Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Technology and Telecommunications 28.77 % 60.16 % 137.43 % 16
China/Greater China 18.63 % 29.36 % 50.18 % 25
Unclassified Sector 14 % 26.13 % 42.63 % 61
UK Gilts 12.03 % 17.64 % 34.33 % 38
Japanese Smaller Companies 11.79 % 18.02 % 82.37 % 8
North America 11.42 % 31.61 % 78.2 % 139
Japan 10.43 % 12.71 % 49.28 % 75
Asia Pacific Including Japan 8.88 % 16.32 % 54.89 % 9
UK Index Linked Gilts 7.95 % 18.01 % 47.79 % 16
Specialist 7.43 % 7.84 % 32.65 % 189
Global 7.32 % 18.57 % 51.97 % 307
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
Property 5.76 % 22.49 % 42.3 % 52
North American Smaller Companies 5.73 % 22.53 % 64.97 % 23
£ Corporate Bond 5.61 % 10.03 % 23.94 % 150
£ Strategic Bond 3.88 % 7.64 % 17.36 % 134
Global Bonds 3.14 % 7.32 % 28.22 % 103
Asia Pacific Excluding Japan 2.63 % 9.77 % 42.3 % 113
Global Emerging market Bond - Local Currency 2.53 % 1.54 % 23.72 % 12
Europe Excluding UK 2.51 % 0.66 % 32.96 % 167
European Smaller Companies 2.3 % 1.27 % 49.75 % 19
Mixed Investment 0-35% Shares 1.73 % 4.07 % 14.94 % 61
Mixed Investment 40-85% Shares 1.51 % 6.12 % 23.5 % 155
Flexible Investment 1.47 % 5.61 % 23.04 % 128
Europe Including UK 1.42 % 0.95 % 28.91 % 16
Money Market 0.71 % 1.52 % 2.03 % 4
Global Emerging Markets Bond 0.65 % 2.73 % 25.34 % 17
Short Term Money Market 0.45 % 1.1 % 1.44 % 7
Mixed Investment 20-60% Shares 0.12 % 2.6 % 15.35 % 191
Volatility Managed N/A N/A N/A 187
Global Emerging market Bond - Hard Currency -0.28 % 4.47 % 28.87 % 14
Global Equity Income -0.4 % 5.95 % 35.72 % 103
£ High Yield -1.61 % 2.46 % 14.82 % 63
Global Emerging Markets -2.32 % 2.77 % 34.14 % 101
UK Direct Property -3.96 % 3.65 % 8.81 % 48
UK Smaller Companies -6.73 % 0.68 % 31.58 % 81
UK Equity And Bond Income -7.71 % -8.68 % 5.83 % 11
UK All Companies -8.24 % -6.97 % 8.37 % 340
UK Equity Income -11.24 % -12.75 % 1.37 % 157
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Biotechnology & Healthcare 68.78 % 86.85 % 106.23 % 9
Sector Specialist: Environmental 59.31 % 85.36 % 144.9 % 3
Sector Specialist: Insurance & Reinsurance Strategies 45.13 % 40.37 % 40.37 % 4
VCT Specialist: Healthcare & Biotechnology 42.86 % 410.98 % 410.98 % 1
VCT Specialist: Media, Leisure & Events 40.31 % 3.95 % 3.95 % 2
Asia Pacific 32.48 % 46.41 % 95.15 % 9
Sector Specialist: Commodities & Natural Resources 22.08 % -12.02 % 1.69 % 11
Technology & Media 19.77 % 67.65 % 177.06 % 4
Hedge Funds 13.11 % 24.07 % 35.32 % 11
Japan 10.62 % 18.52 % 52.23 % 6
Country Specialists: Europe 10.21 % 59.95 % 129.59 % 1
Sector Specialist: Utilities 10.06 % 55.52 % 44.59 % 3
VCT Specialist: Environmental 8.33 % 62.08 % 62.08 % 9
Sector Specialist: Infrastructure 8.19 % 5 % 5 % 7
Global Smaller Companies 7.1 % 5.1 % 68.96 % 5
European Smaller Companies 5.95 % 3.18 % 55.47 % 4
Europe 5.37 % 6.31 % 37.84 % 8
Japanese Smaller Companies 4.32 % 26.91 % 88.84 % 5
North America 3.95 % 16.76 % 58.59 % 7
Global 3.4 % 20.44 % 55.53 % 16
Global Equity Income 2.55 % 7.85 % 44.02 % 6
Sector Specialist: Liquidity Funds 1.75 % 2.1 % 3.05 % 2
Country Specialists: Asia Pacific 0.29 % 10 % 48.94 % 11
Debt - Direct Lending N/A N/A N/A 12
Debt - Structured Finance N/A N/A N/A 9
Royalties N/A N/A N/A 1
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 13
VCT Specialist: Technology Pre Qualifying N/A N/A N/A 1
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Sector Specialist: Leasing N/A N/A N/A 8
Asia Pacific Income -1.57 % 7.53 % 35.14 % 4
North American Smaller Companies -2.9 % 17.18 % 55.2 % 2
Property - UK Residential -4.86 % -8.12 % 1.37 % 6
Property - UK Healthcare -5.6 % 6.89 % 30.77 % 2
VCT Generalist -5.63 % -76.44 % -76.44 % 47
Property Securities -7.98 % 14.72 % 43.7 % 1
VCT AIM Quoted -8.33 % -12.82 % 17.78 % 8
Flexible Investment -10.88 % -7.57 % 8.77 % 28
Property - Debt -11.05 % -21.37 % -18 % 5
European Emerging Markets -11.35 % 3.27 % 49.14 % 1
UK All Companies -13.37 % -11.07 % 1.81 % 12
UK Smaller Companies -13.37 % -13.34 % -1.74 % 26
UK Equity Income -13.45 % -11.93 % 0.35 % 29
UK Equity & Bond Income -13.66 % -8.38 % 12.61 % 3
VCT Generalist Pre Qualifying -14.22 % -91.64 % N/A 5
Asia Pacific Smaller Companies -14.92 % -12.66 % 7.81 % 4
Property Direct - Europe -15.02 % -14.86 % 0.9 % 8
Debt - Loans & Bonds -15.29 % -12.64 % -0.89 % 15
Property - UK Commercial -16.95 % -8.88 % 11.19 % 19
Global Emerging Markets -18.13 % -12 % 9.64 % 15
Private Equity -18.99 % -99.2 % -99.2 % 25
VCT Specialist: Technology -19.79 % 30.31 % 30.31 % 4
Growth Capital -21.17 % -48.85 % -51.82 % 4
Sector Specialist: Financials -23.2 % -21.74 % 30.24 % 5
Country Specialists: Latin America -25 % -19.2 % -6.53 % 1
Latin America -25.9 % -15.35 % -19.53 % 2
Property Direct - Asia Pacific -34.08 % -33.98 % -22.02 % 4
Sector Specialist: Forestry & Timber -35.62 % 2.8 % 2.8 % 1
Global High Income -36.17 % -33.5 % -21.86 % 1

Data provided by Morningstar.

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