Gill Hutchison reviews the IA Mixed Investment 0-35% Shares sector

Small sector offers wide range of different fund types to consider

clock • 5 min read

Despite what its name might imply, warns Gill Hutchison, the limits imposed on the IA Mixed Investment 0-35% Shares sector still offers scope for portfolios to incorporate meaningful degrees of risk

The smallest of the Investment Association (IA) managed fund sectors, the IA Mixed Investment 0-35% Shares grouping was launched in 2012, following the harmonisation of the (former) Investment Management Association and ABI categories. It is telling that the more equity-friendly IA world did not previously feature a sector that had such a low ceiling for the shares content. Indeed, the launch of the sector, planned for the beginning of January 2012, was delayed until later in the month due to low demand as the IA requires a minimum of 10 funds for a sector launch. Having begun life wi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA launches consultation on private stock market

FCA launches consultation on private stock market

Move follows Mansion House commitment

Linus Uhlig
clock 17 December 2024 • 3 min read
Partner Insight: Is FOMO overruling investment basics?

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Orbis Investments
clock 16 December 2024 • 3 min read
Special situations: How to spot a good management team

Special situations: How to spot a good management team

'We prefer management teams that are considered rather than overly promotional'

Henry Flockhart and Andy Gray
clock 10 December 2024 • 5 min read