Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Technology and Telecommunications 21.39 % 80.36 % 134.22 % 19
North American Smaller Companies 19.84 % 63.83 % 95.24 % 19
Japanese Smaller Companies 16.71 % 84.42 % 114.26 % 8
UK Smaller Companies 16.27 % 49.77 % 93.95 % 74
North America 16.13 % 60.11 % 99.64 % 122
Unclassified Sector 14 % 26.13 % 42.63 % 97
China/Greater China 11.86 % 53.93 % 94.94 % 26
Global 11.05 % 46.19 % 68.4 % 272
Japan 10.71 % 48.08 % 63.76 % 73
European Smaller Companies 9.9 % 57.5 % 93.51 % 22
UK All Companies 9.2 % 26.31 % 48.81 % 325
Asia Pacific Including Japan 8.64 % 53.24 % 67.68 % 8
Specialist 7.43 % 7.84 % 32.65 % 179
Europe Including UK 6.5 % 34.37 % 58.15 % 29
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 108
UK Equity Income 6.09 % 21.54 % 46.01 % 148
Flexible Investment 5.98 % 26.19 % 41.63 % 115
Property 5.9 % 22.15 % 40.82 % 86
Mixed Investment 40-85% Shares 5.87 % 24.93 % 40.85 % 150
Global Equity Income 5.6 % 37.81 % 55.79 % 91
UK Index Linked Gilts 5.13 % 27.29 % 46.34 % 17
Europe Excluding UK 4.74 % 39.41 % 63.34 % 163
Asia Pacific Excluding Japan 4.71 % 48.08 % 63.32 % 104
UK Equity And Bond Income 4.06 % 20.22 % 38.28 % 13
Mixed Investment 20-60% Shares 3.19 % 17.34 % 29.45 % 181
UK Gilts 2.27 % 16.88 % 28.3 % 30
Mixed Investment 0-35% Shares 1.78 % 13.59 % 22.73 % 64
Global Emerging Markets 1.25 % 42.17 % 43.5 % 99
£ High Yield 1.13 % 14.13 % 25.51 % 65
£ Corporate Bond 0.8 % 15.1 % 27.81 % 150
£ Strategic Bond 0.58 % 11.48 % 23.28 % 121
Global Bonds 0.43 % 21.34 % 18.86 % 102
Money Market 0.22 % 0.73 % 1.28 % 8
Short Term Money Market 0.15 % 0.48 % 0.71 % 7
Volatility Managed N/A N/A N/A 126
Global Emerging Markets Bond -3.14 % 22.58 % 14.5 % 39
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 158.11 % 5.72 % -5.67 % 1
Sector Specialist: Tech Media & Telecomm 38.9 % 134.08 % 231.18 % 4
Japanese Smaller Companies 30.38 % 94 % 142.69 % 3
Sector Specialist: Small Media, Comms & IT Cos 27.06 % 78.23 % 129.02 % 1
Property Securities 25.48 % 60.82 % -99.15 % 1
VCT Specialist: Technology 23.3 % 22.47 % 17.31 % 4
Sector Specialist: Utilities 22.65 % -7.57 % 34.11 % 4
Japan 19.6 % 53.67 % 105.88 % 6
VCT AIM Quoted 18.6 % 52.43 % 107.64 % 8
Global 17.83 % 58.27 % 102.23 % 22
North American Smaller Companies 17.59 % 58.5 % 82.96 % 3
Country Specialists: Europe 16.14 % 79.12 % 18.7 % 1
UK Smaller Companies 15.46 % 51.04 % 104.89 % 21
Sector Specialist: Biotechnology & Healthcare 10.23 % 13.91 % 86.07 % 7
Sector Specialist: Financials 10.15 % 17.4 % 47.6 % 3
UK All Companies 9.78 % 20.44 % 55.5 % 16
Sector Specialist: Forestry & Timber 9.33 % 2.6 % -44.38 % 2
VCT Generalist 8.59 % 25.82 % 47.15 % 50
UK Equity & Bond Income 7.65 % 27.33 % 52.08 % 6
North America 7.17 % 52.16 % 64 % 8
Hedge Funds 6.75 % 14.64 % 19.54 % 12
Global Smaller Companies 6.01 % 4.54 % 73.88 % 4
UK Equity Income 5.73 % 21.68 % 47.28 % 28
Global Equity Income 5.35 % 49.11 % 62.33 % 7
Property Direct - Asia Pacific 4.77 % 29.34 % 67.96 % 5
Europe 4.48 % 33.9 % 77.87 % 8
Country Specialists: Asia Pacific 4.45 % 54.95 % 91.78 % 12
Sector Specialist: Debt 4.31 % 22.54 % 33.28 % 38
Global Emerging Markets 4.3 % 31.91 % 29.08 % 13
Asia Pacific - Excluding Japan 4 % 46.49 % 38.47 % 17
European Smaller Companies 3.87 % 58.66 % 117.04 % 4
Flexible Investment 3.34 % 24.62 % 29.92 % 26
European Emerging Markets 2.8 % 58.76 % 21.84 % 2
Asia Pacific - Including Japan 2.23 % 38.24 % 43.34 % 1
Property Specialist 0.38 % 25.32 % 50.84 % 17
Sector Specialist: Liquidity Funds 0.3 % 0.79 % 1.1 % 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
VCT Specialist: Healthcare & Biotechnology N/A -31.82 % -20.51 % 1
Sector Specialist: Commodities & Natural Resources -0.49 % 19.24 % -17.75 % 11
Global High Income -0.94 % 19.63 % 49.23 % 2
VCT Specialist: Environmental -2.24 % 8.37 % 21.31 % 11
Private Equity -2.4 % 18.94 % 24.1 % 32
Country Specialists: Other -2.41 % -7.21 % -56.87 % 4
Sector Specialist: Infrastructure -3.75 % 0.39 % 3.82 % 9
Latin America -4.86 % 31.56 % -0.04 % 2
Sector Specialist: Environmental -5.89 % 14.7 % 14.59 % 4
VCT Generalist Pre Qualifying -7.28 % N/A N/A 8
Property Direct - Europe -8.32 % -12.94 % -57.25 % 10
Country Specialists: Latin America -9.9 % 8.79 % -23.16 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Media, Leisure & Events -20.67 % -55.55 % -58.41 % 6
Sector Specialist -24.83 % -24.39 % -82.56 % 1
Sector Specialist: Insurance & Reinsurance Strategies -39.22 % -9.97 % 11.02 % 7

Data provided by Morningstar.

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