Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Technology and Telecommunications 21.56 % 79.62 % 131.14 % 19
North American Smaller Companies 19.14 % 62.68 % 94.2 % 19
Japanese Smaller Companies 16.85 % 84.11 % 110.23 % 8
UK Smaller Companies 16.65 % 49.76 % 94.61 % 74
North America 15.59 % 59.19 % 98.73 % 122
Unclassified Sector 14 % 26.13 % 42.63 % 97
China/Greater China 13.31 % 54.21 % 93.78 % 26
Global 10.62 % 45.54 % 67.67 % 272
Japan 10.46 % 47.6 % 61.6 % 73
European Smaller Companies 9.63 % 57.3 % 94.42 % 22
UK All Companies 9.2 % 26.23 % 49.23 % 325
Asia Pacific Including Japan 8.9 % 53.07 % 66.29 % 8
Specialist 7.43 % 7.84 % 32.65 % 178
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 108
Europe Including UK 6.07 % 33.9 % 57.84 % 29
UK Equity Income 6.07 % 21.48 % 46.31 % 148
Property 5.85 % 22.17 % 41.19 % 86
Flexible Investment 5.64 % 25.69 % 41.21 % 115
Mixed Investment 40-85% Shares 5.6 % 24.49 % 40.58 % 150
UK Index Linked Gilts 5.37 % 26.91 % 44.92 % 17
Asia Pacific Excluding Japan 5.11 % 47.95 % 62.04 % 104
Global Equity Income 4.2 % 36.14 % 53.82 % 91
UK Equity And Bond Income 4.01 % 20.14 % 38.54 % 13
Europe Excluding UK 3.95 % 39.13 % 63.59 % 163
Mixed Investment 20-60% Shares 3 % 17.03 % 29.29 % 181
UK Gilts 2.38 % 16.74 % 27.96 % 30
Global Emerging Markets 1.73 % 42.19 % 42.71 % 99
Mixed Investment 0-35% Shares 1.7 % 13.39 % 22.59 % 64
£ High Yield 1.15 % 14.1 % 25.75 % 65
£ Corporate Bond 0.93 % 15.07 % 27.84 % 150
£ Strategic Bond 0.66 % 11.45 % 23.29 % 120
Money Market 0.22 % 0.73 % 1.28 % 8
Short Term Money Market 0.15 % 0.48 % 0.71 % 7
Global Bonds 0.13 % 21.12 % 18.5 % 100
Volatility Managed N/A N/A N/A 126
Global Emerging Markets Bond -3.41 % 22.22 % 14.03 % 39
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 158.11 % 5.72 % -5.67 % 1
Sector Specialist: Tech Media & Telecomm 39.12 % 133.4 % 109.36 % 4
Japanese Smaller Companies 29.12 % 110.96 % 142.65 % 3
Sector Specialist: Small Media, Comms & IT Cos 27.58 % 76.87 % 126.09 % 1
Property Securities 26.06 % 61.2 % -99.15 % 1
Sector Specialist: Utilities 24.59 % 14.38 % 14.38 % 4
VCT AIM Quoted 23.66 % 62.09 % 104.45 % 8
VCT Specialist: Technology 23.3 % 22.47 % 17.31 % 4
North American Smaller Companies 20.57 % 66.76 % 70.27 % 3
Country Specialists: Europe 19.58 % 84.31 % 35.5 % 1
Global 17.72 % 55.62 % 88.41 % 22
Japan 17.12 % 47.81 % 101.22 % 6
UK Smaller Companies 16.71 % 20.3 % 65.66 % 21
UK All Companies 13.16 % 26.51 % 64.35 % 16
Country Specialists: Other 12.65 % 6.67 % 37.26 % 4
Sector Specialist: Biotechnology & Healthcare 11.51 % 24.26 % 120.73 % 7
Sector Specialist: Environmental 10.71 % 56.25 % 80.75 % 4
Sector Specialist: Forestry & Timber 9.04 % 2.38 % -44.78 % 2
North America 8.78 % 52.25 % 58.11 % 8
VCT Generalist 8.42 % 25.73 % 46.65 % 50
UK Equity Income 8.03 % 20.65 % 46.12 % 28
Hedge Funds 8 % 18.57 % 22.12 % 12
UK Equity & Bond Income 6.16 % 31.3 % 67.94 % 6
Sector Specialist: Debt 5.98 % 21.79 % 24.77 % 38
Country Specialists: Asia Pacific 4.52 % 49.84 % 116.33 % 12
European Emerging Markets 4.05 % 60.38 % 23.71 % 2
Global Emerging Markets 3.97 % 37.07 % 24.62 % 13
Europe 3.74 % 34.6 % 78.01 % 8
Asia Pacific - Excluding Japan 3.69 % 46.26 % 37.37 % 17
Global Equity Income 3.66 % 43.14 % 49.12 % 7
European Smaller Companies 3.63 % 59.68 % 119.5 % 4
Flexible Investment 3.4 % 24.53 % 29.9 % 26
Property Direct - Asia Pacific 3.37 % 27.94 % 65.75 % 5
Asia Pacific - Including Japan 2.79 % 37.79 % 47.63 % 1
Sector Specialist: Commodities & Natural Resources 0.96 % 30.18 % -30.1 % 11
Property Specialist 0.77 % 25.93 % 55.56 % 17
Sector Specialist: Financials 0.58 % 63.92 % 120.64 % 3
Sector Specialist: Liquidity Funds 0.3 % 0.79 % 1.1 % 2
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 8
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Sector Specialist: Leasing N/A N/A N/A 8
VCT Specialist: Healthcare & Biotechnology N/A -31.82 % -19.14 % 1
Global High Income -0.64 % 19.79 % 41.47 % 2
VCT Specialist: Environmental -1.96 % 7.79 % 19.76 % 11
Private Equity -2.77 % 18.42 % 24.03 % 32
Sector Specialist: Infrastructure -2.89 % 1.2 % 4.63 % 9
Latin America -5.12 % -0.22 % -25.35 % 2
Global Smaller Companies -6.46 % 50.18 % 30.54 % 4
Property Direct - Europe -6.98 % -11.5 % -56.55 % 10
VCT Generalist Pre Qualifying -7.28 % N/A N/A 8
Country Specialists: Latin America -11.51 % 6.85 % -25.14 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Media, Leisure & Events -20.67 % -55.55 % -58.41 % 6
Sector Specialist -22.07 % -21.62 % -81.68 % 1
Sector Specialist: Insurance & Reinsurance Strategies -39.54 % -10.29 % 10.18 % 7

Data provided by Morningstar.

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