Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 82
Specialist 7.43 % 7.84 % 32.65 % 180
Technology and Telecommunications 7.36 % 63.56 % 106.29 % 19
North America 7.21 % 52.73 % 91.58 % 124
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 109
Property 5.76 % 22.49 % 42.3 % 43
North American Smaller Companies 4.95 % 52.26 % 75.34 % 18
UK Direct Property 4.91 % 9.13 % 34.35 % 38
UK Index Linked Gilts 1.78 % 26.62 % 50.14 % 16
UK Gilts 0.86 % 12.25 % 29.54 % 30
Global 0.78 % 40.28 % 57.14 % 274
Money Market 0.4 % 0.86 % 1.39 % 8
Short Term Money Market 0.33 % 0.6 % 0.79 % 7
Volatility Managed N/A N/A N/A 134
Global Bonds -0.23 % 19.51 % 22.82 % 97
Global Equity Income -0.64 % 35.41 % 51.23 % 90
Japanese Smaller Companies -0.96 % 65.88 % 103.13 % 8
£ Corporate Bond -1.7 % 11.89 % 24.72 % 143
Mixed Investment 0-35% Shares -2.06 % 11.01 % 19.05 % 60
Mixed Investment 40-85% Shares -2.23 % 20.02 % 31.93 % 148
£ Strategic Bond -2.28 % 9.7 % 18.92 % 117
Flexible Investment -2.32 % 21.92 % 32.8 % 115
£ High Yield -2.34 % 13.73 % 18.31 % 59
Mixed Investment 20-60% Shares -2.56 % 13.94 % 23.28 % 181
Asia Pacific Including Japan -3.52 % 48.94 % 62.14 % 8
Global Emerging Markets Bond -4.27 % 24.51 % 22.13 % 40
UK Equity And Bond Income -4.41 % 12.42 % 25.4 % 13
Japan -4.81 % 38.98 % 62.46 % 73
Asia Pacific Excluding Japan -5.12 % 46.55 % 52.97 % 105
UK Equity Income -6.42 % 10.38 % 25.98 % 147
Europe Including UK -6.53 % 21.9 % 36.21 % 23
UK All Companies -6.55 % 14.33 % 25.55 % 324
China/Greater China -6.74 % 44.57 % 57.4 % 24
Global Emerging Markets -6.83 % 46.23 % 37.19 % 99
UK Smaller Companies -6.83 % 24.77 % 46.18 % 74
Europe Excluding UK -9.26 % 24.65 % 39.17 % 163
European Smaller Companies -10.5 % 27.35 % 53.12 % 20
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Property Direct - Europe 54.52 % 54.52 % 54.52 % 10
VCT Specialist: Technology 33.8 % 40.5 % 36.7 % 4
Country Specialists: Other 32.63 % 9.29 % 37.96 % 4
Sector Specialist: Forestry & Timber 26.02 % 85.53 % -27.7 % 2
Sector Specialist: Utilities 24.86 % 16.8 % 16.8 % 3
Sector Specialist 16.22 % 83.26 % -81.46 % 1
Country Specialists: Europe 13.12 % 98.16 % 39.9 % 1
Sector Specialist: Tech Media & Telecomm 10.78 % 95.34 % 47.3 % 4
North American Smaller Companies 10.04 % 68.52 % 66.36 % 3
VCT Generalist 8.8 % 28.2 % 51.88 % 48
Sector Specialist: Infrastructure 8.73 % 1.92 % 8.88 % 8
Hedge Funds 6.78 % 21.59 % 26.75 % 12
Sector Specialist: Biotechnology & Healthcare 6.43 % 30.85 % 108.42 % 8
Property Securities 3.52 % 43.34 % -99.25 % 1
VCT Specialist: Environmental 3.24 % 27.5 % 65.66 % 9
Sector Specialist: Debt 2.31 % 20.34 % 18.29 % 40
VCT AIM Quoted 1.72 % 39.55 % 58.58 % 8
North America 1.22 % 53 % 57.57 % 7
VCT Specialist: Healthcare & Biotechnology 1.18 % -18.87 % -37.23 % 1
Global 0.81 % 48.67 % 68.87 % 22
VCT Generalist Pre Qualifying 0.4 % N/A N/A 8
Japanese Smaller Companies 0.1 % 77.35 % 128.62 % 4
Sector Specialist: Liquidity Funds 0.05 % 0.43 % 1.66 % 2
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 9
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 2
Sector Specialist: Leasing N/A N/A N/A 9
Property Specialist -0.01 % 15.54 % 41.9 % 18
Global Smaller Companies -0.47 % 11.71 % 45.15 % 5
Property Direct - Asia Pacific -1.5 % 31.57 % 59.79 % 5
Sector Specialist: Environmental -2.14 % 48.87 % 64.1 % 4
Asia Pacific - Excluding Japan -3.07 % 47.92 % 31.88 % 18
Flexible Investment -3.65 % 21.78 % 26.24 % 26
Global Equity Income -4.22 % 40.12 % 41.92 % 7
Japan -4.48 % 41.74 % 86.95 % 6
Latin America -4.84 % 60.57 % -15.09 % 2
UK All Companies -4.98 % 12.97 % 32.21 % 15
European Emerging Markets -5.16 % 67.17 % 20.34 % 1
Sector Specialist: Financials -5.23 % 108.73 % 24.55 % 5
Sector Specialist: Small Media, Comms & IT Cos -6.04 % 49.32 % 61.31 % 1
UK Equity Income -6.05 % 9.86 % 23.24 % 28
Global Emerging Markets -6.3 % 46.21 % 22.35 % 16
Asia Pacific - Including Japan -6.98 % 41.91 % 43.87 % 1
Private Equity -7.02 % 18.62 % 17.52 % 30
UK Equity & Bond Income -7.37 % 18.24 % 35.81 % 6
Country Specialists: Latin America -7.43 % 62.87 % -4.96 % 1
Europe -7.81 % 26.01 % 50.52 % 8
Country Specialists: Asia Pacific -7.87 % 52.72 % 101.67 % 12
UK Smaller Companies -7.91 % -0.51 % 22.83 % 20
Global High Income -10.98 % 9.23 % 26.36 % 2
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
European Smaller Companies -13.93 % 35.91 % 67.83 % 4
VCT Specialist: Media, Leisure & Events -21.1 % -57.64 % -58.49 % 2
Sector Specialist: Commodities & Natural Resources -27.79 % 37.32 % -41.38 % 11
Sector Specialist: Litigation -60.78 % -44.27 % -78.13 % 1
Sector Specialist: Insurance & Reinsurance Strategies -66.45 % -78.65 % -67.01 % 6

Data provided by Morningstar.

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