Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Technology and Telecommunications 21.77 % 65.36 % 121.59 % 17
China/Greater China 18.24 % 39.27 % 73.99 % 24
Asia Pacific Excluding Japan 15.16 % 30.85 % 57.85 % 112
Unclassified Sector 14 % 26.13 % 42.63 % 78
Global Emerging Markets 13.35 % 27.73 % 45.13 % 102
Asia Pacific Including Japan 13.17 % 32.76 % 72.13 % 9
North America 12.25 % 41.95 % 88.44 % 135
Europe Excluding UK 12.01 % 29.78 % 59.65 % 166
Global 12 % 34.47 % 65.81 % 300
Europe Including UK 11.9 % 30.44 % 54.8 % 17
Global Emerging Markets Bond 11.22 % 13.4 % 27.03 % 43
North American Smaller Companies 11.21 % 38.46 % 84.71 % 21
Global Equity Income 10.72 % 28.03 % 56.29 % 102
Japan 10.01 % 26.66 % 78.41 % 74
UK Gilts 8.58 % 11.44 % 27.14 % 30
Japanese Smaller Companies 8.5 % 34.44 % 111.66 % 8
Mixed Investment 40-85% Shares 8.49 % 20.62 % 38.19 % 154
UK All Companies 8.14 % 23.22 % 38.56 % 340
Flexible Investment 7.81 % 20.45 % 38 % 121
£ Corporate Bond 7.78 % 13.4 % 25.6 % 145
Specialist 7.43 % 7.84 % 32.65 % 189
UK Equity And Bond Income 7.13 % 17.29 % 31.58 % 11
UK Equity Income 7.1 % 18.82 % 34.14 % 149
European Smaller Companies 7.07 % 30.22 % 74.79 % 20
£ Strategic Bond 7.04 % 12.21 % 21.07 % 129
Global Bonds 6.74 % 8.74 % 24.88 % 102
Mixed Investment 20-60% Shares 6.6 % 14.31 % 26.78 % 191
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 110
UK Index Linked Gilts 6.29 % 10.26 % 41.42 % 17
£ High Yield 5.87 % 14.39 % 23.46 % 65
Mixed Investment 0-35% Shares 5.81 % 10.73 % 21.15 % 61
Property 5.76 % 22.49 % 42.3 % 53
UK Smaller Companies 3.45 % 35.34 % 62.21 % 79
Money Market 0.68 % 1.19 % 1.77 % 4
Short Term Money Market 0.56 % 0.94 % 1.28 % 7
Volatility Managed N/A N/A N/A 179
UK Direct Property -0.92 % 11.97 % 18.97 % 42
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
VCT Specialist: Healthcare & Biotechnology 274.72 % 274.72 % 274.72 % 1
Sector Specialist: Forestry & Timber 73.39 % 73.39 % 73.39 % 1
VCT Specialist: Environmental 60.58 % 60.58 % 60.58 % 9
VCT Specialist: Technology 55.47 % 55.47 % 55.47 % 4
Country Specialists: Europe 46.95 % 79.58 % 144.41 % 1
Property Direct - Asia Pacific 33.67 % 33.67 % 33.67 % 6
Sector Specialist: Biotechnology & Healthcare 29.82 % 56.41 % 103.22 % 9
European Emerging Markets 29.22 % 58.64 % 90.28 % 1
Sector Specialist: Utilities 26.67 % 67.55 % 46.84 % 3
Country Specialists: Latin America 18.77 % 34.14 % 22.23 % 1
Country Specialists: Asia Pacific 18.41 % 30.16 % 73.98 % 12
Property Securities 18.22 % 67.87 % 86.66 % 1
Sector Specialist: Insurance & Reinsurance Strategies 16.4 % 16.4 % 16.4 % 6
Global Equity Income 16.31 % 36.68 % 67.53 % 6
Latin America 15.91 % 33.67 % -0.66 % 2
Europe 13.97 % 41.52 % 64.97 % 8
Sector Specialist: Environmental 11.72 % 32.83 % 72.96 % 4
North America 11.66 % 30.44 % 64.05 % 7
Global 9.5 % 44.54 % 77.08 % 16
Japan 9.49 % 38.67 % 93.04 % 6
European Smaller Companies 9.36 % 43.06 % 98.78 % 4
Japanese Smaller Companies 8.51 % 57.66 % 136.4 % 4
Global Smaller Companies 8.29 % 17.86 % 63.57 % 6
Global Emerging Markets 7.57 % 21.38 % 29.3 % 16
UK Equity Income 7.36 % 24.47 % 31.44 % 30
North American Smaller Companies 6.85 % 46.81 % 85.73 % 2
UK All Companies 6.1 % 27.78 % 35.87 % 13
UK Equity & Bond Income 4.91 % 24.26 % 42.59 % 3
Sector Specialist: Financials 4.54 % 66.31 % 73.19 % 5
Sector Specialist: Infrastructure 4 % 4 % 4 % 7
Flexible Investment 3.52 % 15.19 % 29.9 % 28
Hedge Funds 3.5 % 19.85 % 25.19 % 11
UK Smaller Companies 2.75 % 29.76 % 33.64 % 25
Sector Specialist: Liquidity Funds 1.34 % 0.83 % 2.26 % 2
Property Direct - Europe 0.35 % 55.32 % 55.32 % 10
Global High Income 0.28 % 4.17 % 19.19 % 1
VCT Specialist: Media, Leisure & Events 0.24 % 0.24 % 0.24 % 2
Growth Capital N/A N/A N/A 4
Property - UK Commercial N/A N/A N/A 19
Debt - Loans & Bonds N/A N/A N/A 16
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 2
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 4
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
Sector Specialist: Commodities & Natural Resources -1.71 % -11.5 % -21.58 % 10
VCT AIM Quoted -15.83 % 14.97 % 31.31 % 8
VCT Generalist -74.15 % -74.15 % -74.15 % 46
VCT Generalist Pre Qualifying -90.79 % -90.79 % N/A 7
Private Equity -98.95 % -98.95 % -98.95 % 27

Data provided by Morningstar.

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