Fund & Investment Trust Sectors

Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Volatility Managed N/A N/A N/A 161
Short Term Money Market 0.49 % 0.76 % 1.02 % 7
Money Market 0.58 % 1.01 % 1.55 % 4
Specialist 7.43 % 7.84 % 32.65 % 185
UK Direct Property 1.85 % 8.06 % 27.68 % 38
UK Gilts 2.63 % 9.58 % 28.05 % 30
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
£ Strategic Bond 2.2 % 12.77 % 19.91 % 118
Mixed Investment 0-35% Shares 2.59 % 12.93 % 21.39 % 52
£ Corporate Bond 2.68 % 13.93 % 25.5 % 144
Global Bonds 4.92 % 14.59 % 24.07 % 97
£ High Yield 2.73 % 17.8 % 20.6 % 59
Mixed Investment 20-60% Shares 3.44 % 17.84 % 27.3 % 174
Global Emerging Markets Bond 2.69 % 18.02 % 26.28 % 40
UK Equity And Bond Income 4.1 % 20.76 % 32.06 % 11
UK Equity Income 3 % 21.46 % 35.19 % 148
Property 5.76 % 22.49 % 42.3 % 46
UK Index Linked Gilts 6.23 % 25.36 % 46.71 % 16
Mixed Investment 40-85% Shares 5.5 % 25.8 % 38.71 % 143
Unclassified Sector 14 % 26.13 % 42.63 % 84
Flexible Investment 4.64 % 27.06 % 39.62 % 109
UK All Companies 2.93 % 27.65 % 36.94 % 334
Europe Including UK 4.06 % 32.32 % 45.99 % 17
Europe Excluding UK 1.19 % 33.23 % 46.25 % 164
Japan -1.97 % 36.02 % 77.6 % 74
Global Equity Income 10.1 % 36.04 % 57.74 % 89
European Smaller Companies -2.19 % 36.88 % 59.71 % 20
UK Smaller Companies -1.64 % 37.54 % 49.66 % 78
Japanese Smaller Companies -6.05 % 44.91 % 109.11 % 8
Global 9.73 % 45.08 % 67.85 % 281
Global Emerging Markets 3.56 % 47.4 % 55.09 % 99
Asia Pacific Including Japan 4.08 % 49.22 % 79.03 % 8
Asia Pacific Excluding Japan 5.84 % 51.27 % 69.27 % 109
North America 16.41 % 55.66 % 102.62 % 130
North American Smaller Companies 13.99 % 59.54 % 91.15 % 19
China/Greater China 5.49 % 67.09 % 97.41 % 24
Technology and Telecommunications 19.67 % 87.42 % 133.65 % 19
Sector Perf. 1Y Perf. 3Y Sort descending Perf. 5Y Funds
Sector Specialist: Insurance & Reinsurance Strategies 6.85 % -94.38 % -93.31 % 7
VCT Specialist: Media, Leisure & Events -32.6 % -63.48 % -68.32 % 2
VCT Specialist: Healthcare & Biotechnology -15.44 % -11.57 % -29.26 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 16
Sector Specialist: Infrastructure - Renewable Energy N/A N/A N/A 11
VCT Generalist Pre Qualifying -1.41 % N/A N/A 5
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 % 0.92 % 1.34 % 2
Sector Specialist: Infrastructure 14.16 % 3.92 % 18.48 % 8
Sector Specialist -13.52 % 6.84 % -71.87 % 1
Sector Specialist: Commodities & Natural Resources -24.75 % 8.93 % -42.07 % 10
Property Direct - Asia Pacific -17.37 % 9.28 % 28.52 % 5
VCT AIM Quoted -19.28 % 17.4 % 19.67 % 8
UK Smaller Companies -1.75 % 18.27 % 28.08 % 20
Sector Specialist: Debt -1.18 % 18.28 % 13.76 % 38
Global High Income 0.37 % 22.77 % 32.01 % 2
Hedge Funds 10.99 % 22.86 % 27.92 % 11
UK Equity Income 3.25 % 23.19 % 32.52 % 28
VCT Specialist: Technology -0.14 % 23.71 % 95.43 % 4
VCT Generalist 8.68 % 23.87 % 45.78 % 51
Property Direct - Europe -2.7 % 24.84 % -4.12 % 11
Property Specialist 7.46 % 24.94 % 55.85 % 17
UK All Companies N/A 25.65 % 30.73 % 14
Flexible Investment 3.53 % 26.34 % 32.51 % 27
Private Equity 0.03 % 27.07 % 23.5 % 31
VCT Specialist: Environmental 4.37 % 27.58 % 44.78 % 9
UK Equity & Bond Income 1.62 % 31.56 % 42.85 % 6
Country Specialists: Other 39.94 % 32.31 % 33.7 % 3
Sector Specialist: Utilities 33.84 % 33.74 % 33.74 % 3
Global Smaller Companies 6.06 % 35.33 % 54.35 % 5
Sector Specialist: Biotechnology & Healthcare 10.43 % 35.48 % 107.5 % 8
Europe 2.66 % 37.67 % 50.77 % 8
Property Securities 2.85 % 40.15 % 62.27 % 1
Asia Pacific - Including Japan 3.47 % 40.3 % 65.24 % 1
Country Specialists: Latin America -1.3 % 41.55 % 0.58 % 1
Japan -4.83 % 42.82 % 108.26 % 6
European Smaller Companies -1.73 % 43.24 % 68.81 % 4
Global Emerging Markets 1.81 % 45.07 % 39.29 % 15
Global Equity Income 5.75 % 45.45 % 56.07 % 7
Latin America 4.35 % 51.93 % -6.83 % 2
North America 13.27 % 52.24 % 73.03 % 7
Asia Pacific - Excluding Japan 8.8 % 54.24 % 72.8 % 18
Sector Specialist: Environmental 10.75 % 54.35 % 70.33 % 4
Global 7.91 % 60.54 % 82.59 % 21
Country Specialists: Asia Pacific -0.27 % 61.42 % 103.66 % 12
European Emerging Markets 11.36 % 68.17 % 58.77 % 1
North American Smaller Companies 16.92 % 69.09 % 73.64 % 3
Japanese Smaller Companies -5.29 % 80.05 % 141.93 % 4
Country Specialists: Europe 24.22 % 82.12 % 75.32 % 1
Sector Specialist: Small Media, Comms & IT Cos 7.65 % 86.32 % 93.63 % 2
Sector Specialist: Forestry & Timber 25.19 % 96.73 % -55.78 % 1
Sector Specialist: Tech Media & Telecomm 20.17 % 140.28 % 220.55 % 4
Sector Specialist: Financials 2.24 % 189.67 % 34.29 % 5

Data provided by Morningstar.

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