Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
China/Greater China 25.19 % 43.2 % 92.02 % 26
Japanese Smaller Companies 24.57 % 86.75 % 125.09 % 8
Technology and Telecommunications 17.49 % 69.89 % 125.79 % 19
Japan 15.06 % 48.74 % 71.23 % 73
North American Smaller Companies 14.95 % 53.04 % 92.51 % 17
Asia Pacific Including Japan 14.82 % 49.05 % 66.09 % 8
Unclassified Sector 14 % 26.13 % 42.63 % 100
UK Smaller Companies 13.72 % 49.66 % 98.39 % 74
Asia Pacific Excluding Japan 12.59 % 42.08 % 56.73 % 104
North America 12 % 50.79 % 92.69 % 122
European Smaller Companies 10.46 % 52.28 % 96.19 % 22
Global 9.95 % 39.08 % 63.81 % 272
Global Emerging Markets 8.98 % 36.24 % 35.97 % 98
UK All Companies 7.79 % 23.94 % 51.83 % 325
Specialist 7.43 % 7.84 % 32.65 % 180
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
Flexible Investment 6.16 % 22.67 % 39.12 % 117
Mixed Investment 40-85% Shares 5.47 % 21.8 % 38.94 % 148
Europe Including UK 5.23 % 29.68 % 56.68 % 29
UK Equity Income 5.04 % 20.49 % 49.44 % 146
Europe Excluding UK 5.03 % 35.64 % 62.22 % 160
Property 4.83 % 19.4 % 36.73 % 86
Global Equity Income 4.39 % 31.53 % 51.32 % 91
UK Equity And Bond Income 3.09 % 18.12 % 38.67 % 13
Mixed Investment 20-60% Shares 2.85 % 15.11 % 27.37 % 182
£ High Yield 1.6 % 13.11 % 23.73 % 65
Mixed Investment 0-35% Shares 1.36 % 11.69 % 20.13 % 64
£ Strategic Bond 0.61 % 10.19 % 20.34 % 119
Money Market 0.18 % 0.71 % 1.26 % 8
Short Term Money Market 0.12 % 0.46 % 0.67 % 6
£ Corporate Bond 0.04 % 12.65 % 23.4 % 150
Volatility Managed N/A N/A N/A 120
Global Bonds -0.17 % 17.46 % 13.4 % 100
UK Gilts -1.18 % 13.38 % 23.73 % 30
Global Emerging Markets Bond -2.24 % 18.51 % 7 % 39
UK Index Linked Gilts -4.99 % 21.66 % 36.36 % 17
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 105.94 % -26.14 % -1.27 % 1
Japanese Smaller Companies 47.05 % 103.53 % 155.56 % 4
Sector Specialist: Tech Media & Telecomm 32.71 % 119.75 % 118.75 % 3
Sector Specialist: Small Media, Comms & IT Cos 31.82 % 83.54 % 141.22 % 1
North American Smaller Companies 24.03 % 64.07 % 81.34 % 3
Japan 22.69 % 55.45 % 121.43 % 5
Property Securities 22.06 % 49.41 % -99.2 % 1
Sector Specialist: Utilities 21.54 % 11.13 % 11.13 % 4
VCT AIM Quoted 19.11 % 60.49 % 98.92 % 8
Global 17.27 % 51.44 % 87.86 % 22
VCT Specialist: Technology 15.95 % 59.16 % 47.15 % 4
Country Specialists: Asia Pacific 14.92 % 55.23 % 113.1 % 11
Sector Specialist: Environmental 14.07 % 49.16 % 86.08 % 4
VCT Specialist: Environmental 13.35 % 25 % 50.39 % 12
Country Specialists: Europe 12.89 % 57.43 % 24.41 % 1
VCT Specialist: Healthcare & Biotechnology 11.56 % -21.56 % -24.17 % 1
UK All Companies 10.2 % 27.17 % 67.99 % 16
Property Direct - Asia Pacific 10.11 % 35.79 % 75.73 % 5
Asia Pacific - Excluding Japan 9.92 % 41.18 % 33.59 % 18
Asia Pacific - Including Japan 9.87 % 34.8 % 47.88 % 1
Property Direct - Europe 9.24 % -21.19 % -48.99 % 9
European Smaller Companies 9.11 % 60.59 % 132.23 % 4
Global Emerging Markets 9.06 % 34.52 % 23.65 % 13
Sector Specialist: Biotechnology & Healthcare 8.73 % 22.28 % 106.8 % 7
North America 8.68 % 47.35 % 59.26 % 8
UK Equity Income 6.88 % 21.78 % 52.34 % 28
Sector Specialist: Financials 6.44 % 75.17 % N/A 3
UK Equity & Bond Income 6.27 % 31.13 % 68.77 % 6
UK Smaller Companies 5.66 % 22.54 % 69.69 % 21
VCT Generalist 5.54 % 23.74 % 43.15 % 49
Europe 5.23 % 34 % 82.58 % 8
Global Equity Income 5.19 % 39.81 % 53.11 % 7
Sector Specialist: Debt 4.35 % 17.19 % 23.38 % 39
European Emerging Markets 4.23 % 44.87 % 22 % 2
Flexible Investment 3.91 % 21.84 % 26.5 % 26
Sector Specialist: Commodities & Natural Resources 2.93 % 17.81 % -34.17 % 11
Hedge Funds 2.69 % 13.43 % 14.97 % 12
Latin America 2.14 % -5 % -36.29 % 2
Sector Specialist: Liquidity Funds 0.3 % 1.35 % 1.22 % 2
Property Specialist 0.06 % 22.04 % 46.45 % 16
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 7
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Sector Specialist: Leasing N/A N/A N/A 8
Global High Income -0.09 % 17.8 % 39.05 % 2
Country Specialists: Other -0.56 % -0.54 % 35.01 % 4
Private Equity -1.5 % 18.77 % 20.33 % 34
Global Smaller Companies -2.56 % 53.95 % 33.5 % 4
VCT Specialist: Environmental Pre Qualifying -3 % N/A N/A 1
Sector Specialist: Forestry & Timber -3.28 % -7.29 % -46.25 % 2
Country Specialists: Latin America -4.59 % 6.88 % -32.66 % 1
VCT Generalist Pre Qualifying -5.27 % -10.67 % N/A 8
Sector Specialist: Infrastructure -7.4 % -1.28 % 7.76 % 9
Sector Specialist -11.27 % -18.66 % -82.38 % 2
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
VCT Specialist: Media, Leisure & Events -18.28 % -50.33 % -55.12 % 6
Sector Specialist: Insurance & Reinsurance Strategies -44.99 % -20.24 % -2.47 % 7

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.