Fund & Investment Trust Sectors

Sector Perf. 1Y Sort descending Perf. 3Y Perf. 5Y Funds
European Smaller Companies -7.92 % 44.63 % 52.46 % 20
China/Greater China -5.98 % 78.84 % 83.12 % 24
Europe Excluding UK -5.05 % 39.68 % 38.17 % 164
Global Emerging Markets -4.93 % 66.34 % 54.84 % 99
UK Smaller Companies -4.49 % 39.59 % 40.01 % 74
Japanese Smaller Companies -4.17 % 70.66 % 107.45 % 8
Japan -2.92 % 52.61 % 71.06 % 74
Europe Including UK -1.2 % 39.26 % 37.55 % 17
Asia Pacific Including Japan -0.94 % 63.92 % 77.72 % 8
Asia Pacific Excluding Japan -0.6 % 65.55 % 68.14 % 108
Volatility Managed N/A N/A N/A 136
UK All Companies 0.13 % 32.07 % 27.3 % 330
Short Term Money Market 0.53 % 0.71 % 1.05 % 7
Money Market 0.55 % 1.13 % 1.91 % 6
£ High Yield 0.62 % 22.43 % 19.18 % 59
UK Equity Income 0.76 % 25.95 % 27.95 % 147
£ Strategic Bond 0.84 % 14.76 % 19.73 % 118
Flexible Investment 1.06 % 37.11 % 39.18 % 114
Mixed Investment 20-60% Shares 1.26 % 22.78 % 24.88 % 183
Mixed Investment 0-35% Shares 1.46 % 16.62 % 20.39 % 61
Global Emerging Markets Bond 1.53 % 30.09 % 30.3 % 40
Mixed Investment 40-85% Shares 2.18 % 33.22 % 35.97 % 149
£ Corporate Bond 2.3 % 16.24 % 25.71 % 141
UK Equity And Bond Income 2.45 % 24.81 % 28.2 % 13
UK Direct Property 3.1 % 9.3 % 30.31 % 38
Global Bonds 3.78 % 19.58 % 25.33 % 97
Global Equity Income 5.14 % 46.07 % 55.03 % 88
Global 5.41 % 58.58 % 61.93 % 277
Property 5.76 % 22.49 % 42.3 % 43
UK Gilts 6.1 % 9.79 % 29.54 % 30
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 111
Specialist 7.43 % 7.84 % 32.65 % 181
UK Index Linked Gilts 7.47 % 23.32 % 53.19 % 16
North America 11.96 % 72.58 % 95.99 % 126
Technology and Telecommunications 12.88 % 103.28 % 125.29 % 19
Unclassified Sector 14 % 26.13 % 42.63 % 81
North American Smaller Companies 14.16 % 85.19 % 85 % 19
Sector Perf. 1Y Sort descending Perf. 3Y Perf. 5Y Funds
Sector Specialist: Insurance & Reinsurance Strategies -62.51 % -77.56 % -64.45 % 6
Sector Specialist: Commodities & Natural Resources -26.69 % 47.18 % -46.4 % 10
VCT Specialist: Media, Leisure & Events -18.46 % -56.02 % -60.24 % 2
VCT AIM Quoted -14.17 % 26.44 % 26.6 % 8
Property Direct - UK -12.34 % -8.12 % -19.84 % 16
European Smaller Companies -12.29 % 54.4 % 60.17 % 4
Property Direct - Asia Pacific -12.07 % 26.93 % 41.46 % 5
Country Specialists: Asia Pacific -8.44 % 70.82 % 101.14 % 12
Japan -8.18 % 62.3 % 86.35 % 6
Sector Specialist: Financials -6.57 % 194.51 % 19.76 % 5
Japanese Smaller Companies -6.46 % 102.68 % 120.51 % 4
VCT Generalist Pre Qualifying -6.36 % N/A N/A 7
VCT Specialist: Healthcare & Biotechnology -5.78 % -9.04 % -28.34 % 1
Europe -5.46 % 44.44 % 47.71 % 8
UK Smaller Companies -5.38 % 21.02 % 15.42 % 20
European Emerging Markets -4.89 % 102.22 % 39.19 % 1
Private Equity -3.94 % 23.13 % 19.24 % 29
Global Emerging Markets -2.25 % 67.89 % 50.39 % 15
Global High Income -1.82 % 25.86 % 29.11 % 2
Sector Specialist: Debt -1.03 % 21.57 % 14.53 % 39
Flexible Investment -0.76 % 30.1 % 27.8 % 26
Asia Pacific - Including Japan -0.16 % 65.38 % 62.22 % 1
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 10
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 2
Sector Specialist: Leasing N/A N/A N/A 8
Sector Specialist: Liquidity Funds 0.18 % 0.79 % 1.78 % 2
Country Specialists: Latin America 0.68 % 102.45 % 26.83 % 1
UK Equity Income 0.9 % 29.71 % 25.59 % 28
Global Equity Income 1.13 % 55.26 % 50.17 % 7
UK All Companies 1.69 % 33.17 % 32.5 % 15
Global Smaller Companies 2.29 % 25.45 % 41.58 % 5
Sector Specialist: Environmental 2.46 % 66.74 % 55.77 % 4
UK Equity & Bond Income 2.92 % 36.81 % 38.41 % 6
Asia Pacific - Excluding Japan 3.45 % 72.45 % 58.09 % 18
VCT Specialist: Environmental 3.66 % 25.62 % 55.23 % 9
Sector Specialist 5.22 % 58.63 % -75.42 % 1
Country Specialists: Europe 5.46 % 121.03 % 41.72 % 1
Property Specialist 5.51 % 20.02 % 47.56 % 18
Latin America 5.55 % 101.27 % 6.97 % 2
Sector Specialist: Small Media, Comms & IT Cos 5.7 % 91.27 % 65.29 % 2
North America 6.02 % 70.85 % 69.27 % 7
Global 6.23 % 74.8 % 74.48 % 21
Property Securities 7.62 % 60.92 % -99.21 % 1
VCT AIM Quoted Pre Qualifying 8.16 % N/A N/A 1
Sector Specialist: Infrastructure 9.12 % 7.11 % 9.52 % 8
Hedge Funds 9.34 % 25.48 % 30.32 % 11
VCT Generalist 10.13 % 29.26 % 52.46 % 48
Sector Specialist: Biotechnology & Healthcare 13.45 % 66.02 % 95.49 % 7
VCT Specialist: Technology 15.02 % 26.8 % 46.56 % 4
Sector Specialist: Tech Media & Telecomm 17.74 % 161.46 % 59.76 % 4
North American Smaller Companies 17.87 % 100.67 % 72.85 % 3
Sector Specialist: Forestry & Timber 26.75 % 99.18 % -54.81 % 1
Country Specialists: Other 39.23 % 43.03 % 45.78 % 3
Sector Specialist: Utilities 42.07 % 30.92 % 30.92 % 3
Property Direct - Europe 49.83 % 49.83 % 49.83 % 10

Data provided by Morningstar.

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