Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Global Emerging Markets Bond 14.93 % 14.03 % 28.46 % 40
UK Index Linked Gilts 14.77 % 12.6 % 55.99 % 17
Unclassified Sector 14 % 26.13 % 42.63 % 77
China/Greater China 13.68 % 42.24 % 75.76 % 24
Technology and Telecommunications 12.2 % 68.78 % 123.61 % 19
Global Emerging Markets 11.48 % 29.48 % 41.36 % 100
UK Gilts 10.1 % 6.48 % 33.22 % 30
Asia Pacific Excluding Japan 10.07 % 34.02 % 56.03 % 110
North America 8.98 % 52.18 % 97.58 % 133
Global Equity Income 8.68 % 31.22 % 56.31 % 95
Asia Pacific Including Japan 8.54 % 36.77 % 70.59 % 8
Global Bonds 8.19 % 11.5 % 27.93 % 96
Global 8 % 40.08 % 66.86 % 296
Specialist 7.43 % 7.84 % 32.65 % 192
£ Corporate Bond 7.41 % 9.55 % 27.2 % 145
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 107
£ Strategic Bond 6.26 % 10.35 % 21.29 % 123
Property 5.76 % 22.49 % 42.3 % 47
Mixed Investment 40-85% Shares 5.46 % 22.1 % 37.93 % 148
£ High Yield 4.83 % 14.06 % 22.14 % 59
Mixed Investment 0-35% Shares 4.78 % 10.51 % 21.96 % 56
Mixed Investment 20-60% Shares 4.72 % 14.79 % 26.77 % 183
Flexible Investment 4.65 % 22.83 % 37.4 % 109
Europe Including UK 4.35 % 30.14 % 50.61 % 17
Europe Excluding UK 3.84 % 29.75 % 53.51 % 163
UK Equity And Bond Income 3.57 % 14.99 % 29.91 % 11
Japan 3.24 % 30.18 % 72.81 % 75
North American Smaller Companies 3.14 % 50.65 % 93.96 % 19
UK All Companies 1.54 % 21.49 % 34.17 % 337
UK Equity Income 1.07 % 15.21 % 30.21 % 146
Money Market 0.67 % 1.12 % 1.71 % 4
Short Term Money Market 0.57 % 0.88 % 1.21 % 7
Volatility Managed N/A N/A N/A 166
UK Direct Property -0.1 % 14.58 % 21.49 % 41
Japanese Smaller Companies -1.37 % 34.35 % 97.85 % 8
European Smaller Companies -4.73 % 27.68 % 68.42 % 20
UK Smaller Companies -7.1 % 29.4 % 52.79 % 79
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
VCT Specialist: Healthcare & Biotechnology 278.12 % 278.12 % 278.12 % 1
Sector Specialist: Forestry & Timber 73.39 % 73.39 % 73.39 % 1
Property Direct - Europe 64.61 % 64.61 % 64.61 % 10
VCT Specialist: Environmental 60.41 % 60.41 % 60.41 % 9
VCT Specialist: Technology 55.47 % 55.47 % 55.47 % 4
Country Specialists: Europe 47.08 % 93.15 % 104.57 % 1
Property Direct - Asia Pacific 40.83 % 40.83 % 40.83 % 6
Country Specialists: Latin America 38.99 % 27.28 % 7.04 % 1
European Emerging Markets 32.14 % 64.76 % 66.93 % 1
Latin America 29.09 % 38.25 % -10.11 % 2
Sector Specialist: Biotechnology & Healthcare 19.66 % 66.18 % 128.06 % 8
Sector Specialist: Utilities 19.24 % 41.14 % 41.14 % 3
Sector Specialist: Insurance & Reinsurance Strategies 13.2 % 13.2 % 13.2 % 6
Country Specialists: Asia Pacific 9.75 % 32.86 % 76.65 % 13
Global Equity Income 8.86 % 38.14 % 63.57 % 6
Global Smaller Companies 8.74 % 21.49 % 48.48 % 6
Global Emerging Markets 8.4 % 27.13 % 30.9 % 16
North America 8.27 % 42.84 % 69.05 % 7
Hedge Funds 7.96 % 26.49 % 31.51 % 11
Global High Income 5.97 % 12.16 % 29.19 % 1
Property Securities 5.48 % 47.78 % 68.74 % 1
Sector Specialist: Environmental 4.78 % 38.34 % 67.89 % 4
Europe 4.75 % 43.2 % 62.66 % 8
Sector Specialist: Infrastructure 4 % 4 % 4 % 7
Global 2.85 % 47.7 % 77.37 % 16
Flexible Investment 1.81 % 19.06 % 29.62 % 27
Sector Specialist: Liquidity Funds 1.34 % 2.34 % 2.52 % 2
North American Smaller Companies 1 % 56.72 % 87.09 % 2
Japan 0.64 % 42.75 % 94.84 % 6
UK Equity Income 0.26 % 17.57 % 29.01 % 30
Growth Capital N/A N/A N/A 4
Property - UK Commercial N/A N/A N/A 19
Debt - Loans & Bonds N/A N/A N/A 17
Technology & Media N/A N/A N/A 4
Debt - Direct Lending N/A N/A N/A 11
Debt - Structured Finance N/A N/A N/A 10
Property - UK Residential N/A N/A N/A 7
Royalties N/A N/A N/A 1
Property - Debt N/A N/A N/A 5
Property - UK Healthcare N/A N/A N/A 2
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 12
Asia Pacific Income N/A N/A N/A 5
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Asia Pacific N/A N/A N/A 11
Sector Specialist: Leasing N/A N/A N/A 8
Asia Pacific Smaller Companies N/A N/A N/A 3
UK Equity & Bond Income -1.03 % 20.73 % 35.62 % 3
European Smaller Companies -2.7 % 38.16 % 88.65 % 4
Sector Specialist: Financials -3.08 % 147.32 % 60.53 % 5
UK All Companies -4.47 % 20.69 % 28.23 % 13
Japanese Smaller Companies -4.68 % 69.95 % 121.55 % 4
Sector Specialist: Commodities & Natural Resources -4.94 % -9.1 % -33.21 % 10
UK Smaller Companies -8.86 % 24.98 % 32.46 % 25
VCT AIM Quoted -22.89 % 14.69 % 28.81 % 8
VCT Specialist: Media, Leisure & Events -39.19 % -39.19 % -39.19 % 2
VCT Generalist -74.74 % -74.74 % -74.74 % 49
VCT Generalist Pre Qualifying -90.53 % -90.53 % N/A 7
Private Equity -98.99 % -98.99 % -98.99 % 27

Data provided by Morningstar.

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