Overweight

By | 2017-09-13T15:12:16+00:00 13th September 2017|

Being ‘overweight’ in the financial world is when a fund has a greater percentage weighting in an asset class, stock, sector or geographical region than the index or benchmark against which it is measured. For example, if a fund has a 10% weighting in Asian equities, but its benchmark has a 7% weighting, the fund is 3% overweight.