How funds are grouped
Every fund we price is put into one category a beginner can recognise, from what it holds, where, and how it is built. The rules are fixed and written down; no fund can pay to be placed.
How it is done
- Inputs: the vendor’s asset-class code, the index the fund tracks, its name and its legal structure.
- Order of rules: leveraged or inverse first, then crypto, commodities, cash-like, bonds (government or corporate), mixed-asset, property, investment trusts, then themes (sustainable, technology, healthcare, dividend income, smaller companies, sectors) and finally the region of the shares.
- An "ESG" or "Screened" version of a regional or sector fund stays with that region or sector.
- US- and Canada-domiciled funds are marked as not generally available to UK retail investors — they publish no UK/EU key information document — and are left out of category pages.
Limits to know about
- Automatic rules make occasional mistakes. Tell us and we fix the rule, not just the fund.
- A category describes what a fund holds, not how good it is.
Sources: TradingView (asset class, index, structure) · Fund names from issuers and the FCA FIRDS register
Last reviewed 22/09/2026