific excluding Japan
  • Global emerging markets

INTERNATIONAL FIXED INTEREST

  • Global bonds
  • Targeted absolute return

MANAGED

  • Flexible managed
  • Mixed investment 0-35% shares
  • Mixed investment 20-60% shares
  • Mixed investment 40-85% shares
  • Protected funds

CASH/MONEY MARKET

  • Money market
  • Protected funds
  • Short-term money market

INTERNATIONAL EQUITY

NORTH AMERICAN

  • North American
  • North American smaller companies

EMERGING MARKETS

  • Asia Pacific excluding Japan
  • Global emerging markets

JAPAN

  • Japan
  • Japan smaller companies

FAR EAST

  • Asia Pacific excluding Japan
  • Asia Pacific including Japan
  • China/Greater China

EUROPEAN

  • Europe excluding UK
  • Europe including UK
  • European smaller companies

GLOBAL SPECIALIST

  • Global
  • Global equity income
  • Property (property securities)
  • Technology and telecommunications