Fund & Investment Trust Sectors

Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Volatility Managed N/A N/A N/A 166
Short Term Money Market 0.57 % 0.85 % 1.19 % 7
Money Market 0.68 % 1.11 % 1.71 % 4
UK Gilts 9.73 % 4.94 % 33.46 % 30
Specialist 7.43 % 7.84 % 32.65 % 190
£ Corporate Bond 7.09 % 8.7 % 27.6 % 147
Mixed Investment 0-35% Shares 3.59 % 9.2 % 22.04 % 55
£ Strategic Bond 5.79 % 9.72 % 21.2 % 123
UK Equity Income -4.67 % 10.24 % 26.35 % 147
UK Equity And Bond Income -1.12 % 10.84 % 27.03 % 11
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 104
Global Bonds 7.98 % 11.61 % 29.65 % 96
Global Emerging Markets Bond 12.29 % 12.5 % 29.33 % 40
Mixed Investment 20-60% Shares 2.5 % 12.56 % 26.23 % 183
£ High Yield 4.19 % 13.3 % 20.44 % 59
UK Direct Property 0.06 % 15.23 % 21.78 % 39
UK All Companies -4.11 % 16.31 % 30.4 % 337
UK Index Linked Gilts 16.63 % 17.45 % 59.7 % 17
Mixed Investment 40-85% Shares 2.44 % 18.89 % 37.29 % 148
Flexible Investment 1.74 % 19.63 % 37.19 % 110
Property 5.76 % 22.49 % 42.3 % 47
Global Emerging Markets 2.6 % 23.12 % 37.81 % 100
European Smaller Companies -7.94 % 23.73 % 64.47 % 20
Japan -1.82 % 24.49 % 67.48 % 74
Europe Including UK -1.04 % 24.52 % 48.98 % 18
Europe Excluding UK -1.09 % 24.93 % 53.13 % 163
Unclassified Sector 14 % 26.13 % 42.63 % 77
Global Equity Income 4.57 % 26.19 % 55.66 % 94
Asia Pacific Excluding Japan 2.36 % 28.08 % 52.85 % 109
UK Smaller Companies -8.76 % 29.56 % 50.15 % 79
Asia Pacific Including Japan 2.24 % 31.11 % 67.37 % 8
Japanese Smaller Companies -4.28 % 31.71 % 94.31 % 8
Global 4.39 % 35.15 % 66.73 % 298
China/Greater China 3.58 % 39.74 % 72.16 % 24
North American Smaller Companies 0.69 % 44.82 % 95.38 % 19
North America 6.94 % 47.06 % 99.57 % 132
Technology and Telecommunications 8.8 % 65.67 % 128.26 % 19
Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Private Equity -98.98 % -98.98 % -98.98 % 27
VCT Generalist Pre Qualifying -90.51 % -90.51 % N/A 7
VCT Generalist -74.49 % -74.49 % -74.49 % 49
VCT Specialist: Media, Leisure & Events -37.37 % -37.37 % -37.37 % 2
Sector Specialist: Commodities & Natural Resources -22.13 % -21.29 % -43.59 % 10
Growth Capital N/A N/A N/A 4
Property - UK Commercial N/A N/A N/A 19
Debt - Loans & Bonds N/A N/A N/A 17
Technology & Media N/A N/A N/A 4
Debt - Direct Lending N/A N/A N/A 11
Debt - Structured Finance N/A N/A N/A 10
Property - UK Residential N/A N/A N/A 7
Royalties N/A N/A N/A 1
Property - Debt N/A N/A N/A 5
Property - UK Healthcare N/A N/A N/A 2
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 12
Asia Pacific Income N/A N/A N/A 5
VCT Specialist: Healthcare & Biotechnology Pre Qualifying N/A N/A N/A 1
Asia Pacific N/A N/A N/A 11
Sector Specialist: Leasing N/A N/A N/A 8
Asia Pacific Smaller Companies N/A N/A N/A 3
Sector Specialist: Liquidity Funds 1.34 % 2.52 % 2.69 % 2
Sector Specialist: Infrastructure 4 % 4 % 4 % 7
Sector Specialist: Insurance & Reinsurance Strategies 7.25 % 7.25 % 7.67 % 6
Global High Income 3.48 % 11.83 % 28.12 % 1
UK Equity Income -4.99 % 13.18 % 24.45 % 30
UK All Companies -9.41 % 14.49 % 22.37 % 13
Global Smaller Companies 7.6 % 14.6 % 47.36 % 6
VCT AIM Quoted -20.53 % 18.44 % 29.18 % 8
UK Equity & Bond Income -3.42 % 18.98 % 33.96 % 3
Flexible Investment 0.45 % 19.08 % 31.06 % 27
Global Emerging Markets 2.88 % 21.92 % 32.48 % 16
Country Specialists: Latin America 29.02 % 24.18 % 8.72 % 1
UK Smaller Companies -9.2 % 24.23 % 28.16 % 25
Latin America 20.3 % 25.71 % -10.47 % 2
Hedge Funds 8.18 % 27.22 % 35.35 % 11
Country Specialists: Asia Pacific 2.94 % 28.41 % 82.76 % 13
Global Equity Income 4.02 % 32.21 % 60.17 % 6
European Smaller Companies -4.58 % 34.58 % 88.98 % 4
Sector Specialist: Environmental 3.63 % 35.46 % 67.93 % 4
Japan -3.08 % 35.73 % 93.18 % 6
North America 3.74 % 36.08 % 68.13 % 7
Europe 0.54 % 37.61 % 65.08 % 8
Sector Specialist: Utilities 16.85 % 41.54 % 41.54 % 3
Global -0.85 % 43.09 % 76.35 % 16
Property Direct - Asia Pacific 43.16 % 43.16 % 43.16 % 7
Property Securities 2.64 % 44.43 % 66.35 % 1
North American Smaller Companies -3.52 % 50.94 % 79.73 % 2
VCT Specialist: Technology 56.24 % 56.24 % 56.24 % 4
European Emerging Markets 22.01 % 56.28 % 64.12 % 1
Sector Specialist: Biotechnology & Healthcare 19.65 % 57.98 % 142.42 % 8
Japanese Smaller Companies -4.02 % 58.47 % 124.59 % 4
Property Direct - Europe 62.09 % 62.09 % 62.09 % 10
VCT Specialist: Environmental 62.86 % 62.86 % 62.86 % 9
Sector Specialist: Forestry & Timber 73.39 % 73.39 % 73.39 % 1
Country Specialists: Europe 45.89 % 92.11 % 97.48 % 1
Sector Specialist: Financials -6.58 % 178.91 % 75.96 % 5
VCT Specialist: Healthcare & Biotechnology 281.53 % 281.53 % 281.53 % 1

Data provided by Morningstar.

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