Fund & Investment Trust Sectors

Sector Perf. 1Y Perf. 3Y Perf. 5Y Funds Sort descending
Money Market 0.63 % 1.07 % 1.65 % 4
Short Term Money Market 0.54 % 0.81 % 1.11 % 7
Japanese Smaller Companies -10.63 % 42.75 % 100.86 % 8
Asia Pacific Including Japan -2.79 % 49.07 % 72.22 % 8
UK Equity And Bond Income -1.1 % 22.58 % 27.49 % 11
UK Index Linked Gilts 10.73 % 28.95 % 57.54 % 17
Europe Including UK -0.22 % 40.92 % 44.46 % 17
Technology and Telecommunications 5.86 % 83.93 % 124.34 % 19
North American Smaller Companies 4.55 % 61.49 % 94.63 % 19
European Smaller Companies -7.67 % 40.63 % 58.01 % 20
China/Greater China -11.57 % 60.7 % 78.73 % 24
UK Gilts 6.4 % 9.87 % 34.04 % 30
UK Direct Property 1.42 % 9.69 % 25.52 % 38
Global Emerging Markets Bond 9.34 % 21.6 % 27.49 % 40
Property 5.76 % 22.49 % 42.3 % 46
Mixed Investment 0-35% Shares 2.33 % 13.93 % 21.22 % 53
£ High Yield 3.37 % 16.17 % 18.57 % 59
Japan -5.87 % 40.67 % 70.51 % 74
UK Smaller Companies -6.06 % 42.85 % 54.27 % 78
Unclassified Sector 14 % 26.13 % 42.63 % 79
Global Equity Income 6.87 % 40.85 % 55.22 % 90
Global Bonds 6.8 % 16.23 % 27.25 % 97
Global Emerging Markets -0.43 % 47.61 % 44.7 % 99
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 105
Flexible Investment 0.49 % 29.2 % 36.36 % 108
Asia Pacific Excluding Japan -2.46 % 49.28 % 60.45 % 109
£ Strategic Bond 4.12 % 12.31 % 19.92 % 118
North America 9.62 % 59.87 % 102.49 % 131
£ Corporate Bond 5.04 % 13.21 % 27.02 % 146
UK Equity Income -4.12 % 25.17 % 28.82 % 146
Mixed Investment 40-85% Shares 1.59 % 28.28 % 36.53 % 147
Volatility Managed N/A N/A N/A 153
Europe Excluding UK -1.2 % 41.09 % 45.34 % 164
Mixed Investment 20-60% Shares 1.47 % 19.17 % 25.52 % 174
Specialist 7.43 % 7.84 % 32.65 % 187
Global 4.5 % 49.9 % 66.14 % 287
UK All Companies -4.06 % 32.02 % 32.81 % 338
Sector Perf. 1Y Perf. 3Y Perf. 5Y Funds Sort descending
Global High Income 7.36 % 19.95 % 28.52 % 1
VCT Specialist: Healthcare & Biotechnology 9.29 % 6.81 % -15.77 % 1
European Emerging Markets 19.82 % 85.99 % 51.17 % 1
Country Specialists: Latin America 25.83 % 63.17 % 4.17 % 1
Royalties N/A N/A N/A 1
Country Specialists: Europe 31.01 % 107.61 % 70.39 % 1
Sector Specialist: Forestry & Timber 22.72 % 91.84 % -58.41 % 1
Property Securities -0.05 % 56.19 % 66.6 % 1
VCT Specialist: Media, Leisure & Events -37.16 % -69.91 % -73.76 % 2
Latin America 26.62 % 63.44 % -5.53 % 2
Sector Specialist: Liquidity Funds -0.07 % 0.91 % 0.96 % 2
North American Smaller Companies 0.68 % 69.51 % 70.27 % 2
Property - UK Healthcare N/A N/A N/A 2
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 2
UK Equity & Bond Income 2.51 % 35.56 % 41.21 % 3
Sector Specialist: Utilities 21.5 % 35.46 % 35.46 % 3
Asia Pacific Smaller Companies N/A N/A N/A 3
Growth Capital N/A N/A N/A 4
European Smaller Companies -6.37 % 51.2 % 72.56 % 4
Japanese Smaller Companies -8.32 % 89.73 % 135.27 % 4
Technology & Media N/A N/A N/A 4
Sector Specialist: Environmental 4.08 % 57.16 % 69.12 % 4
VCT Specialist: Technology -10.7 % 4.66 % 50.32 % 4
Property - Debt N/A N/A N/A 5
Sector Specialist: Financials 1.14 % 209.79 % 42.85 % 5
Asia Pacific Income N/A N/A N/A 5
Japan -10.07 % 50.08 % 96.02 % 6
Sector Specialist: Insurance & Reinsurance Strategies 18.32 % -80.66 % -67.21 % 6
Global Equity Income 3.6 % 47.23 % 54.21 % 6
VCT Generalist Pre Qualifying -5.64 % -14.2 % N/A 6
Sector Specialist: Infrastructure 7.92 % -1 % 8.16 % 7
North America 6.8 % 55.29 % 68.39 % 7
Property - UK Residential N/A N/A N/A 7
Global Smaller Companies 5.08 % 50.71 % 59.78 % 7
Property Direct - Asia Pacific -18.15 % 11.56 % 31.62 % 8
Europe 2.53 % 54.94 % 53.94 % 8
Sector Specialist: Biotechnology & Healthcare 1.67 % 46.88 % 98.53 % 8
VCT AIM Quoted -22.91 % 16.3 % 22.11 % 8
Sector Specialist: Leasing N/A N/A N/A 8
VCT Specialist: Environmental 3.77 % 24.48 % 43.42 % 9
Debt - Structured Finance N/A N/A N/A 10
Property Direct - Europe 53.05 % 53.05 % 53.05 % 10
Sector Specialist: Commodities & Natural Resources -30.63 % 4.07 % -42.35 % 11
Hedge Funds 6.51 % 27.38 % 32.15 % 11
Asia Pacific N/A N/A N/A 11
Debt - Direct Lending N/A N/A N/A 12
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 12
UK All Companies -7.44 % 29.25 % 26.54 % 13
Country Specialists: Asia Pacific -4.52 % 62.01 % 89.51 % 13
Global Emerging Markets 1.66 % 49.51 % 38.08 % 16
Global 0.65 % 65.37 % 78.77 % 16
Debt - Loans & Bonds N/A N/A N/A 17
Property - UK Commercial N/A N/A N/A 20
UK Smaller Companies -6.15 % 27.19 % 32.16 % 25
Private Equity -1.65 % 22.74 % 17.94 % 27
Flexible Investment 1.41 % 28.17 % 31.12 % 28
UK Equity Income -3.86 % 29.26 % 26.4 % 29
VCT Generalist 10.69 % 24.7 % 42.61 % 50

Data provided by Morningstar.

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