Mixed Investment 20-60% Shares
IA Mixed Investment 20-60% Shares GR GBP
Open Ended Investment Company
The investment objective is to provide a combination of income and capital growth over any 7 year period. To invest in a diversified portfolio of equities denominated in any currency; and corporate bonds denominated in Sterling and issued anywhere in the world. Equities will be limited to a maximum of 60% of the Fund's value at all times. At least 80% of equity exposure will be to UK companies which are listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but which may also be quoted on a regulated market outside of the UK. However, up to 20% of all equity investments may be made in non-UK companies.
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