Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 88
North America 9.65 % 62.24 % 96.94 % 124
North American Smaller Companies 8.95 % 64.48 % 82.42 % 18
Specialist 7.43 % 7.84 % 32.65 % 178
Technology and Telecommunications 7.27 % 73.04 % 107.25 % 19
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 109
Property 5.76 % 22.49 % 42.3 % 45
Japanese Smaller Companies 4.95 % 80.06 % 98.72 % 8
Global 1.73 % 45.76 % 58.43 % 272
Japan 1.13 % 52.37 % 63.89 % 73
Money Market 0.36 % 0.83 % 1.36 % 8
Short Term Money Market 0.27 % 0.55 % 0.81 % 7
UK Direct Property N/A N/A N/A 38
Volatility Managed N/A N/A N/A 134
£ High Yield -0.08 % 16.61 % 23.05 % 59
UK Index Linked Gilts -0.08 % 23.69 % 44.26 % 16
UK Gilts -0.56 % 10.36 % 25.55 % 30
£ Corporate Bond -0.68 % 13.4 % 24.95 % 141
UK Smaller Companies -0.7 % 36.86 % 62.41 % 74
Global Equity Income -0.94 % 38.16 % 49.92 % 90
£ Strategic Bond -1.07 % 11.2 % 20.57 % 117
Mixed Investment 40-85% Shares -1.31 % 23.61 % 33.74 % 148
Flexible Investment -1.54 % 25.77 % 34.62 % 115
Mixed Investment 0-35% Shares -1.56 % 12.56 % 19.68 % 62
Global Bonds -1.71 % 18.78 % 20.12 % 97
Mixed Investment 20-60% Shares -1.72 % 16.44 % 24.7 % 181
UK Equity And Bond Income -2.84 % 16.98 % 28.96 % 13
UK All Companies -3.75 % 20.73 % 31.56 % 320
Asia Pacific Including Japan -3.88 % 50.47 % 54.96 % 8
UK Equity Income -4.2 % 16.63 % 31.93 % 147
Europe Including UK -4.7 % 29.77 % 40.39 % 23
Global Emerging Markets Bond -6.58 % 23.19 % 15.9 % 40
European Smaller Companies -6.59 % 43.36 % 64.14 % 20
Europe Excluding UK -7.93 % 33 % 42.52 % 163
Asia Pacific Excluding Japan -9.35 % 41.86 % 43.47 % 104
Global Emerging Markets -11.91 % 39.44 % 27.68 % 99
China/Greater China -12.73 % 41.2 % 54.53 % 24
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
VCT Specialist: Technology 29.42 % 35.82 % 26.73 % 4
Sector Specialist: Utilities 18.07 % 14.92 % 14.92 % 3
Sector Specialist: Tech Media & Telecomm 17.07 % 132.82 % 71.72 % 4
Country Specialists: Other 16.45 % 4.19 % 40.82 % 4
North American Smaller Companies 16.29 % 71.82 % 76.74 % 3
Sector Specialist: Forestry & Timber 14.06 % 41.86 % -35.12 % 2
Japanese Smaller Companies 9.85 % 103.57 % 129.9 % 3
Country Specialists: Europe 8.45 % 94.12 % 31.29 % 1
VCT AIM Quoted 7.92 % 51.68 % 74.27 % 8
Property Securities 7.85 % 49.82 % -99.22 % 1
Hedge Funds 6.98 % 21.75 % 28.6 % 12
Sector Specialist 6.25 % -10.11 % -83.62 % 1
Japan 5.42 % 59.95 % 92.26 % 6
Global 5.3 % 60.17 % 78.03 % 22
North America 5.23 % 61.58 % 63.35 % 7
VCT Generalist 4.96 % 27.25 % 48.99 % 49
Sector Specialist: Debt 4.39 % 21.2 % 21.45 % 40
Sector Specialist: Infrastructure 3.76 % 6.07 % 12.84 % 8
VCT Specialist: Environmental 3.52 % 30.4 % 65.57 % 9
Sector Specialist: Small Media, Comms & IT Cos 3.09 % 69.01 % 82.23 % 1
Sector Specialist: Environmental 3.07 % 59.38 % 71.38 % 4
Sector Specialist: Biotechnology & Healthcare 2.59 % 45.41 % 112.74 % 8
Property Specialist 1.04 % 19.57 % 45.89 % 18
VCT Generalist Pre Qualifying 0.52 % N/A N/A 8
UK Smaller Companies 0.33 % 11.19 % 35.31 % 20
Sector Specialist: Liquidity Funds 0.05 % 0.37 % 1.28 % 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 9
UK All Companies -0.6 % 20.71 % 41.86 % 15
Flexible Investment -1.63 % 23.87 % 26.76 % 27
UK Equity & Bond Income -2.38 % 24.11 % 47.87 % 6
UK Equity Income -2.59 % 16.22 % 30.82 % 27
Property Direct - Europe -3.2 % 28.52 % -8.28 % 10
VCT Specialist: Healthcare & Biotechnology -3.37 % -30.65 % -36.76 % 1
Sector Specialist: Financials -3.89 % 92.9 % 26.4 % 5
Property Direct - Asia Pacific -4.12 % 25.54 % 57.99 % 5
Europe -5.4 % 33.79 % 56.39 % 8
Global Equity Income -5.49 % 40.46 % 40.45 % 7
Global High Income -5.54 % 16.63 % 34.39 % 2
European Emerging Markets -7.23 % 55.74 % 14.29 % 2
Asia Pacific - Including Japan -8.03 % 37.99 % 36.79 % 1
Private Equity -8.2 % 15.48 % 16.14 % 31
Global Smaller Companies -8.61 % 4.14 % 26.91 % 5
Asia Pacific - Excluding Japan -8.88 % 39.59 % 19.51 % 18
Latin America -9.54 % 26 % -21.17 % 2
Country Specialists: Asia Pacific -9.91 % 45.88 % 96.08 % 12
Global Emerging Markets -11.28 % 37.68 % 12.32 % 14
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
European Smaller Companies -12.5 % 49.87 % 80.19 % 4
Sector Specialist: Commodities & Natural Resources -17.68 % 27.28 % -40.34 % 11
Country Specialists: Latin America -19.23 % 62.49 % -20.47 % 1
VCT Specialist: Media, Leisure & Events -21.72 % -56.79 % -57.66 % 6
Sector Specialist: Litigation -40.78 % -44.23 % -67.46 % 1
Sector Specialist: Insurance & Reinsurance Strategies -46.31 % -38.72 % -10.55 % 6

Data provided by Morningstar.

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