Fund & Investment Trust Sectors

Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
Unclassified Sector 14 % 26.13 % 42.63 % 86
North America 9.49 % 60.18 % 90.9 % 124
North American Smaller Companies 8.68 % 61.19 % 77.8 % 18
Specialist 7.43 % 7.84 % 32.65 % 180
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 110
Property 5.76 % 22.49 % 42.3 % 43
UK Direct Property 5.34 % 10.76 % 35.15 % 38
Technology and Telecommunications 4.52 % 69.85 % 105.07 % 19
Global 1.9 % 45.85 % 55.9 % 272
Global Equity Income 1.11 % 40.48 % 48.84 % 90
UK Index Linked Gilts 1.09 % 25.04 % 47.53 % 16
Money Market 0.38 % 0.84 % 1.37 % 8
Short Term Money Market 0.31 % 0.58 % 0.85 % 8
Volatility Managed N/A N/A N/A 134
UK Gilts -0.26 % 11.4 % 26.08 % 30
Japanese Smaller Companies -0.29 % 71.27 % 93.5 % 8
£ High Yield -0.56 % 15.09 % 20.56 % 59
£ Corporate Bond -0.89 % 13.08 % 24.18 % 141
Global Bonds -0.95 % 20.01 % 21.13 % 97
Mixed Investment 40-85% Shares -1.08 % 23.79 % 32.03 % 148
Mixed Investment 0-35% Shares -1.25 % 12.76 % 18.97 % 60
£ Strategic Bond -1.26 % 10.77 % 19.51 % 117
Mixed Investment 20-60% Shares -1.3 % 16.72 % 23.59 % 181
Flexible Investment -1.54 % 25.34 % 32.58 % 115
UK Smaller Companies -1.59 % 34.36 % 55.67 % 74
UK Equity And Bond Income -1.86 % 18.15 % 27.05 % 13
UK All Companies -2.68 % 22.36 % 29.49 % 319
UK Equity Income -2.96 % 17.78 % 29.32 % 147
Europe Including UK -4.19 % 29.96 % 38.25 % 23
Japan -4.3 % 41.24 % 56.74 % 73
Global Emerging Markets Bond -4.43 % 24.44 % 19.13 % 40
Asia Pacific Including Japan -5.2 % 51.38 % 56.69 % 8
Europe Excluding UK -6.98 % 33.33 % 40.33 % 163
European Smaller Companies -7.19 % 39.6 % 58.11 % 20
Asia Pacific Excluding Japan -8.45 % 49.86 % 49.46 % 105
Global Emerging Markets -9 % 47.74 % 34.7 % 99
China/Greater China -12.09 % 48.5 % 61.08 % 24
Sector Perf. 1Y Sort ascending Perf. 3Y Perf. 5Y Funds
VCT Specialist: Technology 29.42 % 35.03 % 33.6 % 4
Country Specialists: Other 28.78 % 6.86 % 40.09 % 4
Sector Specialist: Forestry & Timber 23.63 % 82.56 % -31.16 % 2
North American Smaller Companies 16.58 % 75.26 % 72.19 % 3
Sector Specialist: Utilities 16.45 % 15.17 % 15.17 % 3
Sector Specialist 11.68 % 36.09 % -80.66 % 1
Sector Specialist: Infrastructure 11.63 % 4.46 % 11.63 % 8
Country Specialists: Europe 8.04 % 91.78 % 30.05 % 1
Hedge Funds 7.13 % 23.66 % 27.51 % 12
Property Securities 6.64 % 49.77 % -99.22 % 1
VCT Generalist 6.59 % 29.16 % 50.02 % 49
Sector Specialist: Tech Media & Telecomm 6.05 % 109.7 % 42.75 % 4
North America 5.53 % 58.49 % 61.49 % 7
VCT AIM Quoted 5.33 % 47.14 % 64.87 % 8
Sector Specialist: Biotechnology & Healthcare 4.87 % 36.78 % 103.54 % 8
Sector Specialist: Debt 4.44 % 21.94 % 20.52 % 40
Global 2.79 % 55.68 % 72.66 % 22
VCT Specialist: Environmental 2.13 % 27.89 % 64.02 % 9
Sector Specialist: Small Media, Comms & IT Cos 1.99 % 65.61 % 83.23 % 1
Property Specialist 1.73 % 17.44 % 41.77 % 18
VCT Generalist Pre Qualifying 0.4 % N/A N/A 8
Sector Specialist: Liquidity Funds 0.05 % 0.3 % 1.28 % 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
Sector Specialist: Financials -0.76 % 105.92 % 29.81 % 5
Japanese Smaller Companies -1.05 % 83.01 % 117.61 % 4
Sector Specialist: Environmental -1.38 % 55.23 % 64.3 % 4
Flexible Investment -1.65 % 25.05 % 26.27 % 26
UK All Companies -1.68 % 20.03 % 36.86 % 15
Property Direct - Europe -2.18 % 29.91 % -5.99 % 10
VCT Specialist: Healthcare & Biotechnology -2.27 % -21.82 % -36.76 % 1
UK Smaller Companies -2.84 % 8.26 % 29.72 % 20
UK Equity Income -2.87 % 16.38 % 26.4 % 28
UK Equity & Bond Income -3.15 % 23.57 % 40.08 % 6
Property Direct - Asia Pacific -3.68 % 26.29 % 60.47 % 5
Latin America -3.72 % 25.15 % -18.45 % 2
Global Equity Income -4.41 % 42.19 % 39.41 % 7
Japan -5.14 % 46.06 % 85.26 % 6
Asia Pacific - Excluding Japan -5.77 % 50.38 % 27.22 % 18
Global High Income -6.45 % 14.82 % 31.59 % 2
Private Equity -6.75 % 22.35 % 23.16 % 30
Europe -6.86 % 32.69 % 50.59 % 8
Country Specialists: Latin America -7.06 % 62.68 % -11.55 % 1
Asia Pacific - Including Japan -7.51 % 41.83 % 40.15 % 1
European Emerging Markets -7.69 % 60.56 % 15.9 % 2
Global Smaller Companies -8.61 % 3.9 % 35.8 % 5
Global Emerging Markets -9.03 % 43.32 % 15.84 % 15
European Smaller Companies -9.88 % 49.31 % 72.53 % 4
Country Specialists: Asia Pacific -10.36 % 50.03 % 99.89 % 12
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
Sector Specialist: Commodities & Natural Resources -17.92 % 41.21 % -38.48 % 11
VCT Specialist: Media, Leisure & Events -19.35 % -56.79 % -57.66 % 2
Sector Specialist: Litigation -45.53 % -29.97 % -67.94 % 1
Sector Specialist: Insurance & Reinsurance Strategies -49.51 % -47.58 % -21.6 % 6

Data provided by Morningstar.

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