Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 81
Specialist 7.43 % 7.84 % 32.65 % 178
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 110
Property 5.76 % 22.49 % 42.3 % 43
UK Direct Property 2.8 % 9.31 % 30.92 % 38
Technology and Telecommunications 1.26 % 75.52 % 94.4 % 19
Global Bonds 1.1 % 17.8 % 23.22 % 97
UK Gilts 1.05 % 10.8 % 28.53 % 30
North America 0.51 % 57.7 % 82.23 % 122
North American Smaller Companies 0.49 % 63.79 % 65.9 % 18
Money Market 0.46 % 0.92 % 1.45 % 6
Short Term Money Market 0.38 % 0.64 % 0.86 % 7
Volatility Managed N/A N/A N/A 134
UK Index Linked Gilts -0.72 % 22.29 % 46.27 % 16
£ Corporate Bond -1.65 % 13.58 % 23.79 % 141
£ Strategic Bond -1.79 % 12.52 % 18.47 % 117
Global Emerging Markets Bond -1.86 % 28.08 % 26.92 % 40
£ High Yield -1.88 % 19.52 % 17.98 % 59
Mixed Investment 0-35% Shares -2.55 % 14.04 % 18.02 % 60
Mixed Investment 20-60% Shares -3.87 % 18.92 % 21.55 % 183
Global Equity Income -4.68 % 38.77 % 46.58 % 88
Mixed Investment 40-85% Shares -4.79 % 26.47 % 28.92 % 148
Global -4.88 % 46.72 % 51.42 % 274
Flexible Investment -5.54 % 28.71 % 29.74 % 113
UK Equity And Bond Income -5.54 % 19.38 % 22.81 % 13
UK Equity Income -7.55 % 19.82 % 23.3 % 147
UK All Companies -8.17 % 25.46 % 22.38 % 326
UK Smaller Companies -9.46 % 35.01 % 38.65 % 74
Europe Including UK -9.62 % 29.37 % 31.91 % 19
Asia Pacific Excluding Japan -10.81 % 55.22 % 58.01 % 107
Asia Pacific Including Japan -11.43 % 53.24 % 62.39 % 8
Global Emerging Markets -12.2 % 61.02 % 44.88 % 99
Europe Excluding UK -12.39 % 30.37 % 33.44 % 163
Japan -13.39 % 40.23 % 53.71 % 73
Japanese Smaller Companies -13.96 % 62.07 % 82.14 % 8
European Smaller Companies -14.17 % 35.24 % 47.36 % 20
China/Greater China -17.51 % 60.51 % 62.68 % 24
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Property Direct - Europe 43.22 % 43.22 % 43.22 % 10
Country Specialists: Other 30.02 % 35.74 % 37.26 % 3
Sector Specialist: Forestry & Timber 27.27 % 100 % -57.39 % 1
VCT Specialist: Technology 22.57 % 36.51 % 32.81 % 4
Sector Specialist: Utilities 17.55 % 24.73 % 24.73 % 3
VCT Generalist 10.06 % 29.74 % 53.22 % 48
Sector Specialist: Infrastructure 8.78 % 11.31 % 12.51 % 8
Hedge Funds 6.41 % 21.29 % 26.43 % 11
VCT Specialist: Environmental 3.75 % 25.67 % 61.62 % 9
Latin America 1.96 % 97.99 % 0.96 % 2
Country Specialists: Europe 1.65 % 123.12 % 43.27 % 1
Sector Specialist: Tech Media & Telecomm 1.43 % 109.53 % 37.07 % 4
North American Smaller Companies 1.3 % 76.49 % 53.79 % 3
Property Specialist 0.36 % 15.49 % 41.48 % 17
Sector Specialist: Liquidity Funds 0.18 % 0.43 % 1.78 % 2
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 10
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 2
Sector Specialist: Leasing N/A N/A N/A 9
Property Securities -0.25 % 52.36 % -99.22 % 1
VCT Specialist: Healthcare & Biotechnology -0.77 % -16.84 % -37.63 % 1
Sector Specialist: Debt -0.88 % 20.45 % 13.74 % 39
Sector Specialist: Biotechnology & Healthcare -0.92 % 38.43 % 86.34 % 7
Global Smaller Companies -1.33 % 13.63 % 39.74 % 5
Country Specialists: Latin America -1.47 % 106.05 % 13.57 % 1
Sector Specialist: Small Media, Comms & IT Cos -1.67 % 74.56 % 62.98 % 2
Global -3.52 % 59.82 % 66.42 % 21
North America -3.97 % 59.41 % 58.8 % 7
VCT Generalist Pre Qualifying -5.14 % N/A N/A 8
UK All Companies -5.29 % 25.91 % 31.17 % 15
UK Equity & Bond Income -5.43 % 28.05 % 29.07 % 6
Global High Income -5.54 % 21.54 % 30.7 % 2
Flexible Investment -6 % 26.16 % 26.03 % 26
Sector Specialist: Environmental -6.57 % 57.86 % 58.16 % 4
Asia Pacific - Excluding Japan -6.76 % 58.38 % 49.18 % 18
Global Equity Income -7.58 % 46.78 % 42.54 % 7
UK Equity Income -7.7 % 20.19 % 21.32 % 28
Private Equity -9.18 % 19.85 % 13.22 % 29
Sector Specialist: Financials -9.59 % 138.07 % 12.21 % 5
Europe -11.52 % 33.83 % 44.09 % 8
Global Emerging Markets -11.75 % 60.31 % 38.99 % 15
European Emerging Markets -11.78 % 93.79 % 29.66 % 1
UK Smaller Companies -11.81 % 13.45 % 14.01 % 20
Property Direct - UK -12.34 % -8.12 % -19.84 % 16
VCT AIM Quoted -13.14 % 26.84 % 33.05 % 8
Asia Pacific - Including Japan -14.01 % 39.78 % 46.75 % 1
Property Direct - Asia Pacific -15.2 % 15.57 % 34.05 % 5
Country Specialists: Asia Pacific -15.91 % 59.19 % 95.79 % 12
Japanese Smaller Companies -16 % 69.54 % 103.67 % 4
Japan -18.08 % 44.94 % 71.63 % 6
European Smaller Companies -18.61 % 40.28 % 53.07 % 4
VCT Specialist: Media, Leisure & Events -19.13 % -57.33 % -58.49 % 2
Sector Specialist -25 % 24.4 % -79.34 % 1
Sector Specialist: Commodities & Natural Resources -31.73 % 40.42 % -45.38 % 10
Sector Specialist: Insurance & Reinsurance Strategies -58.53 % -75.63 % -61.2 % 6

Data provided by Morningstar.

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