Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
China/Greater China 25.13 % 56.43 % 110.55 % 26
Technology and Telecommunications 20.64 % 79.28 % 140.5 % 19
Japanese Smaller Companies 20.36 % 92.75 % 133 % 8
UK Smaller Companies 17.22 % 51.23 % 102.65 % 74
North American Smaller Companies 16.41 % 60.86 % 104.4 % 17
Unclassified Sector 14 % 26.13 % 42.63 % 101
North America 12.41 % 58.84 % 104.82 % 122
Asia Pacific Including Japan 11.64 % 58.04 % 78.6 % 8
Japan 11.49 % 55.4 % 79.87 % 73
Asia Pacific Excluding Japan 9.81 % 50.68 % 70.27 % 104
European Smaller Companies 9.7 % 60.36 % 98.02 % 22
Global 9.42 % 46.19 % 72.64 % 272
UK All Companies 8.11 % 27.74 % 55.34 % 323
Specialist 7.43 % 7.84 % 32.65 % 180
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
Global Emerging Markets 6.02 % 43.35 % 47.59 % 99
Flexible Investment 5.49 % 26.95 % 45.93 % 115
Mixed Investment 40-85% Shares 4.95 % 25.74 % 44.48 % 148
UK Equity Income 4.75 % 23.66 % 52.35 % 148
Europe Including UK 4.37 % 35.86 % 59.69 % 29
Property 3.59 % 23.27 % 43.33 % 86
Europe Excluding UK 3.34 % 43.03 % 64.51 % 160
Global Equity Income 2.81 % 38.02 % 58.21 % 91
UK Equity And Bond Income 2.77 % 21.17 % 41.95 % 13
Mixed Investment 20-60% Shares 2.46 % 17.76 % 31.36 % 181
£ High Yield 1.48 % 14.56 % 26.37 % 65
UK Index Linked Gilts 1.09 % 24.66 % 42.79 % 17
Mixed Investment 0-35% Shares 1.09 % 13.73 % 23.32 % 64
£ Strategic Bond 0.44 % 11.53 % 23.17 % 120
Money Market 0.21 % 0.73 % 1.28 % 8
£ Corporate Bond 0.15 % 14.46 % 27.04 % 150
Short Term Money Market 0.13 % 0.47 % 0.69 % 7
UK Gilts 0.03 % 15.07 % 26.34 % 30
Volatility Managed N/A N/A N/A 120
Global Bonds -1.25 % 19.59 % 17.91 % 100
Global Emerging Markets Bond -5.97 % 20.82 % 12.74 % 39
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 145.52 % -11.81 % 7.02 % 1
Sector Specialist: Small Media, Comms & IT Cos 40.35 % 88.89 % 146.38 % 1
Sector Specialist: Tech Media & Telecomm 38.25 % 135.35 % 124.55 % 3
Japanese Smaller Companies 29.07 % 106.96 % 169.16 % 3
Property Securities 24.8 % 61.69 % -99.17 % 1
Sector Specialist: Utilities 23.14 % 11.32 % 11.33 % 4
VCT AIM Quoted 22.53 % 61.24 % 102.03 % 8
VCT Specialist: Technology 21.84 % 47.24 % 19.83 % 4
Japan 19.02 % 60.38 % 135.02 % 6
Global 18.26 % 57.01 % 97.12 % 22
North American Smaller Companies 17.89 % 67.16 % 89.49 % 3
Country Specialists: Europe 15.11 % 69.25 % 32.44 % 1
UK Smaller Companies 13.36 % 21.04 % 74.14 % 21
Sector Specialist: Environmental 12.29 % 52.71 % 90.52 % 4
UK All Companies 12.12 % 28.28 % 71.22 % 16
Property Direct - Asia Pacific 11.92 % 41.02 % 81.4 % 5
VCT Specialist: Environmental 11.05 % 23.56 % 46.37 % 12
Country Specialists: Asia Pacific 10.35 % 67.62 % 127.58 % 11
Sector Specialist: Biotechnology & Healthcare 9.17 % 25.74 % 126.38 % 7
Sector Specialist: Commodities & Natural Resources 8.79 % 29.34 % -28.37 % 11
Asia Pacific - Excluding Japan 7.93 % 49.7 % 46.4 % 17
Property Direct - Europe 7.83 % -4.05 % -48.66 % 9
European Smaller Companies 7.79 % 70.95 % 137.67 % 4
Country Specialists: Other 7.37 % 3.82 % 35.05 % 4
UK Equity Income 7.36 % 23.98 % 56.32 % 28
North America 7.19 % 52.47 % 65.2 % 8
UK Equity & Bond Income 6.53 % 31.87 % 70.11 % 6
Global Emerging Markets 6.48 % 37.47 % 29 % 13
Hedge Funds 6.38 % 17.88 % 22.5 % 12
VCT Generalist 6.02 % 23.81 % 43.17 % 49
VCT Specialist: Healthcare & Biotechnology 5.45 % -30.75 % -32.36 % 1
Global Equity Income 4.23 % 42.75 % 60.78 % 7
Sector Specialist: Debt 4.18 % 18.15 % 24.39 % 39
Flexible Investment 3.32 % 23.08 % 29.82 % 26
Asia Pacific - Including Japan 3.24 % 35.9 % 58.02 % 1
Sector Specialist: Forestry & Timber 2.88 % 3.7 % -46.96 % 2
Europe 2.34 % 39.1 % 84.11 % 8
European Emerging Markets 1.13 % 52.82 % 25.47 % 2
Sector Specialist: Liquidity Funds 0.3 % 1.17 % 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
Sector Specialist: Financials -0.09 % 65.59 % N/A 3
Property Specialist -0.5 % 25.84 % 47.53 % 16
VCT Specialist: Environmental Pre Qualifying -3 % N/A N/A 1
Global Smaller Companies -3.71 % 54.8 % 34.66 % 4
Global High Income -3.8 % 15.49 % 38.63 % 2
Private Equity -4.11 % 18.8 % 23.68 % 33
Sector Specialist: Infrastructure -5.01 % -1.28 % 4.65 % 9
VCT Generalist Pre Qualifying -6.96 % -1.19 % N/A 8
Latin America -9.31 % -10.24 % -31.85 % 2
Country Specialists: Latin America -10.4 % 8.99 % -27.68 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
Sector Specialist -18.6 % -29.87 % -81.56 % 1
VCT Specialist: Media, Leisure & Events -24.73 % -54.61 % -59.05 % 6
Sector Specialist: Insurance & Reinsurance Strategies -45.36 % -17.44 % 2.34 % 7

Data provided by Morningstar.

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