Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
China/Greater China 17.8 % 50.37 % 110.99 % 26
Technology and Telecommunications 17.17 % 76.38 % 143.14 % 19
UK Smaller Companies 16.46 % 49.93 % 102.87 % 74
Japanese Smaller Companies 16.12 % 88.6 % 135.19 % 8
North American Smaller Companies 15.72 % 58.16 % 106.88 % 19
Unclassified Sector 14 % 26.13 % 42.63 % 101
North America 10.22 % 55.81 % 106.79 % 122
Asia Pacific Including Japan 8.22 % 53.54 % 78.98 % 8
UK All Companies 8.15 % 25.67 % 58.2 % 323
European Smaller Companies 7.99 % 55.45 % 100.6 % 22
Japan 7.91 % 50.42 % 77.96 % 73
Specialist 7.43 % 7.84 % 32.65 % 178
Global 7.39 % 42.93 % 74.65 % 272
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 108
Asia Pacific Excluding Japan 6.17 % 46.06 % 72.75 % 104
UK Equity Income 4.84 % 21.83 % 54.99 % 148
Flexible Investment 4.27 % 25.23 % 46.92 % 115
Mixed Investment 40-85% Shares 3.93 % 24.08 % 45.74 % 150
Property 3.83 % 22.28 % 46.14 % 86
Europe Including UK 2.73 % 31.18 % 63.44 % 29
Global Emerging Markets 2.64 % 38.95 % 50.74 % 99
UK Equity And Bond Income 2.63 % 19.83 % 44.12 % 13
Mixed Investment 20-60% Shares 1.76 % 16.72 % 32.36 % 181
£ High Yield 1.49 % 14.11 % 27.48 % 65
Europe Excluding UK 1.37 % 37.41 % 67.96 % 160
Global Equity Income 1.27 % 34.66 % 60.86 % 91
Mixed Investment 0-35% Shares 0.61 % 13.12 % 24.37 % 64
Money Market 0.22 % 0.73 % 1.29 % 8
£ Strategic Bond 0.14 % 11.41 % 24.36 % 120
Short Term Money Market 0.13 % 0.47 % 0.7 % 7
Volatility Managed N/A N/A N/A 120
£ Corporate Bond -0.39 % 14.64 % 28.73 % 150
UK Gilts -0.98 % 15.83 % 27.77 % 30
Global Bonds -1.88 % 19.18 % 19.61 % 100
UK Index Linked Gilts -2.61 % 26.11 % 43.13 % 17
Global Emerging Markets Bond -5.94 % 19.99 % 15.99 % 39
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Litigation 144.22 % 0.59 % 6.93 % 1
Sector Specialist: Tech Media & Telecomm 34.66 % 130.57 % 123.22 % 3
Sector Specialist: Small Media, Comms & IT Cos 34.26 % 84.07 % 144.53 % 1
Japanese Smaller Companies 26.39 % 103.25 % 165.6 % 3
Property Securities 25.92 % 62.06 % -99.16 % 1
Sector Specialist: Utilities 25.63 % 12.41 % 12.41 % 4
VCT AIM Quoted 22.96 % 60.99 % 101.19 % 8
VCT Specialist: Technology 21.84 % 47.24 % 15.99 % 4
Country Specialists: Europe 19.12 % 72.82 % 35.65 % 1
Japan 17.07 % 58.25 % 136.04 % 6
Global 17.01 % 54.45 % 98.5 % 22
UK Smaller Companies 15.95 % 20.86 % 78.08 % 21
North American Smaller Companies 15.1 % 62.38 % 90.08 % 3
UK All Companies 12.98 % 27.26 % 75.06 % 16
Country Specialists: Other 12.84 % 7.46 % 35.32 % 4
Sector Specialist: Environmental 12.08 % 51.82 % 92.29 % 4
VCT Specialist: Environmental 11.53 % 24.08 % 47.12 % 12
Property Direct - Asia Pacific 11 % 40.08 % 78.66 % 5
Sector Specialist: Commodities & Natural Resources 10.05 % 27.41 % -27.85 % 11
North America 7.65 % 52.24 % 66.69 % 8
UK Equity Income 7.61 % 22.45 % 60.29 % 28
Property Direct - Europe 7.6 % -3.52 % -48.26 % 9
Country Specialists: Asia Pacific 6.81 % 63.55 % 129.73 % 11
UK Equity & Bond Income 6.11 % 31.43 % 72.92 % 6
Sector Specialist: Biotechnology & Healthcare 6.08 % 28.08 % 137.69 % 7
VCT Generalist 6.01 % 23.43 % 42.81 % 49
Asia Pacific - Excluding Japan 5.5 % 46.75 % 48.23 % 17
Hedge Funds 5.44 % 16.77 % 21.64 % 12
European Smaller Companies 5.17 % 64.55 % 137.86 % 4
Global Emerging Markets 4.21 % 35.99 % 32.62 % 13
Sector Specialist: Debt 3.75 % 18.42 % 23.95 % 39
Global Equity Income 3.63 % 41.88 % 63.46 % 7
Asia Pacific - Including Japan 3.49 % 35.2 % 61.28 % 1
European Emerging Markets 3.21 % 54.59 % 30.23 % 2
VCT Specialist: Healthcare & Biotechnology 3.11 % -30.75 % -35.52 % 1
Flexible Investment 2.78 % 23.06 % 31.43 % 26
Sector Specialist: Financials 1.95 % 66.2 % N/A 3
Sector Specialist: Forestry & Timber 1.53 % 3.33 % -47.18 % 2
Europe 1.25 % 34.79 % 88.18 % 8
Property Specialist 0.76 % 26.62 % 46.47 % 16
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
VCT Specialist: Environmental Pre Qualifying -3 % N/A N/A 1
Global Smaller Companies -3.71 % 54.8 % 35.31 % 4
Global High Income -4.63 % 15.41 % 38.5 % 2
Sector Specialist: Infrastructure -5.16 % -1.68 % 3.22 % 9
VCT Generalist Pre Qualifying -6.06 % -1.19 % N/A 8
Private Equity -6.16 % 14.97 % 19.85 % 33
Latin America -10.21 % -9.71 % -27.42 % 2
Country Specialists: Latin America -11.64 % 7.75 % -23.1 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
Sector Specialist -13.47 % -25.89 % -80.73 % 1
VCT Specialist: Media, Leisure & Events -22.22 % -54.61 % -59.05 % 6
Sector Specialist: Insurance & Reinsurance Strategies -45.08 % -15.49 % 3.5 % 7

Data provided by Morningstar.

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