Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 79
North America 10.76 % 63.65 % 103.16 % 131
Technology and Telecommunications 10.32 % 92.18 % 131.58 % 19
UK Index Linked Gilts 10.23 % 30.21 % 50.07 % 16
Specialist 7.43 % 7.84 % 32.65 % 186
North American Smaller Companies 6.37 % 68.4 % 96.55 % 19
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
Property 5.76 % 22.49 % 42.3 % 46
UK Gilts 5.56 % 11.63 % 29.6 % 30
Global Bonds 5.3 % 17.28 % 24.77 % 97
Global Emerging Markets Bond 5.22 % 21.66 % 23.94 % 40
Global Equity Income 5 % 40.73 % 53.85 % 89
£ Corporate Bond 4.28 % 14.24 % 25.23 % 144
Global 4.01 % 50.72 % 65.96 % 285
£ Strategic Bond 3.24 % 12.63 % 19.18 % 114
£ High Yield 2.95 % 16.46 % 19.06 % 59
UK Direct Property 1.77 % 9.69 % 27.02 % 38
Mixed Investment 0-35% Shares 1.58 % 14.23 % 20.45 % 53
Mixed Investment 40-85% Shares 1.01 % 28.12 % 36.57 % 147
Mixed Investment 20-60% Shares 0.8 % 19.19 % 25.45 % 174
Money Market 0.61 % 1.05 % 1.6 % 4
Short Term Money Market 0.52 % 0.79 % 1.08 % 7
Volatility Managed N/A N/A N/A 162
Flexible Investment -0.01 % 29.75 % 37.03 % 110
Europe Including UK -1.03 % 36.68 % 43.66 % 17
UK Equity And Bond Income -2.06 % 20.04 % 26.87 % 11
Asia Pacific Excluding Japan -3.33 % 54.67 % 59.82 % 109
Europe Excluding UK -3.59 % 37.69 % 43.44 % 164
Asia Pacific Including Japan -3.86 % 52.88 % 74.21 % 8
UK All Companies -3.93 % 28.45 % 33.9 % 337
UK Smaller Companies -4.15 % 40 % 57.8 % 78
Global Emerging Markets -4.2 % 50.81 % 42.54 % 99
UK Equity Income -4.37 % 21.95 % 29.91 % 145
European Smaller Companies -7.31 % 37.64 % 57.28 % 20
Japan -7.84 % 40.12 % 78.65 % 74
China/Greater China -10.42 % 67.65 % 85.38 % 24
Japanese Smaller Companies -11.92 % 44.41 % 112.39 % 8
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Country Specialists: Other 31.88 % 42.15 % 40.73 % 1
Sector Specialist: Insurance & Reinsurance Strategies 28.47 % -74.89 % -56.46 % 6
Sector Specialist: Utilities 21.69 % 32.74 % 32.74 % 3
Sector Specialist: Forestry & Timber 21.67 % 90.2 % -59.48 % 1
Country Specialists: Europe 19.16 % 98.18 % 66.97 % 1
Country Specialists: Latin America 12.72 % 49.2 % 0.27 % 1
Sector Specialist: Tech Media & Telecomm 12.17 % 155.57 % 218.93 % 5
VCT Generalist 10.76 % 24.38 % 45.34 % 50
Sector Specialist: Infrastructure 8.91 % 1.1 % 12 % 8
Hedge Funds 8.16 % 24.94 % 28.77 % 11
Latin America 6.93 % 53.84 % -12.3 % 2
North America 6.66 % 56.09 % 67.72 % 7
European Emerging Markets 6.16 % 71.62 % 47.82 % 1
North American Smaller Companies 5.63 % 75.02 % 75.92 % 3
Sector Specialist: Small Media, Comms & IT Cos 5.47 % 97.66 % 107.69 % 1
Sector Specialist: Environmental 5.02 % 58.27 % 69.94 % 4
Global High Income 4.77 % 21.87 % 30.98 % 2
Sector Specialist: Biotechnology & Healthcare 4.59 % 45.06 % 104.88 % 8
Property Securities 4.25 % 51.02 % 65.64 % 1
Property Specialist 3.86 % 21.02 % 49.71 % 16
VCT Specialist: Environmental 3.74 % 27.25 % 44.8 % 9
Global Smaller Companies 3.39 % 46.14 % 55.98 % 5
Global 1.77 % 62.7 % 81.47 % 21
Global Equity Income 1.61 % 43.13 % 52.33 % 7
UK Equity & Bond Income 1.56 % 33.08 % 42.62 % 6
Flexible Investment 0.66 % 24.06 % 31.22 % 27
Sector Specialist: Liquidity Funds 0.18 % 1.16 % 1.22 % 2
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 11
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 2
Sector Specialist: Leasing N/A N/A N/A 8
Sector Specialist -0.23 % 13 % -63.35 % 1
Sector Specialist: Financials -0.67 % 218 % 41.29 % 5
Asia Pacific - Excluding Japan -0.83 % 55.39 % 64.16 % 19
Global Emerging Markets -1.2 % 46.73 % 33.76 % 15
Sector Specialist: Debt -1.38 % 19.83 % 15.14 % 38
Europe -2.18 % 42.36 % 50.4 % 8
UK Equity Income -3.21 % 25.52 % 28.39 % 28
Private Equity -3.51 % 15.22 % 8.96 % 31
Country Specialists: Asia Pacific -4.49 % 64.55 % 96.11 % 12
UK All Companies -4.64 % 28.19 % 29.97 % 14
UK Smaller Companies -4.88 % 21.78 % 33.54 % 20
VCT Generalist Pre Qualifying -5.3 % N/A N/A 6
Property Direct - Europe -5.65 % 22.2 % -1.9 % 11
Asia Pacific - Including Japan -6.71 % 37.88 % 54.56 % 1
Japanese Smaller Companies -8.38 % 85.1 % 150.31 % 4
European Smaller Companies -8.89 % 45.71 % 71.14 % 4
VCT Specialist: Technology -8.99 % 6.85 % 68.76 % 4
Japan -9.92 % 46.98 % 106.88 % 6
Property Direct - UK -12.34 % -8.12 % -19.84 % 17
VCT Specialist: Healthcare & Biotechnology -15.44 % -11.57 % -30.42 % 1
Property Direct - Asia Pacific -17.36 % 13.96 % 32.1 % 6
VCT AIM Quoted -21.59 % 16.42 % 22.59 % 8
Sector Specialist: Commodities & Natural Resources -29.91 % 4.75 % -43.09 % 10
VCT Specialist: Media, Leisure & Events -38 % -66.64 % -71.04 % 2

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.