Fund & Investment Trust Sectors

Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Volatility Managed N/A N/A N/A 134
Short Term Money Market 0.33 % 0.6 % 0.8 % 7
Money Market 0.41 % 0.86 % 1.4 % 8
Specialist 7.43 % 7.84 % 32.65 % 180
UK Direct Property 4.27 % 9.68 % 32.54 % 38
£ Strategic Bond -2.22 % 10.36 % 19 % 117
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 109
UK Gilts 0.28 % 11.3 % 29.12 % 30
£ Corporate Bond -1.82 % 11.92 % 24.8 % 143
Mixed Investment 0-35% Shares -2.09 % 12.56 % 19.41 % 60
UK Equity Income -7.66 % 14.32 % 26.35 % 147
UK Equity And Bond Income -5.12 % 15.63 % 25.79 % 13
£ High Yield -2.22 % 15.93 % 18.32 % 59
Mixed Investment 20-60% Shares -2.83 % 16.25 % 23.69 % 182
UK All Companies -7.81 % 18.68 % 26.01 % 325
Global Bonds 0.75 % 21.05 % 23.28 % 97
Property 5.76 % 22.49 % 42.3 % 43
Mixed Investment 40-85% Shares -2.71 % 23.41 % 32.58 % 148
UK Smaller Companies -8.86 % 25.15 % 43.21 % 74
Flexible Investment -2.86 % 25.33 % 33.42 % 115
Unclassified Sector 14 % 26.13 % 42.63 % 82
UK Index Linked Gilts 2.82 % 27.23 % 51.27 % 16
Europe Including UK -5.98 % 28.55 % 38.7 % 23
Global Emerging Markets Bond -3.17 % 29.27 % 22.14 % 40
Europe Excluding UK -8.65 % 31.04 % 40.59 % 163
European Smaller Companies -10.61 % 32.01 % 53.15 % 20
Japan -6.24 % 40.83 % 61.78 % 73
Global Equity Income -0.6 % 41.47 % 52.7 % 90
Global 0.11 % 45.97 % 58.07 % 276
China/Greater China -8.26 % 53.66 % 61.43 % 24
Asia Pacific Including Japan -4.54 % 54.7 % 64.55 % 8
Asia Pacific Excluding Japan -5.82 % 54.93 % 56.34 % 105
Global Emerging Markets -7.07 % 55.49 % 39.12 % 99
North American Smaller Companies 3.27 % 57.15 % 73.9 % 18
North America 6.11 % 58.46 % 91.25 % 124
Japanese Smaller Companies -4.95 % 64.86 % 98.74 % 8
Technology and Telecommunications 6.72 % 70.95 % 107.86 % 19
Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Sector Specialist: Insurance & Reinsurance Strategies -68.15 % -78.13 % -66.1 % 6
VCT Specialist: Media, Leisure & Events -21.1 % -57.64 % -58.49 % 2
Sector Specialist: Litigation -59.15 % -41.95 % -75.09 % 1
VCT Specialist: Healthcare & Biotechnology -1.15 % -18.87 % -42.67 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 18
UK Smaller Companies -10.53 % -2.07 % 19.68 % 20
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 10
VCT Generalist Pre Qualifying 0.4 % N/A N/A 8
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: Liquidity Funds 0.93 % 0.43 % 1.66 % 2
Sector Specialist: Infrastructure 8.33 % 6.24 % 9.47 % 8
Global High Income -13.07 % 7.62 % 23.72 % 2
Global Smaller Companies -0.68 % 10.95 % 47.25 % 5
UK Equity Income -7.11 % 13.03 % 23.06 % 28
UK All Companies -6.6 % 13.78 % 31.05 % 15
Property Specialist -1.23 % 15.31 % 41.64 % 18
Sector Specialist: Utilities 25.88 % 15.64 % 15.64 % 3
UK Equity & Bond Income -10.17 % 17 % 31.98 % 6
Country Specialists: Other 34.74 % 19.51 % 42.76 % 4
Sector Specialist: Debt 2.4 % 21.92 % 18.63 % 40
Flexible Investment -4.23 % 22.45 % 26.32 % 26
Private Equity -7.63 % 22.62 % 16.66 % 30
Property Direct - Asia Pacific -5.03 % 24.57 % 49.54 % 5
Hedge Funds 8.29 % 24.93 % 28.1 % 12
VCT Specialist: Environmental 2.67 % 26.86 % 64.42 % 9
VCT Generalist 9.36 % 28.29 % 52 % 48
Europe -8.44 % 28.81 % 49.92 % 8
Sector Specialist: Biotechnology & Healthcare 4.03 % 34.9 % 109.01 % 8
European Smaller Companies -14.63 % 35.35 % 65.65 % 4
VCT AIM Quoted 0.2 % 37.35 % 54.97 % 8
Japan -7.55 % 42.31 % 84.42 % 6
Sector Specialist: Commodities & Natural Resources -28.01 % 42.59 % -41.67 % 10
Global Equity Income -5.58 % 42.92 % 41.83 % 7
VCT Specialist: Technology 36.74 % 43.41 % 34.86 % 4
Asia Pacific - Including Japan -8.46 % 43.8 % 45.34 % 1
Property Securities 3.39 % 44.49 % -99.26 % 1
Sector Specialist: Small Media, Comms & IT Cos -7.17 % 49.66 % 63.69 % 1
Sector Specialist: Environmental -0.84 % 50.99 % 65.72 % 4
Global -0.04 % 51.71 % 68.77 % 22
Property Direct - Europe 52.13 % 52.13 % 52.13 % 10
Global Emerging Markets -6.47 % 52.99 % 25.87 % 16
Asia Pacific - Excluding Japan -3.66 % 53.65 % 35.28 % 18
North America 0.59 % 56.04 % 57.78 % 7
Country Specialists: Asia Pacific -8.29 % 59.34 % 102.43 % 12
North American Smaller Companies 5.96 % 67.99 % 62.76 % 3
Latin America -3.97 % 68.01 % -13.3 % 2
Country Specialists: Latin America -7.11 % 69.97 % -3 % 1
European Emerging Markets -6.25 % 74.41 % 21.68 % 1
Japanese Smaller Companies -2.47 % 78.21 % 126.96 % 4
Sector Specialist: Forestry & Timber 30.94 % 82.31 % -62.38 % 1
Sector Specialist: Tech Media & Telecomm 11.03 % 104.62 % 51.18 % 4
Country Specialists: Europe 9.26 % 106.97 % 37.92 % 1
Sector Specialist 9.17 % 109.6 % -81.06 % 1
Sector Specialist: Financials -8.85 % 115.53 % 20.8 % 5

Data provided by Morningstar.

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