Classifying Funds

I classify funds, ETFs and UTs as follows:

  1. Equity by Region
    1. Global
    2. UK: Income, Growth, Small Co
    3. US
    4. Europe
    5. EM: APAC, BRICS, Global, Frontier
  2. Equity by Sector
    1. Property
    2. Healthcare
    3. Infrastructure
    4. Technology
  3. Bonds: Income, Strategic, Corporate, IG
  4. Commodity: Precious Metal, Oil
  5. Multi Assets
  6. Absolute Return
  7. Cash

I don’t include categories which I don’t invest, for example: European EM.

For IA classification see here.


Classifying Funds

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