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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