Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 80
Global Emerging Markets Bond 11.19 % 15.3 % 32.32 % 40
Technology and Telecommunications 10.44 % 74 % 140.17 % 19
North America 10.16 % 50.12 % 110.49 % 131
UK Index Linked Gilts 9.22 % 19.42 % 55.52 % 17
Global Equity Income 8.01 % 30.66 % 61.58 % 91
Specialist 7.43 % 7.84 % 32.65 % 187
Global Emerging Markets 6.87 % 34.59 % 52.35 % 99
Global Bonds 6.83 % 11.69 % 29.49 % 98
Global 6.75 % 40.67 % 74.08 % 293
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
Asia Pacific Excluding Japan 6.28 % 38.25 % 68.26 % 109
£ Corporate Bond 6.03 % 11.22 % 27.91 % 147
Property 5.76 % 22.49 % 42.3 % 47
UK Gilts 5.65 % 6.12 % 32.79 % 30
£ Strategic Bond 5.16 % 11.38 % 21.2 % 121
£ High Yield 4.53 % 15.07 % 20.34 % 59
North American Smaller Companies 4.14 % 48.92 % 106.13 % 19
Asia Pacific Including Japan 4.13 % 39.1 % 79.02 % 8
Mixed Investment 40-85% Shares 3.64 % 23.45 % 41.21 % 147
Mixed Investment 0-35% Shares 3.36 % 11.2 % 22.99 % 53
Mixed Investment 20-60% Shares 3.06 % 15.83 % 28.49 % 175
Flexible Investment 2.88 % 24.21 % 41.41 % 109
Europe Including UK 1.94 % 32.82 % 52.5 % 17
China/Greater China 1.36 % 50.77 % 90.1 % 24
UK Direct Property 0.82 % 17.62 % 24.29 % 38
UK Equity And Bond Income 0.79 % 17.73 % 31.28 % 11
Europe Excluding UK 0.79 % 33.08 % 55.91 % 163
Money Market 0.67 % 1.09 % 1.69 % 4
Short Term Money Market 0.55 % 0.82 % 1.14 % 7
Volatility Managed N/A N/A N/A 161
UK Equity Income -2.07 % 19.38 % 32.63 % 147
Japan -2.1 % 28.94 % 72.38 % 75
UK All Companies -2.23 % 25.31 % 36.72 % 336
European Smaller Companies -5.46 % 34.89 % 68.25 % 20
Japanese Smaller Companies -5.55 % 33.89 % 101.48 % 8
UK Smaller Companies -7.4 % 43.45 % 56.62 % 78
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Property Direct - Europe 52.15 % 52.15 % 52.15 % 10
Sector Specialist: Insurance & Reinsurance Strategies 51.53 % -85.24 % -72.97 % 6
Country Specialists: Europe 42.85 % 103.43 % 95.63 % 1
Country Specialists: Latin America 36.71 % 26.68 % 12 % 1
Latin America 30.58 % 49.05 % 4.44 % 2
European Emerging Markets 25.94 % 74.78 % 70.35 % 1
Sector Specialist: Utilities 24.56 % 46.33 % 46.33 % 3
Sector Specialist: Forestry & Timber 22.72 % 91.84 % -58.04 % 1
Global High Income 16.22 % 28.79 % 43.36 % 1
VCT Specialist: Healthcare & Biotechnology 15.12 % 6.81 % -17.77 % 1
Sector Specialist: Infrastructure 12.53 % -0.19 % 19.22 % 7
North America 9.67 % 45.09 % 77.94 % 7
Sector Specialist: Environmental 9.32 % 49.23 % 78.24 % 4
Global Smaller Companies 8.86 % 60.7 % 55.69 % 7
VCT Specialist: Environmental 8.57 % 33.06 % 50.93 % 9
Hedge Funds 8.55 % 26.21 % 34.6 % 11
Global Equity Income 7.36 % 40.54 % 62.2 % 6
Global Emerging Markets 7.2 % 33.59 % 48.56 % 16
Sector Specialist: Financials 6.01 % 208.85 % 80.4 % 5
Global 4.95 % 57.96 % 88 % 16
Country Specialists: Asia Pacific 4.29 % 30.73 % 93.56 % 13
VCT Generalist 3.9 % 22.37 % 37.46 % 49
Europe 3.84 % 46.17 % 63.7 % 8
Private Equity 2.92 % 20.66 % 21.78 % 27
North American Smaller Companies 2.28 % 54.28 % 80.51 % 2
Flexible Investment 1.43 % 21.49 % 31.78 % 28
Property Securities 1.2 % 58.96 % 71.78 % 1
European Smaller Companies 1.02 % 52.29 % 89.77 % 4
Sector Specialist: Liquidity Funds 0.67 % 1.66 % 1.84 % 2
Growth Capital N/A N/A N/A 4
Property - UK Commercial N/A N/A N/A 20
Debt - Loans & Bonds N/A N/A N/A 17
Technology & Media N/A N/A N/A 4
Debt - Direct Lending N/A N/A N/A 11
Debt - Structured Finance N/A N/A N/A 10
Property - UK Residential N/A N/A N/A 7
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 12
Asia Pacific Income N/A N/A N/A 5
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Asia Pacific N/A N/A N/A 11
Sector Specialist: Leasing N/A N/A N/A 8
Asia Pacific Smaller Companies N/A N/A N/A 3
UK Equity & Bond Income -0.45 % 30.83 % 39.46 % 3
Sector Specialist: Biotechnology & Healthcare -1.22 % 35.45 % 108.43 % 8
UK Equity Income -2.02 % 24.49 % 30.37 % 30
Japanese Smaller Companies -4.37 % 59.35 % 133.55 % 4
Japan -4.92 % 38.24 % 95.4 % 6
UK All Companies -7.81 % 26.66 % 28.63 % 13
VCT Generalist Pre Qualifying -8.49 % -14.68 % N/A 7
UK Smaller Companies -8.81 % 33.66 % 34.45 % 25
VCT Specialist: Technology -10.5 % -2.94 % 24.41 % 4
Property Direct - Asia Pacific -17.63 % 1.15 % -6.25 % 8
VCT AIM Quoted -23.03 % 21.58 % 26.16 % 8
Sector Specialist: Commodities & Natural Resources -25.58 % -11.86 % -40.75 % 11
VCT Specialist: Media, Leisure & Events -42.16 % -69.78 % -75.41 % 2

Data provided by Morningstar.

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