Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
North American Smaller Companies 24.15 % 70.9 % 98.8 % 19
Technology and Telecommunications 23.4 % 88.44 % 131.19 % 19
North America 18.71 % 66.08 % 104.94 % 122
Japanese Smaller Companies 14.89 % 83.89 % 116.93 % 8
Unclassified Sector 14 % 26.13 % 42.63 % 97
Global 11.82 % 51.11 % 69.32 % 271
UK Smaller Companies 11.74 % 45.04 % 83.73 % 74
Japan 9.89 % 49.71 % 70.38 % 73
Asia Pacific Including Japan 8.66 % 60.06 % 69.18 % 8
UK All Companies 7.85 % 27.35 % 45.66 % 323
European Smaller Companies 7.63 % 55.82 % 86.86 % 22
Specialist 7.43 % 7.84 % 32.65 % 179
China/Greater China 7.2 % 60.68 % 80.45 % 26
Global Equity Income 6.85 % 42.77 % 58.28 % 91
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 107
Property 5.98 % 22.27 % 43.77 % 88
Flexible Investment 5.85 % 28.66 % 41.62 % 115
Mixed Investment 40-85% Shares 5.77 % 26.94 % 40.9 % 148
Europe Including UK 5.4 % 36.2 % 53.96 % 29
UK Equity Income 5.3 % 22.47 % 43.86 % 148
Asia Pacific Excluding Japan 5.07 % 58.76 % 62.61 % 104
UK Equity And Bond Income 4.41 % 21.41 % 38.38 % 13
Mixed Investment 20-60% Shares 2.96 % 18.38 % 29.53 % 181
Europe Excluding UK 2.9 % 41.33 % 57.73 % 163
UK Index Linked Gilts 2.15 % 23.06 % 50.9 % 17
Mixed Investment 0-35% Shares 1.47 % 14.06 % 23.18 % 64
£ High Yield 1.41 % 15.7 % 25.58 % 65
Global Emerging Markets 0.55 % 52.91 % 42.67 % 99
UK Gilts 0.38 % 13.09 % 30.44 % 30
Money Market 0.25 % 0.75 % 1.3 % 8
Short Term Money Market 0.17 % 0.49 % 0.73 % 7
£ Strategic Bond 0.07 % 11.45 % 23.48 % 121
Volatility Managed N/A N/A N/A 126
£ Corporate Bond -0.08 % 14 % 28.73 % 150
Global Bonds -0.18 % 21.93 % 21.56 % 102
Global Emerging Markets Bond -5.47 % 24.23 % 15.86 % 40
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 217.76 % 23.55 % -19.52 % 1
Sector Specialist: Tech Media & Telecomm 40.39 % 142.2 % 103.69 % 4
Sector Specialist: Utilities 30.84 % 18.79 % 18.79 % 4
Japanese Smaller Companies 28.99 % 107.76 % 154.96 % 3
North American Smaller Companies 27.12 % 81.77 % 77.67 % 3
Sector Specialist: Small Media, Comms & IT Cos 24.06 % 82.64 % 121.38 % 1
VCT Specialist: Technology 22.64 % 28.77 % 37.34 % 4
Property Securities 20.1 % 59.49 % -99.15 % 1
VCT AIM Quoted 18.37 % 58.94 % 93.14 % 8
Sector Specialist: Biotechnology & Healthcare 17.41 % 32.9 % 126.6 % 8
Global 16.86 % 61.84 % 90.82 % 22
Japan 16.36 % 49.84 % 103.43 % 6
Country Specialists: Europe 15.63 % 95.52 % 32.64 % 1
Country Specialists: Other 13.8 % 14.49 % 43.37 % 4
UK Smaller Companies 13.61 % 17.88 % 54.75 % 21
Sector Specialist: Forestry & Timber 12.54 % 25.36 % -38.96 % 2
Sector Specialist: Environmental 11.98 % 63.7 % 85.35 % 4
North America 11.4 % 62.29 % 66.84 % 8
UK All Companies 9.72 % 25.18 % 58.97 % 15
Hedge Funds 8.54 % 20.05 % 26.12 % 11
Country Specialists: Asia Pacific 7.79 % 60.76 % 125.1 % 12
VCT Generalist 7.45 % 24 % 45.14 % 49
Asia Pacific - Excluding Japan 7.44 % 58.93 % 43.86 % 18
Sector Specialist: Infrastructure 7.25 % 7.96 % 14.14 % 9
Sector Specialist: Debt 6.88 % 22.94 % 24.9 % 39
UK Equity Income 5.38 % 21.4 % 41.11 % 28
Sector Specialist: Financials 5.33 % 69.01 % 32.35 % 4
Global Equity Income 5.05 % 47.85 % 53.83 % 7
UK Equity & Bond Income 4.49 % 29.63 % 62.6 % 6
Europe 4.02 % 39.12 % 74.12 % 8
Global Emerging Markets 3.87 % 48.59 % 27.07 % 13
Flexible Investment 3.41 % 26.71 % 30.22 % 27
European Smaller Companies 2.54 % 62 % 108.77 % 4
Asia Pacific - Including Japan 2.47 % 39.63 % 48.28 % 1
Property Direct - Europe 2.38 % 25.4 % -6.83 % 10
VCT Specialist: Healthcare & Biotechnology 2.27 % -30.77 % -33 % 1
Property Direct - Asia Pacific 2.17 % 28.99 % 66.35 % 5
Property Specialist 1.71 % 23.04 % 50.01 % 17
Sector Specialist: Liquidity Funds 0.3 % 0.55 % 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
Global High Income -0.95 % 19.25 % 38.58 % 2
Private Equity -1.78 % 22.86 % 25.28 % 32
European Emerging Markets -1.96 % 66.57 % 21.87 % 2
Latin America -5.05 % 15.16 % -21.38 % 2
Country Specialists: Latin America -5.43 % 42.75 % -13.2 % 1
Sector Specialist: Commodities & Natural Resources -6.54 % 36.49 % -33.56 % 11
Global Smaller Companies -6.78 % 50.61 % 28.95 % 4
VCT Generalist Pre Qualifying -7.25 % N/A N/A 8
VCT Specialist: Environmental -11.55 % -5.53 % 0.85 % 11
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Media, Leisure & Events -20.67 % -55.55 % -56.44 % 6
Sector Specialist -23.52 % -21.65 % -84 % 1
Sector Specialist: Insurance & Reinsurance Strategies -48.89 % -20.92 % 15.01 % 6

Data provided by Morningstar.

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