Fund & Investment Trust Sectors

Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Volatility Managed N/A N/A N/A 179
Short Term Money Market 0.55 % 0.94 % 1.27 % 7
Money Market 0.69 % 1.21 % 1.78 % 4
Specialist 7.43 % 7.84 % 32.65 % 188
Global Bonds 6.45 % 8.9 % 24.15 % 101
UK Index Linked Gilts 5.89 % 10.61 % 39.47 % 17
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 110
Mixed Investment 0-35% Shares 6.3 % 11.16 % 20.74 % 61
UK Direct Property -1.19 % 11.65 % 18.45 % 43
Global Emerging Markets Bond 9.96 % 12.63 % 25.49 % 43
£ Strategic Bond 7.92 % 12.86 % 21.31 % 130
UK Gilts 9.64 % 12.93 % 27.67 % 36
£ Corporate Bond 9.04 % 14.54 % 25.85 % 153
£ High Yield 7.22 % 14.63 % 23.96 % 65
Mixed Investment 20-60% Shares 7.28 % 14.78 % 26.25 % 192
UK Equity And Bond Income 8.27 % 17.49 % 30.92 % 11
UK Equity Income 8.56 % 18.91 % 33.43 % 149
Flexible Investment 8.36 % 20.45 % 36.78 % 120
Mixed Investment 40-85% Shares 9.22 % 20.82 % 37.16 % 154
Property 5.76 % 22.49 % 42.3 % 52
Japan 9.71 % 23.31 % 75.9 % 73
UK All Companies 10.31 % 23.62 % 38.46 % 336
Unclassified Sector 14 % 26.13 % 42.63 % 72
Global Emerging Markets 9.99 % 26.21 % 43.42 % 102
Global Equity Income 10.76 % 26.85 % 53.7 % 101
European Smaller Companies 8.5 % 28.87 % 71.52 % 20
Asia Pacific Excluding Japan 12.47 % 29.75 % 56.89 % 112
Europe Including UK 12.67 % 30.06 % 51.24 % 17
Europe Excluding UK 12.1 % 30.09 % 54.86 % 166
Japanese Smaller Companies 7.99 % 30.29 % 110.98 % 8
Asia Pacific Including Japan 11.77 % 30.62 % 70.95 % 9
North American Smaller Companies 12.49 % 31.38 % 83.74 % 21
Global 12.66 % 32.66 % 63.74 % 298
UK Smaller Companies 7.23 % 35.6 % 65.38 % 78
China/Greater China 14.57 % 36.09 % 74.59 % 24
North America 13.91 % 38.11 % 86.23 % 135
Technology and Telecommunications 23.13 % 60.7 % 120.64 % 17
Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Private Equity -98.97 % -98.97 % -98.97 % 27
VCT Generalist Pre Qualifying -90.88 % -90.88 % N/A 7
VCT Generalist -74.18 % -74.18 % -74.18 % 46
Sector Specialist: Commodities & Natural Resources -0.68 % -10.41 % -21.55 % 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 16
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 2
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 4
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
VCT Specialist: Media, Leisure & Events 0.24 % 0.24 % 0.24 % 2
Sector Specialist: Liquidity Funds 1.34 % 0.83 % 2.26 % 2
Sector Specialist: Infrastructure 4 % 4 % 4 % 7
Global High Income 0.11 % 4.47 % 19.49 % 1
VCT AIM Quoted -15.15 % 14.72 % 31.98 % 8
Flexible Investment 3.98 % 15.09 % 29.19 % 28
Sector Specialist: Insurance & Reinsurance Strategies 15.58 % 15.58 % 15.58 % 6
Hedge Funds 3.67 % 17.43 % 24.2 % 11
Global Smaller Companies 9.74 % 17.54 % 64.49 % 6
Global Emerging Markets 5.53 % 19.06 % 27.15 % 16
UK Equity Income 9.63 % 22.08 % 32.33 % 30
North America 11.32 % 25.14 % 61.7 % 7
Country Specialists: Latin America 20.36 % 26.14 % 25.14 % 1
UK Equity & Bond Income 7.68 % 26.32 % 45.15 % 3
UK All Companies 7.84 % 26.63 % 36.58 % 13
UK Smaller Companies 5.63 % 29.12 % 37.2 % 25
Latin America 14.39 % 30.55 % 0.31 % 2
Country Specialists: Asia Pacific 14.67 % 31.15 % 68.86 % 12
Sector Specialist: Environmental 11.16 % 31.61 % 72.55 % 4
Property Direct - Asia Pacific 32.61 % 32.61 % 32.61 % 6
Global Equity Income 15.73 % 33.86 % 65.76 % 6
North American Smaller Companies 5.95 % 37.27 % 85.39 % 2
Japan 11.19 % 37.65 % 90.74 % 6
Global 9.53 % 41.64 % 75.14 % 16
Europe 13.9 % 41.73 % 63.03 % 8
European Smaller Companies 11.3 % 43.67 % 97.6 % 4
Sector Specialist: Financials 4.2 % 50.06 % 72.3 % 5
Property Direct - Europe -0.51 % 54.72 % 54.72 % 10
VCT Specialist: Technology 55.47 % 55.47 % 55.47 % 4
Sector Specialist: Biotechnology & Healthcare 35.05 % 55.78 % 104.83 % 9
European Emerging Markets 30.96 % 56.26 % 87.87 % 1
VCT Specialist: Environmental 60.46 % 60.46 % 60.46 % 9
Japanese Smaller Companies 11.15 % 60.61 % 139.15 % 4
Sector Specialist: Utilities 25.74 % 72.08 % 46.59 % 3
Property Securities 21.81 % 72.41 % 89.19 % 1
Sector Specialist: Forestry & Timber 73.39 % 73.39 % 73.39 % 1
Country Specialists: Europe 44.16 % 77.12 % 145.48 % 1
VCT Specialist: Healthcare & Biotechnology 274.72 % 274.72 % 274.72 % 1

Data provided by Morningstar.

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