Mixed Investment 20-60% Shares

Our latest investment ideas and research from the Mixed Investment 20-60% Shares sector. This sector contains funds that must hold 20-60% of their portfolio in shares.

“Multi-asset funds offer a simple way to achieve a diversified portfolio. Funds in this sector can have between 20% and 60% invested in equities, with the rest in bonds or alternative assets.”

Louie French

Louie French

Mixed Investment specialist

Latest news and research

Dependent on the assets invested in, investors should make themselves aware of the applicable risks. Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it.