Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 63
UK Gilts 10.42 % 15.87 % 27.34 % 38
Technology and Telecommunications 8.33 % 40.43 % 94.95 % 16
Specialist 7.43 % 7.84 % 32.65 % 190
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 108
Property 5.76 % 22.49 % 42.3 % 52
UK Index Linked Gilts 3.9 % 12.17 % 34.91 % 17
China/Greater China 2.91 % 21.3 % 50.97 % 24
Global Bonds 1.97 % 4.27 % 19.45 % 105
Money Market 0.61 % 1.3 % 1.86 % 4
Short Term Money Market 0.52 % 1.08 % 1.43 % 7
£ Corporate Bond 0.2 % 5.43 % 14.59 % 150
Volatility Managed N/A N/A N/A 183
Japan -1.56 % 3.76 % 34.04 % 73
UK Direct Property -1.7 % 7.86 % 13.58 % 48
North America -2.24 % 14.38 % 51.27 % 138
£ Strategic Bond -2.63 % 1.85 % 9.2 % 132
Global Emerging market Bond - Local Currency -2.96 % -6.8 % 11.15 % 12
Mixed Investment 0-35% Shares -3.61 % -0.66 % 7.62 % 61
Asia Pacific Including Japan -4.06 % 5.42 % 36.25 % 9
Global -4.71 % 6.55 % 32.37 % 304
Global Emerging market Bond - Hard Currency -5.15 % -2.71 % 18.95 % 14
Global Emerging Markets Bond -5.75 % -6.25 % 12.7 % 17
Mixed Investment 20-60% Shares -6.85 % -3.24 % 6.76 % 192
Mixed Investment 40-85% Shares -7.07 % -1.45 % 12.27 % 155
Japanese Smaller Companies -7.25 % 2.41 % 49.05 % 8
Flexible Investment -7.27 % -1.83 % 12.1 % 128
Europe Excluding UK -8.42 % -4.85 % 16.17 % 168
Europe Including UK -8.6 % -2.72 % 15.11 % 16
Global Equity Income -8.76 % -2.3 % 21.82 % 102
Asia Pacific Excluding Japan -9.06 % -0.15 % 24.67 % 113
£ High Yield -11.1 % -5.68 % 4.11 % 63
North American Smaller Companies -11.48 % 2.17 % 32.66 % 23
Global Emerging Markets -12.47 % -7.28 % 16.74 % 101
European Smaller Companies -14.27 % -9.69 % 20.26 % 19
UK Equity And Bond Income -17.4 % -14.38 % -3.8 % 11
UK Smaller Companies -18.67 % -9.1 % 16.14 % 81
UK All Companies -18.96 % -14.79 % -2.67 % 340
UK Equity Income -20.71 % -18.01 % -7.24 % 153
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
VCT Specialist: Healthcare & Biotechnology 274.72 % 274.72 % 274.72 % 1
VCT Specialist: Environmental 62.09 % 62.09 % 62.09 % 9
VCT Specialist: Technology 57.3 % 57.3 % 57.3 % 4
Sector Specialist: Biotechnology & Healthcare 32.27 % 49.22 % 69.24 % 9
Sector Specialist: Environmental 29.21 % 50.92 % 96.03 % 3
Sector Specialist: Insurance & Reinsurance Strategies 8.52 % 8.52 % 8.52 % 6
Sector Specialist: Infrastructure 4 % 4 % 4 % 7
Sector Specialist: Liquidity Funds 0.6 % 1.58 % 2.01 % 2
VCT Specialist: Media, Leisure & Events 0.24 % 0.24 % 0.24 % 2
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: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Sector Specialist: Leasing N/A N/A N/A 8
Sector Specialist: Forestry & Timber -0.63 % -0.63 % -0.63 % 1
Sector Specialist: Utilities -3.28 % 33.76 % 24.74 % 3
Hedge Funds -3.63 % 3.11 % 11.4 % 11
Technology & Media -3.64 % 44.44 % 122.01 % 4
Property - UK Residential -7.26 % -9.26 % 1.52 % 6
Country Specialists: Europe -8.59 % 12.31 % 77.19 % 1
Japan -8.81 % -0.78 % 24.62 % 6
Property - UK Commercial -10.9 % -10.68 % 7.75 % 19
Europe -11.05 % -3.2 % 13.49 % 8
Japanese Smaller Companies -12.05 % 14.92 % 67.14 % 5
Sector Specialist: Financials -12.1 % -1.73 % 49.57 % 5
Global -12.75 % 4.84 % 31.67 % 16
Global Equity Income -12.95 % -6.07 % 23.36 % 6
Asia Pacific Income -14.08 % -2.82 % 18.06 % 4
Property - UK Healthcare -15.54 % -0.43 % 16.82 % 2
North America -16.5 % -7.65 % 24.27 % 7
Debt - Loans & Bonds -17.39 % -16.63 % -6.62 % 15
Property Direct - Europe -17.52 % -13.4 % -4.82 % 9
Global Smaller Companies -17.99 % -6.95 % 27.69 % 5
Country Specialists: Asia Pacific -18.14 % -8.28 % 20.17 % 12
VCT AIM Quoted -18.17 % -17.56 % 3.27 % 8
Flexible Investment -18.3 % -14.27 % 0.52 % 28
UK Equity & Bond Income -18.36 % -10.41 % 7.9 % 3
Property - Debt -18.37 % -21.4 % -14.9 % 5
Property Securities -20.28 % 4.39 % 18.43 % 1
European Smaller Companies -21.14 % -14.52 % 17.29 % 4
Asia Pacific -21.75 % -8.71 % 15.81 % 9
North American Smaller Companies -22.43 % -9.45 % 15.89 % 2
UK Equity Income -22.94 % -17.24 % -7.77 % 29
UK Smaller Companies -22.94 % -17.68 % -7.26 % 26
Asia Pacific Smaller Companies -23.03 % -19.44 % -4.53 % 4
Global Emerging Markets -23.26 % -16.55 % 1.91 % 16
Global High Income -25.71 % -22.01 % -12.06 % 1
UK All Companies -26.64 % -21.12 % -8.92 % 12
European Emerging Markets -27.81 % -14.66 % 22.52 % 1
Sector Specialist: Commodities & Natural Resources -29.05 % -49.8 % -38.3 % 11
Latin America -31.15 % -26.93 % -26.9 % 2
Growth Capital -32.16 % -59.28 % -63.73 % 4
Property Direct - Asia Pacific -34.4 % -35.99 % -20.48 % 5
Country Specialists: Latin America -36.13 % -32.17 % -13.28 % 1
VCT Generalist -75.88 % -75.88 % -75.88 % 47
VCT Generalist Pre Qualifying -91.44 % -91.44 % N/A 5
Private Equity -99.23 % -99.23 % -99.23 % 25

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.