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A little confused about fund's equity allocation %

Sea_Shell · 2021-09-06 06:41:21

Good Morning. I'm a little confused and I hope someone can point out the obvious that I'm probably missing!!! In our ISA's we hold units of the 7IM AAP Balanced C Acc, via Fidelity. Historically this fund has had approximately 56% of its holding in Equities. It's a Mixed asset 20-60% equity class. As at 31/8/21, it would…

Comments

masonic Posts: 27,831 Forumite

9 April 2022 at 4:05PM edited 9 April 2022 at 4:06PM

Sea_Shell said:

Also what are "global themes"? Equities? Something else?

"Themes" usually refers to things that the manager believes are going to change the world or will be in high demand in the future, e.g. technology, energy storage, carbon capture, healthcare, etc

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