Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 84
Technology and Telecommunications 13 % 85.51 % 112.33 % 19
North America 11.48 % 55.95 % 89.64 % 127
North American Smaller Companies 9.53 % 61.38 % 73.62 % 19
UK Index Linked Gilts 8.86 % 27.84 % 55.76 % 16
Specialist 7.43 % 7.84 % 32.65 % 185
Global Equity Income 7.14 % 35.82 % 52.83 % 89
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 108
Global 6.31 % 45.3 % 60.65 % 278
Property 5.76 % 22.49 % 42.3 % 46
UK Equity And Bond Income 5.08 % 20.76 % 29.49 % 11
UK Gilts 4.72 % 11.62 % 31.88 % 30
UK Equity Income 4.27 % 20.95 % 30.95 % 149
Global Bonds 4.05 % 15.32 % 23.33 % 98
Mixed Investment 40-85% Shares 3.42 % 25.47 % 34.93 % 144
£ Corporate Bond 3.36 % 14.79 % 26.69 % 142
UK All Companies 3.34 % 25.92 % 30.64 % 333
UK Direct Property 3.07 % 9.21 % 29.2 % 38
Europe Including UK 2.89 % 32.36 % 39.92 % 17
Mixed Investment 20-60% Shares 2.34 % 17.83 % 25.4 % 174
Global Emerging Markets Bond 2.25 % 20.83 % 28.05 % 40
Mixed Investment 0-35% Shares 2.1 % 13.3 % 20.59 % 54
£ High Yield 2.09 % 17.46 % 19.71 % 59
£ Strategic Bond 1.99 % 12.84 % 20.14 % 118
Flexible Investment 1.93 % 27.06 % 35.67 % 110
Short Term Money Market 0.57 % 0.83 % 1.08 % 7
Money Market 0.55 % 0.99 % 1.53 % 6
Volatility Managed N/A N/A N/A 161
Asia Pacific Excluding Japan -0.32 % 50.07 % 68.02 % 108
Asia Pacific Including Japan -1.19 % 49.37 % 77.08 % 8
Europe Excluding UK -1.23 % 32.23 % 39.26 % 164
UK Smaller Companies -2.92 % 34.89 % 42.04 % 78
Global Emerging Markets -3.63 % 47.45 % 56.21 % 99
Japan -4.13 % 39.29 % 74.08 % 74
China/Greater China -5.13 % 64.26 % 88.69 % 24
European Smaller Companies -5.83 % 34.07 % 49.88 % 20
Japanese Smaller Companies -7.74 % 50.21 % 104.85 % 8
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Country Specialists: Other 39.84 % 29.71 % 38 % 3
Sector Specialist: Utilities 32.82 % 28.22 % 28.22 % 3
Sector Specialist: Forestry & Timber 26.89 % 98.37 % -55 % 1
Sector Specialist: Tech Media & Telecomm 17.44 % 147.49 % 120.45 % 4
Sector Specialist: Biotechnology & Healthcare 13.25 % 59.67 % 93.33 % 8
VCT Specialist: Technology 12.35 % 27.52 % 113.78 % 4
Property Securities 11.36 % 45.28 % -99.2 % 1
North America 10.21 % 56.44 % 73.8 % 7
North American Smaller Companies 9.49 % 72.31 % 61.34 % 3
Country Specialists: Europe 9.27 % 82.85 % 67.32 % 1
Sector Specialist: Small Media, Comms & IT Cos 9.09 % 85.84 % 79.74 % 2
VCT Generalist 8.48 % 26.39 % 47.77 % 48
Hedge Funds 7.44 % 24.06 % 24.61 % 11
Property Specialist 6.53 % 19.04 % 56.33 % 17
Sector Specialist: Environmental 6.29 % 58.94 % 61.24 % 4
Global 6.25 % 63.6 % 76.39 % 22
Sector Specialist: Infrastructure 5.56 % 2.57 % 2.68 % 8
UK Equity Income 4.86 % 24.6 % 28.35 % 28
Latin America 3.94 % 63.75 % 4.49 % 2
VCT Specialist: Environmental 3.92 % 26.07 % 50.36 % 9
Global Equity Income 3.71 % 49.32 % 52.72 % 7
Global Smaller Companies 3.42 % 27.88 % 43.27 % 5
Asia Pacific - Excluding Japan 3.33 % 55.36 % 73.1 % 18
UK All Companies 1.95 % 28.41 % 20.84 % 14
UK Equity & Bond Income 1.61 % 29.45 % 39 % 6
Country Specialists: Latin America 1.03 % 67.03 % 18.74 % 1
European Emerging Markets 0.99 % 70.07 % 62.7 % 1
Global High Income 0.19 % 21.63 % 29.46 % 2
Sector Specialist: Liquidity Funds 0.18 % 1.04 % 1.34 % 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 8
VCT AIM Quoted Pre Qualifying N/A N/A N/A 1
Asia Pacific - Including Japan -0.03 % 49.61 % 67.46 % 1
Flexible Investment -0.37 % 25.22 % 28.49 % 27
Europe -0.39 % 36 % 48.78 % 8
Sector Specialist: Debt -1.54 % 18.92 % 12.71 % 39
Global Emerging Markets -2.5 % 49.14 % 57.87 % 15
Private Equity -2.76 % 27.6 % 20.11 % 30
Country Specialists: Asia Pacific -3.18 % 63.15 % 101.39 % 12
UK Smaller Companies -4.01 % 19.04 % 17.85 % 20
Sector Specialist: Financials -4.58 % 222.75 % 25.84 % 5
Property Direct - Europe -7.35 % 30.02 % -3.72 % 10
European Smaller Companies -7.38 % 42.35 % 63.33 % 4
Sector Specialist -7.85 % 22.13 % -70.45 % 1
Japanese Smaller Companies -8.51 % 85.97 % 140.53 % 4
VCT Generalist Pre Qualifying -8.52 % -24.54 % N/A 7
Japan -8.83 % 43.39 % 102.16 % 6
Property Direct - Asia Pacific -11.2 % 32.53 % 34.27 % 5
Property Direct - UK -12.34 % -8.12 % -19.84 % 16
VCT Specialist: Healthcare & Biotechnology -15.44 % -12.48 % -33.68 % 1
VCT AIM Quoted -17.29 % 22.19 % 18.61 % 8
Sector Specialist: Commodities & Natural Resources -26.07 % 24.67 % -46.22 % 10
VCT Specialist: Media, Leisure & Events -32.93 % -63.63 % -67.07 % 2
Sector Specialist: Insurance & Reinsurance Strategies -62.71 % -78.79 % -63.85 % 6

Data provided by Morningstar.

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