Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Technology and Telecommunications 33.44 % 65.32 % 138.53 % 17
China/Greater China 25.03 % 43.08 % 75.51 % 24
North America 23.61 % 36 % 94.47 % 137
North American Smaller Companies 22.63 % 29.06 % 91.07 % 23
UK Smaller Companies 22.26 % 38.51 % 78.23 % 81
Global 21.28 % 29.79 % 72.61 % 298
Europe Including UK 20.24 % 24.45 % 57.74 % 16
Europe Excluding UK 19.56 % 21.95 % 61.24 % 167
UK All Companies 18.42 % 21.17 % 46.11 % 338
Global Equity Income 18.05 % 22.26 % 59.69 % 103
Asia Pacific Excluding Japan 17.83 % 29.18 % 62.43 % 112
European Smaller Companies 17.43 % 25.26 % 78.71 % 20
Asia Pacific Including Japan 17.04 % 28.38 % 75.94 % 9
UK Equity Income 16.41 % 17.26 % 39.64 % 152
Global Emerging Markets 15.43 % 25.37 % 53.38 % 100
Mixed Investment 40-85% Shares 14.91 % 19.04 % 41.74 % 156
UK Equity And Bond Income 14.82 % 14.97 % 33.65 % 11
Japanese Smaller Companies 14.58 % 24.87 % 102.07 % 8
Flexible Investment 14.47 % 18.76 % 41.7 % 122
Japan 14.32 % 17.07 % 73.99 % 73
Unclassified Sector 14 % 26.13 % 42.63 % 68
Mixed Investment 20-60% Shares 11.16 % 13.47 % 28.78 % 194
£ Corporate Bond 11.01 % 14.77 % 23.38 % 155
UK Gilts 9.92 % 13.39 % 20.53 % 37
£ High Yield 9.79 % 13.84 % 27.75 % 65
UK Index Linked Gilts 9.64 % 12.78 % 34.05 % 17
Global Emerging Markets Bond 9.62 % 10.5 % 30.79 % 43
£ Strategic Bond 9.42 % 12.8 % 21.17 % 133
Mixed Investment 0-35% Shares 8.7 % 10.26 % 21.59 % 61
Specialist 7.43 % 7.84 % 32.65 % 187
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 110
Global Bonds 6.3 % 7.05 % 24.31 % 101
Property 5.76 % 22.49 % 42.3 % 52
Money Market 0.7 % 1.29 % 1.86 % 4
Short Term Money Market 0.56 % 1 % 1.35 % 7
Volatility Managed N/A N/A N/A 181
UK Direct Property -0.82 % 9.88 % 16.22 % 48
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
VCT Specialist: Healthcare & Biotechnology 257.68 % 257.68 % 257.68 % 1
VCT Specialist: Environmental 65.53 % 65.53 % 65.53 % 9
Sector Specialist: Forestry & Timber 61.05 % 61.05 % 61.05 % 1
Country Specialists: Europe 56.19 % 61.56 % 256.98 % 1
VCT Specialist: Technology 55.18 % 55.18 % 55.18 % 4
Sector Specialist: Biotechnology & Healthcare 49.38 % 68.42 % 101.5 % 9
Sector Specialist: Environmental 48.54 % 63.94 % 122.68 % 4
European Emerging Markets 38.8 % 49.7 % 126.57 % 1
Property Securities 27.98 % 78.01 % 100.57 % 1
Sector Specialist: Utilities 27.06 % 65.71 % 54.3 % 3
North American Smaller Companies 24.92 % 33.23 % 97.12 % 2
European Smaller Companies 24.18 % 42.26 % 109.53 % 4
Europe 23.61 % 36.19 % 71.37 % 8
Global Equity Income 22.39 % 30.4 % 73.31 % 6
North America 21.63 % 23.16 % 72.83 % 7
Japanese Smaller Companies 20.81 % 52.53 % 162 % 4
UK All Companies 20.75 % 32.95 % 53.51 % 12
UK Equity Income 19.89 % 25.76 % 42.64 % 29
Sector Specialist: Insurance & Reinsurance Strategies 19.77 % 19.77 % 19.77 % 6
Japan 19.58 % 31.24 % 91.61 % 6
UK Smaller Companies 18.28 % 30.44 % 45.45 % 26
Global 17.08 % 38.12 % 81.82 % 16
UK Equity & Bond Income 16.96 % 26.66 % 53.63 % 3
Country Specialists: Asia Pacific 15.08 % 29.88 % 61.26 % 13
Global Smaller Companies 13.33 % 22.74 % 82.81 % 5
Sector Specialist: Commodities & Natural Resources 11.98 % -29.95 % -7.05 % 10
Country Specialists: Latin America 11.55 % 14.85 % 32.84 % 1
Latin America 9.5 % 28.7 % 14.8 % 2
Global High Income 6.93 % 7.84 % 25.38 % 1
Flexible Investment 6.51 % 13.29 % 30.34 % 28
Hedge Funds 6.17 % 12.71 % 25.51 % 11
Sector Specialist: Infrastructure 5 % 5 % 5 % 7
Global Emerging Markets 2.12 % 13.46 % 33.47 % 16
Sector Specialist: Liquidity Funds 2.08 % 2.63 % 3.53 % 2
Sector Specialist: Financials 2.02 % -4.88 % 96.16 % 5
VCT Specialist: Media, Leisure & Events 0.24 % 0.24 % 0.24 % 2
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 16
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 2
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 13
Asia Pacific Income N/A N/A N/A 4
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Asia Pacific N/A N/A N/A 9
Sector Specialist: Leasing N/A N/A N/A 8
Asia Pacific Smaller Companies N/A N/A N/A 5
Property Direct - Europe -1.79 % 2.27 % 4.09 % 9
VCT AIM Quoted -2.32 % 9.41 % 33.88 % 8
Property Direct - Asia Pacific -15.86 % -23.21 % -0.35 % 5
VCT Generalist -74.12 % -74.12 % -74.12 % 45
VCT Generalist Pre Qualifying -90.89 % -90.89 % N/A 7
Private Equity -98.94 % -98.94 % -98.94 % 25

Data provided by Morningstar.

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