As at the end of February 2020, the Investment Association (IA) Global sector comprised of 339 funds with a combined level of assets totalling in excess of £250bn. To meet the IA’s requirements, funds in the sector must invest at least 80% of their assets in global equities, and not qualify for a UK or other regional sector. Global equity funds that yield a premium to the MSCI AC World Index fall into the IA Global Equity Income sector. Investors should also be mindful that although a separate IA Specialist sector exists, some non-traditional global equity funds, such as infrastructure and commodity related funds, do find their way into the peer group.

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