Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
China/Greater China 20.11 % 54.39 % 112.68 % 26
Technology and Telecommunications 18.58 % 79.16 % 143.12 % 19
Japanese Smaller Companies 17.06 % 91.09 % 137.91 % 8
UK Smaller Companies 16.05 % 50.74 % 103.71 % 74
North American Smaller Companies 16.01 % 61.22 % 107.83 % 17
Unclassified Sector 14 % 26.13 % 42.63 % 101
North America 11.03 % 58.25 % 106.49 % 122
Asia Pacific Including Japan 9.34 % 56.42 % 81.12 % 8
Japan 8.87 % 53.61 % 80.9 % 73
European Smaller Companies 8.02 % 58.96 % 101.77 % 22
Global 7.88 % 45.37 % 74.61 % 272
UK All Companies 7.55 % 27.25 % 59.35 % 323
Specialist 7.43 % 7.84 % 32.65 % 180
Asia Pacific Excluding Japan 7.26 % 49.34 % 73.26 % 104
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
Flexible Investment 4.44 % 26.35 % 46.43 % 115
UK Equity Income 4.31 % 23.4 % 56.22 % 148
Mixed Investment 40-85% Shares 4.04 % 25.15 % 45.36 % 148
Global Emerging Markets 3.44 % 41.85 % 50.49 % 99
Property 3.24 % 22.74 % 45 % 86
Europe Including UK 2.6 % 34.54 % 63.47 % 29
UK Equity And Bond Income 2.41 % 21.04 % 45.08 % 13
Mixed Investment 20-60% Shares 1.79 % 17.4 % 31.85 % 181
Global Equity Income 1.53 % 37.02 % 60.98 % 91
Europe Excluding UK 1.46 % 40.96 % 68.37 % 160
£ High Yield 1.27 % 14.46 % 26.83 % 65
Mixed Investment 0-35% Shares 0.7 % 13.6 % 24.04 % 64
£ Strategic Bond 0.26 % 11.55 % 23.91 % 120
Money Market 0.21 % 0.73 % 1.29 % 8
Short Term Money Market 0.13 % 0.47 % 0.7 % 7
Volatility Managed N/A N/A N/A 120
£ Corporate Bond -0.08 % 14.79 % 28.33 % 150
UK Gilts -0.35 % 15.62 % 27.41 % 30
UK Index Linked Gilts -0.84 % 25.17 % 42.95 % 17
Global Bonds -1.55 % 20.07 % 19.57 % 100
Global Emerging Markets Bond -6.28 % 20.72 % 15.18 % 39
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 144.22 % 2.82 % 6.93 % 1
Sector Specialist: Tech Media & Telecomm 38.39 % 135.5 % 131.36 % 3
Sector Specialist: Small Media, Comms & IT Cos 35.74 % 84.39 % 144.95 % 1
Japanese Smaller Companies 27.8 % 105.68 % 169.93 % 3
Property Securities 26.04 % 62.94 % -99.16 % 1
Sector Specialist: Utilities 23.64 % 11.32 % 11.33 % 4
VCT AIM Quoted 23 % 61.63 % 101.98 % 8
VCT Specialist: Technology 21.84 % 47.24 % 18.93 % 4
Country Specialists: Europe 18.06 % 70.78 % 37.67 % 1
Japan 17.36 % 60.53 % 138.12 % 6
Global 17.02 % 56.57 % 99.47 % 22
North American Smaller Companies 16.28 % 65 % 91.07 % 3
UK Smaller Companies 13.55 % 21.37 % 76.9 % 21
Sector Specialist: Environmental 11.91 % 51.55 % 90.79 % 4
Property Direct - Asia Pacific 11.85 % 42.37 % 81.31 % 5
UK All Companies 11.29 % 26.94 % 74.18 % 16
VCT Specialist: Environmental 11.1 % 23.56 % 46.37 % 12
Country Specialists: Other 9.89 % 9.78 % 38.19 % 4
Sector Specialist: Commodities & Natural Resources 8.86 % 28.16 % -28.13 % 11
Sector Specialist: Biotechnology & Healthcare 8.34 % 27.42 % 136.15 % 7
Country Specialists: Asia Pacific 8.01 % 65.89 % 130.76 % 11
North America 6.82 % 51.84 % 67.31 % 8
Property Direct - Europe 6.79 % -4.54 % -48.87 % 9
UK Equity Income 6.34 % 23.59 % 60.07 % 28
Asia Pacific - Excluding Japan 6.03 % 48.19 % 48.54 % 17
VCT Generalist 6.01 % 23.86 % 42.9 % 49
Hedge Funds 5.94 % 17.99 % 22.61 % 12
UK Equity & Bond Income 5.53 % 31.72 % 72.01 % 6
European Smaller Companies 5.41 % 68.16 % 139.18 % 4
Global Emerging Markets 4.23 % 36.58 % 32.84 % 13
Sector Specialist: Debt 3.88 % 18.67 % 24.26 % 39
Global Equity Income 3.56 % 42.8 % 63.69 % 7
VCT Specialist: Healthcare & Biotechnology 3.11 % -30.75 % -33.75 % 1
Flexible Investment 2.51 % 23.08 % 30.81 % 26
Asia Pacific - Including Japan 2.46 % 34.14 % 60.94 % 1
European Emerging Markets 1.57 % 58.33 % 31.48 % 2
Sector Specialist: Forestry & Timber 1.48 % 4.03 % -46.81 % 2
Europe 1.04 % 38.73 % 88.5 % 8
Sector Specialist: Liquidity Funds 0.3 % 1.17 % 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
Sector Specialist: Financials -0.16 % 66.59 % N/A 3
Property Specialist -0.4 % 26.06 % 47.22 % 16
VCT Specialist: Environmental Pre Qualifying -3 % N/A N/A 1
Global Smaller Companies -3.71 % 54.8 % 35.31 % 4
Private Equity -4.66 % 17.83 % 23.38 % 33
Global High Income -4.69 % 15.28 % 38.34 % 2
Sector Specialist: Infrastructure -5.17 % -1.84 % 3.71 % 9
VCT Generalist Pre Qualifying -6.06 % -1.19 % N/A 8
Latin America -8.8 % -8.93 % -26.64 % 2
Sector Specialist -11.43 % -22.55 % -80.49 % 1
Country Specialists: Latin America -11.53 % 8.49 % -23.29 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Media, Leisure & Events -24.73 % -54.61 % -59.05 % 6
Sector Specialist: Insurance & Reinsurance Strategies -45.74 % -16.17 % 2.83 % 7

Data provided by Morningstar.

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