Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
North American Smaller Companies 26.77 % 77.15 % 113.28 % 19
Technology and Telecommunications 20.93 % 87.93 % 139 % 19
North America 20.61 % 72.34 % 120.68 % 122
Unclassified Sector 14 % 26.13 % 42.63 % 89
Global 11.87 % 55.84 % 82.07 % 271
UK Smaller Companies 11.74 % 45.56 % 90.23 % 74
Japanese Smaller Companies 10.4 % 81.99 % 119.6 % 8
Japan 8.34 % 52.89 % 78.03 % 73
UK All Companies 7.64 % 29.82 % 50.72 % 322
Specialist 7.43 % 7.84 % 32.65 % 179
Global Equity Income 7.39 % 47.4 % 67.35 % 91
European Smaller Companies 7.1 % 65.93 % 100.99 % 22
Asia Pacific Including Japan 6.78 % 65.26 % 78.48 % 8
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 107
Property 6.23 % 26.67 % 52.08 % 88
UK Equity Income 5.42 % 24.37 % 47.32 % 148
Mixed Investment 40-85% Shares 5.26 % 28.42 % 45.69 % 148
Flexible Investment 5.19 % 32.78 % 49.84 % 115
Europe Including UK 4.34 % 39.79 % 58.49 % 29
UK Equity And Bond Income 4.33 % 23.04 % 41.47 % 13
China/Greater China 3.83 % 69.27 % 87.37 % 26
Asia Pacific Excluding Japan 3.64 % 65.87 % 71.36 % 104
Europe Excluding UK 2.8 % 43.64 % 62.72 % 163
Mixed Investment 20-60% Shares 2.51 % 20.04 % 33.34 % 181
UK Index Linked Gilts 1.92 % 22.59 % 53.73 % 17
£ High Yield 1.41 % 15.93 % 27.82 % 65
Mixed Investment 0-35% Shares 1.24 % 14.73 % 26.15 % 64
UK Gilts 0.61 % 11.97 % 31.06 % 30
Money Market 0.29 % 1.01 % 1.78 % 8
Short Term Money Market 0.18 % 0.46 % 0.72 % 7
£ Corporate Bond 0.07 % 14.53 % 31.46 % 150
Volatility Managed N/A N/A N/A 134
£ Strategic Bond -0.11 % 12 % 25.38 % 121
Global Bonds -0.53 % 24.3 % 25.75 % 100
Global Emerging Markets -1.47 % 58.99 % 51.05 % 99
Global Emerging Markets Bond -5.07 % 27.48 % 24.16 % 40
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 188.32 % 28.3 % -23.66 % 1
Sector Specialist: Tech Media & Telecomm 36.86 % 142.05 % 212.44 % 4
Sector Specialist: Utilities 31.28 % -2.96 % 24.73 % 4
North American Smaller Companies 26.14 % 73.55 % 97.76 % 3
Sector Specialist: Biotechnology & Healthcare 25.93 % 46.79 % 132.22 % 8
Japanese Smaller Companies 24.85 % 96.88 % 145.83 % 3
Sector Specialist: Small Media, Comms & IT Cos 24.64 % 86.39 % 122.69 % 1
VCT Specialist: Technology 22.64 % 28.77 % 40.67 % 4
Property Securities 20.94 % 50.11 % 138.29 % 1
Global 15.68 % 65.54 % 107.47 % 22
VCT AIM Quoted 15.65 % 49.27 % 100.78 % 8
Country Specialists: Europe 15.51 % 97 % 22.59 % 1
Japan 15.35 % 57.47 % 115.69 % 6
UK Smaller Companies 13.64 % 48.24 % 100.44 % 21
Sector Specialist: Forestry & Timber 12.51 % 31.56 % -37.23 % 2
Sector Specialist: Infrastructure 11.79 % 10.94 % 17.41 % 9
Sector Specialist: Financials 10.95 % 22.5 % 52.54 % 4
North America 10.83 % 67.53 % 79.9 % 8
UK All Companies 9.33 % 24.73 % 63.68 % 15
VCT Generalist 7.55 % 23.64 % 45.09 % 49
Hedge Funds 7.19 % 20.06 % 22.7 % 11
Global Equity Income 5.48 % 56.68 % 67.65 % 7
Country Specialists: Asia Pacific 5.01 % 68.73 % 104.76 % 12
Europe 4.86 % 42.15 % 76.01 % 8
VCT Specialist: Healthcare & Biotechnology 4.65 % -30.77 % -33 % 1
Global Smaller Companies 4.54 % 3.35 % 63.06 % 4
Flexible Investment 4.51 % 34.13 % 49.25 % 27
UK Equity Income 4.37 % 24.23 % 45.66 % 28
Asia Pacific - Excluding Japan 4.02 % 54.75 % 57.77 % 18
Sector Specialist: Debt 4.01 % 23.23 % 34.64 % 39
UK Equity & Bond Income 3.5 % 25.67 % 45.61 % 6
Property Direct - Europe 2.78 % 27.65 % -6.75 % 10
Property Specialist 2.47 % 23.61 % 51.71 % 17
Asia Pacific - Including Japan 1.99 % 46.85 % 52.25 % 1
Global Emerging Markets 1.9 % 43.41 % 32.01 % 13
European Smaller Companies 0.95 % 62.18 % 105.53 % 4
Property Direct - Asia Pacific 0.31 % 30.42 % 67.05 % 5
Sector Specialist: Liquidity Funds 0.3 % 0.6 % 1.07 % 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 -0.33 % 19.64 % 46.3 % 2
European Emerging Markets -1.43 % 76.48 % 23.99 % 2
Private Equity -2.01 % 23.87 % 26.06 % 32
Sector Specialist: Commodities & Natural Resources -4.5 % 30.13 % -21.9 % 11
Country Specialists: Other -4.92 % -3.97 % -57.31 % 4
Sector Specialist: Environmental -5.31 % 4.18 % 14.95 % 4
VCT Generalist Pre Qualifying -7.25 % N/A N/A 8
Latin America -8.55 % 57.82 % 4.72 % 2
Country Specialists: Latin America -9.82 % 47.98 % -13.87 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Environmental -12.41 % -5.91 % 0.79 % 11
VCT Specialist: Media, Leisure & Events -21.78 % -56.28 % -57.17 % 6
Sector Specialist -22.64 % -15.77 % -85.5 % 1
Sector Specialist: Insurance & Reinsurance Strategies -50.43 % -22.57 % 13.68 % 6

Data provided by Morningstar.

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