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Investment Sector Definitions

UK Equity Funds
Funds which invest at least 80% of their assets in UK equities.

Europe Equity Funds
Funds which invest at least 80% of their assets in European equities.

North America
Funds which invest at least 80% of investments in United States or Canadian equities.

Japan
Funds which invest at least 80% of investments in Japanese equities.

Asia Pacific excluding Japan
Funds which invest at least 80% of investments in Asia Pacific / Far East equities and normally hold no Japanese equities.

GEM (Global Emerging Markets)
Companies which have at least 80% of their assets in global emerging market securities.

Property
Funds that invest at least 80% of their assets in direct property or in authorised property unit trusts.

UK Gilts
Funds which invest at least 80% in UK Gilts.

UK Corporation Bonds
Funds which invest at least 80% of investments in UK Corporation Bonds.

International Bond
Funds which invest at least 80% of investments in international bonds.

Cash
At least 80% of investment in ISA's or PEP's.

 
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Chartered Financial Planners
- Principle First Financial Services are one of the few Independent Financial Advisers to achieve Chartered Status in the UK - a reflection of our professionalism and dedication to providing the highest level of customer service and financial planning, including wealth management and inheritance tax planning.

Principle First Financial Services is a trading style of GMF Marketing Services Ltd. which is authorised and regulated by the Financial Services Authority. Principle First Financial Services is entered on the Financial Services Authority's register under reference number 409667.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS & INVESTMENT RETURNS MAY FALL AS WELL AS RISE - Risk Profile must be clarified before proceeding with any investment advice. We use the phrase best ISA on the basis that it may be the ISA most suitable to your needs.
Principle First - Chartered Financial Planners