Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Technology and Telecommunications 29.44 % 68.16 % 135.21 % 18
UK Smaller Companies 20.92 % 35.5 % 74.13 % 81
North America 20.23 % 39.33 % 92.29 % 140
Global 17.07 % 30.98 % 67.73 % 302
Europe Including UK 15.97 % 25.96 % 50.34 % 16
Europe Excluding UK 15.81 % 23.72 % 53.92 % 168
China/Greater China 15.54 % 34.93 % 73.11 % 24
North American Smaller Companies 15.39 % 32.17 % 86.09 % 23
Unclassified Sector 14 % 26.13 % 42.63 % 67
Global Equity Income 13.97 % 22.92 % 55.73 % 101
European Smaller Companies 13.78 % 24.19 % 67.98 % 20
UK All Companies 13.35 % 19.64 % 36.65 % 333
Mixed Investment 40-85% Shares 11.5 % 18.75 % 37.26 % 156
Flexible Investment 10.95 % 18.09 % 37.33 % 128
Asia Pacific Excluding Japan 10.81 % 23.29 % 56.24 % 113
Asia Pacific Including Japan 10.72 % 23.92 % 67.02 % 9
UK Equity Income 10.7 % 15.32 % 30.64 % 154
Global Emerging Markets 9.72 % 18.49 % 47.6 % 101
£ Corporate Bond 9.69 % 14.75 % 24.95 % 149
Global Emerging Markets Bond 9.42 % 11.14 % 33.47 % 17
UK Equity And Bond Income 9.22 % 13.65 % 28.56 % 11
UK Index Linked Gilts 8.88 % 13.66 % 42.93 % 17
£ Strategic Bond 8.81 % 13.02 % 21.64 % 131
Mixed Investment 20-60% Shares 8.74 % 13.22 % 26.18 % 192
UK Gilts 8.68 % 13.37 % 25.81 % 37
£ High Yield 8.62 % 13.76 % 26.4 % 63
Japan 7.52 % 13.62 % 59.73 % 73
Specialist 7.43 % 7.84 % 32.65 % 194
Mixed Investment 0-35% Shares 7.17 % 10.43 % 20.68 % 61
Global Bonds 6.43 % 8.93 % 26.45 % 105
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 108
Property 5.76 % 22.49 % 42.3 % 52
Japanese Smaller Companies 4.96 % 17.05 % 84.73 % 8
Money Market 0.68 % 1.31 % 1.88 % 4
Short Term Money Market 0.46 % 1.03 % 1.38 % 7
Volatility Managed N/A N/A N/A 182
UK Direct Property -0.6 % 9.43 % 15.47 % 48
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
VCT Specialist: Healthcare & Biotechnology 274.72 % 274.72 % 274.72 % 1
Sector Specialist: Environmental 92.97 % 122.58 % 199.12 % 4
VCT Specialist: Environmental 65.11 % 65.11 % 65.11 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Biotechnology & Healthcare 56.33 % 82.82 % 122.07 % 9
Country Specialists: Europe 50.86 % 68.19 % 191.71 % 1
Property Securities 29.79 % 82.06 % 97.56 % 1
European Emerging Markets 27.14 % 45.84 % 112.94 % 1
Sector Specialist: Forestry & Timber 26.79 % 26.79 % 26.79 % 1
Sector Specialist: Utilities 22.99 % 60.63 % 60.22 % 3
Europe 22.11 % 37.94 % 65.38 % 8
North American Smaller Companies 19.48 % 32.47 % 93.91 % 2
European Smaller Companies 19.24 % 36.37 % 95.27 % 4
UK All Companies 18.81 % 30.81 % 50.5 % 12
North America 18.49 % 26.46 % 77.46 % 7
Global Equity Income 17.11 % 28.3 % 69.4 % 6
UK Smaller Companies 14.59 % 21.25 % 39.66 % 26
UK Equity Income 13.68 % 22.62 % 36.3 % 29
Sector Specialist: Insurance & Reinsurance Strategies 12.95 % 12.95 % 12.95 % 6
Country Specialists: Asia Pacific 12.57 % 25.49 % 60.21 % 12
Country Specialists: Latin America 12.32 % 18.62 % 47.38 % 1
Global 12.2 % 37.24 % 77.06 % 16
Japan 10.99 % 22.76 % 74.63 % 6
Global Smaller Companies 10.5 % 24 % 84.25 % 5
UK Equity & Bond Income 9.78 % 21.05 % 50.16 % 3
Latin America 7.36 % 18.26 % 17.43 % 2
Sector Specialist: Commodities & Natural Resources 7.34 % -32.44 % -10.39 % 11
Japanese Smaller Companies 6.32 % 39.47 % 131.2 % 4
Flexible Investment 5.25 % 12.02 % 30.89 % 28
Sector Specialist: Infrastructure 5 % 5 % 5 % 7
VCT AIM Quoted 4.6 % 8.37 % 35.84 % 8
Global High Income 4.05 % 7.79 % 22.08 % 1
Hedge Funds 3.51 % 12.1 % 23.15 % 11
Sector Specialist: Financials 2.87 % 2.7 % 91.26 % 5
Sector Specialist: Liquidity Funds 2.08 % 3.15 % 3.34 % 2
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 15
Technology & Media N/A N/A N/A 4
Debt - Direct Lending N/A N/A N/A 12
Debt - Structured Finance N/A N/A N/A 9
Property - UK Residential N/A N/A N/A 6
Royalties N/A N/A N/A 1
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 4
Property Direct - Europe -0.77 % 1.86 % 3.48 % 9
Global Emerging Markets -3.19 % 9.15 % 31.03 % 16
Property Direct - Asia Pacific -23.6 % -21.72 % 0.17 % 5
VCT Generalist -74.03 % -74.03 % -74.03 % 46
VCT Generalist Pre Qualifying -91.03 % -91.03 % N/A 6
Private Equity -98.95 % -98.95 % -98.95 % 25

Data provided by Morningstar.

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