Asset Types
rplan have grouped together the funds by looking at the primary type of asset the funds invest in, and/or their general investment approach. This categorisation has two levels, Asset Type and Classification Group.
| Asset Type | Description |
|---|---|
| Equity Regional |
Equities are stocks and shares in individual companies. Funds in the Equity Regional asset type will be invested in equities on a regional basis, either defined by a country or by a larger geographical region. see classification groups |
| Equity Sector |
Equities are stocks and shares in individual companies. Funds in the Equity Sector asset type will be invested into companies that are all involved in a certain sector (for example Finance or Telecoms). see classification groups |
| Asset Allocated |
Asset Allocated funds attempt to provide diversified holdings and consistent returns, intending to spare the investor the trouble of having to accomplish a particular asset allocation themselves by purchasing a large number of different funds. Some Asset Allocation funds have a specific breakdown of asset classes that are maintained over time, while others vary the composition as opportunities and circumstances change. see classification groups |
| Fixed Income |
Fixed income refers to any type of investment which obligates the borrower to make payments on a fixed schedule. These include government issued bonds, companies issuing a corporate bond to borrow money or money market funds. see classification groups |
| Property |
Directly invests in, and/or manages bricks and mortar property. see classification groups |
| Alternatives | Alternatives include a number of other asset types:
|