Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Technology and Telecommunications 19.76 % 78.18 % 133.21 % 19
North American Smaller Companies 18.21 % 63.71 % 94.92 % 19
UK Smaller Companies 15.54 % 49.11 % 93.87 % 74
Japanese Smaller Companies 15.17 % 83.67 % 113.99 % 8
North America 14.33 % 58.8 % 98.62 % 122
Unclassified Sector 14 % 26.13 % 42.63 % 97
China/Greater China 10.92 % 53 % 94.3 % 26
Global 9.74 % 45.49 % 68.02 % 272
Japan 9.28 % 47.65 % 63.55 % 73
European Smaller Companies 8.38 % 55.64 % 92.77 % 22
UK All Companies 7.94 % 25.77 % 48.46 % 325
Asia Pacific Including Japan 7.73 % 53.06 % 67.87 % 8
Specialist 7.43 % 7.84 % 32.65 % 179
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 108
Flexible Investment 5.38 % 25.84 % 41.53 % 115
Property 5.24 % 22.13 % 40.92 % 86
Europe Including UK 5.21 % 33.33 % 57.76 % 29
Mixed Investment 40-85% Shares 5.21 % 24.55 % 40.67 % 150
UK Index Linked Gilts 5.07 % 27.43 % 47.03 % 17
UK Equity Income 4.86 % 21.03 % 45.65 % 148
Global Equity Income 4.49 % 37.54 % 55.66 % 91
Asia Pacific Excluding Japan 4.04 % 48.05 % 63.37 % 104
Europe Excluding UK 3.29 % 38.11 % 62.79 % 163
UK Equity And Bond Income 3.13 % 20.03 % 38.1 % 13
Mixed Investment 20-60% Shares 2.8 % 17.09 % 29.37 % 181
UK Gilts 2.42 % 17.08 % 28.61 % 30
Mixed Investment 0-35% Shares 1.53 % 13.46 % 22.73 % 64
£ High Yield 0.95 % 14.07 % 25.5 % 65
£ Corporate Bond 0.79 % 15.06 % 27.91 % 150
Global Emerging Markets 0.52 % 42.57 % 43.37 % 99
£ Strategic Bond 0.5 % 11.43 % 23.31 % 121
Money Market 0.22 % 0.73 % 1.28 % 8
Short Term Money Market 0.15 % 0.48 % 0.71 % 7
Volatility Managed N/A N/A N/A 126
Global Bonds -0.21 % 21.03 % 18.76 % 102
Global Emerging Markets Bond -3.81 % 22.4 % 14.26 % 39
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 183.56 % 5.72 % -5.67 % 1
Sector Specialist: Tech Media & Telecomm 37.37 % 133.18 % 112.49 % 4
Japanese Smaller Companies 29.44 % 102.36 % 149.94 % 3
Sector Specialist: Utilities 29.07 % 17.47 % 17.47 % 4
Property Securities 25.69 % 61 % -99.15 % 1
Sector Specialist: Small Media, Comms & IT Cos 24.76 % 77.87 % 129.02 % 1
VCT AIM Quoted 23.37 % 62.07 % 104.42 % 8
VCT Specialist: Technology 23.3 % 22.47 % 17.31 % 4
North American Smaller Companies 21.11 % 67.35 % 70.43 % 3
Global 17.96 % 56.44 % 90.06 % 22
Japan 17.73 % 49.46 % 105.62 % 6
UK Smaller Companies 16.74 % 20.03 % 65.71 % 21
Country Specialists: Europe 15.96 % 77.9 % 31.43 % 1
UK All Companies 12.66 % 26.61 % 64.9 % 16
Sector Specialist: Biotechnology & Healthcare 10.59 % 23.23 % 118.85 % 7
Country Specialists: Other 9.74 % 8.18 % 40.16 % 4
Sector Specialist: Environmental 9.59 % 56.52 % 81.11 % 4
North America 8.99 % 53.39 % 60.05 % 8
Sector Specialist: Forestry & Timber 8.69 % 1.97 % -44.62 % 2
Hedge Funds 8.57 % 19.37 % 23.13 % 12
VCT Generalist 8.55 % 25.93 % 47.15 % 50
UK Equity Income 7.81 % 20.76 % 46.94 % 28
Sector Specialist: Debt 5.89 % 21.67 % 25.12 % 38
UK Equity & Bond Income 5.77 % 31 % 67.96 % 6
Country Specialists: Asia Pacific 4.49 % 50.92 % 118.21 % 12
Europe 4.43 % 35.2 % 79.65 % 8
Global Equity Income 4.22 % 44 % 50.79 % 7
Asia Pacific - Excluding Japan 3.86 % 46.83 % 38.5 % 17
Property Direct - Asia Pacific 3.84 % 28.68 % 67.04 % 5
European Smaller Companies 3.67 % 59.33 % 120.03 % 4
Global Emerging Markets 3.62 % 37.69 % 26.07 % 13
Flexible Investment 3.08 % 24.1 % 29.78 % 26
European Emerging Markets 2.88 % 60.93 % 22.53 % 2
Asia Pacific - Including Japan 2.47 % 38.14 % 48.26 % 1
Sector Specialist: Financials 0.65 % 63.6 % 121.85 % 3
Property Specialist 0.36 % 25.43 % 51.84 % 17
Sector Specialist: Liquidity Funds 0.3 % 0.79 % 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
VCT Specialist: Healthcare & Biotechnology N/A -31.82 % -20.51 % 1
Global High Income -0.64 % 20.65 % 41.87 % 2
VCT Specialist: Environmental -1.77 % 8.93 % 22.15 % 11
Private Equity -2.25 % 18.84 % 24.12 % 32
Sector Specialist: Commodities & Natural Resources -2.69 % 29.83 % -30.96 % 11
Sector Specialist: Infrastructure -3.08 % 0.67 % 4.61 % 9
Latin America -5.63 % 1.59 % -23.51 % 2
Global Smaller Companies -6.2 % 50.61 % 30.91 % 4
VCT Generalist Pre Qualifying -7.28 % N/A N/A 8
Property Direct - Europe -9.53 % -13.73 % -58.43 % 10
Country Specialists: Latin America -9.9 % 9.83 % -23.16 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Media, Leisure & Events -20.67 % -55.55 % -58.41 % 6
Sector Specialist -22.22 % -25.53 % -83.2 % 1
Sector Specialist: Insurance & Reinsurance Strategies -39.94 % -11.11 % 10.18 % 7

Data provided by Morningstar.

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