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

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read