Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
North American Smaller Companies 24.8 % 77.91 % 100.62 % 19
Technology and Telecommunications 22.36 % 93 % 125.96 % 19
North America 20.76 % 74.92 % 107.75 % 124
Japanese Smaller Companies 16.62 % 98.88 % 113.84 % 8
Unclassified Sector 14 % 26.13 % 42.63 % 88
Japan 12.72 % 66.1 % 72.17 % 73
Global 12.25 % 59.21 % 68.78 % 272
UK Smaller Companies 12.03 % 48.41 % 79.83 % 74
Asia Pacific Including Japan 8.68 % 70.14 % 67.3 % 8
Global Equity Income 7.67 % 49.95 % 58.14 % 90
Specialist 7.43 % 7.84 % 32.65 % 179
European Smaller Companies 7.36 % 60.97 % 85.07 % 22
UK All Companies 7.1 % 32.12 % 42.72 % 322
Property 6.53 % 24.48 % 42.22 % 45
Europe Including UK 6.38 % 43.17 % 53.35 % 29
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 107
Mixed Investment 40-85% Shares 5.39 % 30.94 % 39.58 % 148
Flexible Investment 5.2 % 33.17 % 40.13 % 115
UK Equity Income 4.74 % 26.23 % 41.17 % 149
UK Equity And Bond Income 3.58 % 23.88 % 35.6 % 13
Europe Excluding UK 3.55 % 48.01 % 56.94 % 163
Mixed Investment 20-60% Shares 2.51 % 20.8 % 28.52 % 181
Asia Pacific Excluding Japan 1.61 % 62.28 % 57.01 % 104
£ High Yield 1.25 % 17.05 % 25.26 % 63
Mixed Investment 0-35% Shares 1.05 % 15.09 % 22.43 % 64
UK Index Linked Gilts 0.92 % 20.31 % 47.42 % 17
UK Gilts 0.74 % 10.52 % 28 % 30
China/Greater China 0.41 % 67.37 % 73.16 % 26
Global Bonds 0.4 % 20.38 % 21.64 % 104
Money Market 0.3 % 0.78 % 1.32 % 8
Short Term Money Market 0.22 % 0.52 % 0.77 % 7
£ Corporate Bond 0.19 % 13.37 % 27.78 % 144
UK Direct Property N/A N/A N/A 38
Volatility Managed N/A N/A N/A 134
£ Strategic Bond -0.08 % 11.54 % 22.86 % 121
Global Emerging Markets -4.02 % 55.69 % 36.44 % 99
Global Emerging Markets Bond -6.33 % 24.38 % 15.29 % 40
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Tech Media & Telecomm 37.11 % 152.78 % 97.95 % 4
North American Smaller Companies 35.65 % 91.31 % 89.42 % 3
Sector Specialist: Utilities 32.32 % 18.98 % 18.98 % 4
VCT Specialist: Technology 24.9 % 31.02 % 34.08 % 4
Japanese Smaller Companies 23.88 % 125.9 % 142.85 % 3
Sector Specialist: Small Media, Comms & IT Cos 22.17 % 94.24 % 110.94 % 1
Country Specialists: Other 22.06 % 6.51 % 36.69 % 4
VCT AIM Quoted 21.43 % 65.48 % 96.35 % 8
Japan 17.25 % 72.96 % 104.38 % 6
Global 17.19 % 73.43 % 89.63 % 22
Property Securities 17.19 % 63.22 % -99.17 % 1
Sector Specialist: Biotechnology & Healthcare 15.36 % 41.61 % 127.47 % 8
North America 14.75 % 72.76 % 72.38 % 7
Sector Specialist: Environmental 14.11 % 71.71 % 85.02 % 4
Sector Specialist: Forestry & Timber 14 % 39.4 % -35.41 % 2
UK Smaller Companies 12.72 % 21.23 % 49.59 % 21
Hedge Funds 10 % 21.46 % 28.9 % 12
Country Specialists: Europe 9.84 % 92.93 % 26.52 % 1
UK All Companies 9.14 % 28.09 % 52.47 % 15
VCT Generalist 8.07 % 23.42 % 45.35 % 49
Sector Specialist: Debt 6.85 % 23.13 % 23.1 % 39
Sector Specialist: Financials 6.22 % 112.91 % 34.69 % 4
Asia Pacific - Excluding Japan 5.97 % 63.72 % 34.95 % 18
UK Equity Income 5.97 % 25.21 % 38.71 % 28
Europe 5.49 % 47.08 % 70.53 % 8
Asia Pacific - Including Japan 3.62 % 54.14 % 46.29 % 1
Global Equity Income 2.81 % 49.64 % 49.87 % 7
Property Specialist 2.74 % 23.39 % 44.86 % 17
Flexible Investment 2.62 % 28.43 % 28.6 % 27
European Smaller Companies 2.07 % 70.08 % 103.6 % 4
Property Direct - Europe 2.05 % 29.03 % -8.18 % 10
UK Equity & Bond Income 1.91 % 28.16 % 53.44 % 6
Property Direct - Asia Pacific 1.27 % 30.52 % 63.08 % 5
Country Specialists: Asia Pacific 0.82 % 64.18 % 115.83 % 12
Sector Specialist: Infrastructure 0.73 % 5.48 % 12.2 % 9
Sector Specialist: Liquidity Funds 0.3 % 0.49 % 1.53 % 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 2
Sector Specialist: Leasing N/A N/A N/A 8
Private Equity -1.23 % 24.49 % 20.98 % 31
Global High Income -1.85 % 21.01 % 36.36 % 2
VCT Specialist: Healthcare & Biotechnology -2.17 % -29.13 % -36.62 % 1
Global Emerging Markets -3.32 % 48.98 % 19.53 % 13
Global Smaller Companies -6.21 % 5.76 % 24.15 % 4
VCT Generalist Pre Qualifying -6.81 % N/A N/A 8
European Emerging Markets -6.89 % 69.45 % 11.08 % 2
Sector Specialist: Commodities & Natural Resources -7.88 % 46.57 % -36.29 % 11
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Environmental -13.29 % -9.24 % -4.59 % 11
Latin America -14.77 % 15.83 % -27.49 % 2
Sector Specialist -20 % -28.26 % -86.25 % 1
Sector Specialist: Litigation -21.25 % -40.69 % -65 % 1
VCT Specialist: Media, Leisure & Events -21.78 % -56.28 % -57.17 % 6
Country Specialists: Latin America -25.6 % 42.43 % -28.16 % 1
Sector Specialist: Insurance & Reinsurance Strategies -40.9 % -29.21 % 6.41 % 6

Data provided by Morningstar.

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