Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
North American Smaller Companies 23.73 % 71.73 % 105.72 % 19
Technology and Telecommunications 21.37 % 88.05 % 136.25 % 19
North America 17.78 % 66.92 % 111.66 % 122
Unclassified Sector 14 % 26.13 % 42.63 % 89
Japanese Smaller Companies 11.97 % 81.06 % 117.63 % 8
Global 10.28 % 50.79 % 72.29 % 271
UK Smaller Companies 10.22 % 44.01 % 84.82 % 74
Japan 8.37 % 48.94 % 73.55 % 73
Specialist 7.43 % 7.84 % 32.65 % 179
Asia Pacific Including Japan 6.59 % 58.66 % 70.89 % 8
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 107
European Smaller Companies 6.07 % 54.84 % 88.11 % 22
UK All Companies 5.82 % 26.22 % 47.32 % 322
Global Equity Income 5.65 % 42.84 % 61.42 % 91
Property 5.52 % 22.73 % 45.91 % 88
Mixed Investment 40-85% Shares 4.73 % 26.64 % 42.36 % 148
Flexible Investment 4.64 % 28.25 % 42.89 % 115
Europe Including UK 4.08 % 35.97 % 55.71 % 29
UK Equity Income 3.56 % 21.46 % 45.42 % 148
UK Equity And Bond Income 3.13 % 20.65 % 39.52 % 13
Asia Pacific Excluding Japan 2.72 % 57.26 % 63.55 % 104
UK Index Linked Gilts 2.58 % 23.11 % 51.5 % 17
China/Greater China 2.5 % 55.95 % 77.01 % 26
Mixed Investment 20-60% Shares 2.22 % 18.14 % 30.33 % 181
£ High Yield 1.22 % 15.68 % 25.75 % 65
Mixed Investment 0-35% Shares 1.06 % 13.89 % 23.85 % 64
UK Gilts 1.06 % 13.38 % 31.09 % 30
Europe Excluding UK 1.06 % 40.16 % 58.37 % 163
Money Market 0.25 % 0.75 % 1.3 % 8
£ Corporate Bond 0.21 % 14.18 % 29.22 % 150
Short Term Money Market 0.17 % 0.49 % 0.73 % 7
£ Strategic Bond 0.1 % 11.53 % 23.83 % 121
Volatility Managed N/A N/A N/A 134
Global Bonds -0.22 % 22.17 % 22.79 % 100
Global Emerging Markets -2.07 % 51.21 % 43.71 % 99
Global Emerging Markets Bond -5.65 % 24.85 % 18.04 % 40
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 207.22 % 19.45 % -22.19 % 1
Sector Specialist: Tech Media & Telecomm 36.06 % 140.18 % 105.45 % 4
Sector Specialist: Utilities 35.07 % 19.01 % 19.01 % 4
North American Smaller Companies 26.45 % 81.64 % 82.23 % 3
Japanese Smaller Companies 26.23 % 106.11 % 157.25 % 3
VCT Specialist: Technology 22.64 % 28.77 % 37.34 % 4
Sector Specialist: Small Media, Comms & IT Cos 21.97 % 81.94 % 122.6 % 1
Property Securities 20.7 % 61.17 % -99.14 % 1
VCT AIM Quoted 18.95 % 59.18 % 93.35 % 8
Global 14.9 % 60.84 % 92.24 % 22
Sector Specialist: Biotechnology & Healthcare 14.8 % 32.24 % 132.15 % 8
Japan 13.16 % 47.64 % 105.34 % 6
Sector Specialist: Forestry & Timber 12.73 % 26.23 % -37.65 % 2
Country Specialists: Other 11.93 % 14.19 % 43.69 % 4
Country Specialists: Europe 11.63 % 91.68 % 31.21 % 1
UK Smaller Companies 11.6 % 16.62 % 55.05 % 21
Sector Specialist: Infrastructure 11.34 % 10.37 % 16.84 % 9
Sector Specialist: Environmental 11.21 % 62.81 % 85.84 % 4
North America 10.48 % 61.97 % 69.11 % 8
UK All Companies 8.11 % 24.3 % 59.5 % 15
VCT Generalist 7.49 % 23.97 % 44.85 % 49
Hedge Funds 7.36 % 20.29 % 27.08 % 11
Sector Specialist: Debt 6.48 % 22.93 % 25.2 % 39
Country Specialists: Asia Pacific 5.44 % 59.11 % 127.34 % 12
Asia Pacific - Excluding Japan 4.76 % 56.67 % 42.94 % 18
Sector Specialist: Financials 3.99 % 67.8 % 31.09 % 4
UK Equity Income 3.6 % 20.55 % 42.61 % 28
Global Equity Income 3.02 % 47 % 55.25 % 7
UK Equity & Bond Income 2.94 % 28.28 % 61 % 6
Flexible Investment 2.76 % 26.19 % 31.41 % 27
VCT Specialist: Healthcare & Biotechnology 2.27 % -30.77 % -34.4 % 1
Property Direct - Europe 2.02 % 25.71 % -7.14 % 10
Europe 1.78 % 37.66 % 73.72 % 8
Property Specialist 1.65 % 23.3 % 51.13 % 17
Global Emerging Markets 0.97 % 46.32 % 26.96 % 13
Asia Pacific - Including Japan 0.88 % 38.54 % 48.8 % 1
Property Direct - Asia Pacific 0.58 % 27.44 % 64.79 % 5
European Smaller Companies 0.3 % 60.08 % 107.68 % 4
Sector Specialist: Liquidity Funds 0.3 % 0.55 % 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
Global High Income -0.81 % 19.66 % 39.19 % 2
Private Equity -2.73 % 22.27 % 25.42 % 32
European Emerging Markets -2.77 % 66.33 % 22.56 % 2
Country Specialists: Latin America -6.5 % 42.75 % -12.61 % 1
Global Smaller Companies -6.51 % 51.03 % 28.7 % 4
VCT Generalist Pre Qualifying -7.25 % N/A N/A 8
Sector Specialist: Commodities & Natural Resources -8.09 % 34.42 % -36.12 % 11
Latin America -8.7 % 13.09 % -21.5 % 2
VCT Specialist: Environmental -11.67 % -5.62 % 0.74 % 11
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
Sector Specialist -19.74 % -21.39 % -84.36 % 1
VCT Specialist: Media, Leisure & Events -20.67 % -55.55 % -56.44 % 6
Sector Specialist: Insurance & Reinsurance Strategies -50.24 % -22.32 % 13.52 % 6

Data provided by Morningstar.

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