Fund & Investment Trust Sectors

Sector Perf. 1Y Perf. 3Y Perf. 5Y Sort descending 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
£ Strategic Bond 2.2 % 12.77 % 19.91 % 118
Targeted Absolute Return 6.35 % 11.11 % 20.27 % 106
£ High Yield 2.73 % 17.8 % 20.6 % 59
Mixed Investment 0-35% Shares 2.59 % 12.93 % 21.39 % 52
Global Bonds 4.92 % 14.59 % 24.07 % 97
£ Corporate Bond 2.68 % 13.93 % 25.5 % 144
Global Emerging Markets Bond 2.69 % 18.02 % 26.28 % 40
Mixed Investment 20-60% Shares 3.44 % 17.84 % 27.3 % 174
UK Direct Property 1.85 % 8.06 % 27.68 % 38
UK Gilts 2.63 % 9.58 % 28.05 % 30
UK Equity And Bond Income 4.1 % 20.76 % 32.06 % 11
Specialist 7.43 % 7.84 % 32.65 % 185
UK Equity Income 3 % 21.46 % 35.19 % 148
UK All Companies 2.93 % 27.65 % 36.94 % 334
Mixed Investment 40-85% Shares 5.5 % 25.8 % 38.71 % 143
Flexible Investment 4.64 % 27.06 % 39.62 % 109
Property 5.76 % 22.49 % 42.3 % 46
Unclassified Sector 14 % 26.13 % 42.63 % 84
Europe Including UK 4.06 % 32.32 % 45.99 % 17
Europe Excluding UK 1.19 % 33.23 % 46.25 % 164
UK Index Linked Gilts 6.23 % 25.36 % 46.71 % 16
UK Smaller Companies -1.64 % 37.54 % 49.66 % 78
Global Emerging Markets 3.56 % 47.4 % 55.09 % 99
Global Equity Income 10.1 % 36.04 % 57.74 % 89
European Smaller Companies -2.19 % 36.88 % 59.71 % 20
Global 9.73 % 45.08 % 67.85 % 281
Asia Pacific Excluding Japan 5.84 % 51.27 % 69.27 % 109
Japan -1.97 % 36.02 % 77.6 % 74
Asia Pacific Including Japan 4.08 % 49.22 % 79.03 % 8
North American Smaller Companies 13.99 % 59.54 % 91.15 % 19
China/Greater China 5.49 % 67.09 % 97.41 % 24
North America 16.41 % 55.66 % 102.62 % 130
Japanese Smaller Companies -6.05 % 44.91 % 109.11 % 8
Technology and Telecommunications 19.67 % 87.42 % 133.65 % 19
Sector Perf. 1Y Perf. 3Y Perf. 5Y Sort descending Funds
Sector Specialist: Insurance & Reinsurance Strategies 6.85 % -94.38 % -93.31 % 7
Sector Specialist -13.52 % 6.84 % -71.87 % 1
VCT Specialist: Media, Leisure & Events -32.6 % -63.48 % -68.32 % 2
Sector Specialist: Forestry & Timber 25.19 % 96.73 % -55.78 % 1
Sector Specialist: Commodities & Natural Resources -24.75 % 8.93 % -42.07 % 10
VCT Specialist: Healthcare & Biotechnology -15.44 % -11.57 % -29.26 % 1
Property Direct - UK -12.34 % -8.12 % -19.84 % 16
Latin America 4.35 % 51.93 % -6.83 % 2
Property Direct - Europe -2.7 % 24.84 % -4.12 % 11
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
Country Specialists: Latin America -1.3 % 41.55 % 0.58 % 1
Sector Specialist: Liquidity Funds 0.18 % 0.92 % 1.34 % 2
Sector Specialist: Debt -1.18 % 18.28 % 13.76 % 38
Sector Specialist: Infrastructure 14.16 % 3.92 % 18.48 % 8
VCT AIM Quoted -19.28 % 17.4 % 19.67 % 8
Private Equity 0.03 % 27.07 % 23.5 % 31
Hedge Funds 10.99 % 22.86 % 27.92 % 11
UK Smaller Companies -1.75 % 18.27 % 28.08 % 20
Property Direct - Asia Pacific -17.37 % 9.28 % 28.52 % 5
UK All Companies N/A 25.65 % 30.73 % 14
Global High Income 0.37 % 22.77 % 32.01 % 2
Flexible Investment 3.53 % 26.34 % 32.51 % 27
UK Equity Income 3.25 % 23.19 % 32.52 % 28
Country Specialists: Other 39.94 % 32.31 % 33.7 % 3
Sector Specialist: Utilities 33.84 % 33.74 % 33.74 % 3
Sector Specialist: Financials 2.24 % 189.67 % 34.29 % 5
Global Emerging Markets 1.81 % 45.07 % 39.29 % 15
UK Equity & Bond Income 1.62 % 31.56 % 42.85 % 6
VCT Specialist: Environmental 4.37 % 27.58 % 44.78 % 9
VCT Generalist 8.68 % 23.87 % 45.78 % 51
Europe 2.66 % 37.67 % 50.77 % 8
Global Smaller Companies 6.06 % 35.33 % 54.35 % 5
Property Specialist 7.46 % 24.94 % 55.85 % 17
Global Equity Income 5.75 % 45.45 % 56.07 % 7
European Emerging Markets 11.36 % 68.17 % 58.77 % 1
Property Securities 2.85 % 40.15 % 62.27 % 1
Asia Pacific - Including Japan 3.47 % 40.3 % 65.24 % 1
European Smaller Companies -1.73 % 43.24 % 68.81 % 4
Sector Specialist: Environmental 10.75 % 54.35 % 70.33 % 4
Asia Pacific - Excluding Japan 8.8 % 54.24 % 72.8 % 18
North America 13.27 % 52.24 % 73.03 % 7
North American Smaller Companies 16.92 % 69.09 % 73.64 % 3
Country Specialists: Europe 24.22 % 82.12 % 75.32 % 1
Global 7.91 % 60.54 % 82.59 % 21
Sector Specialist: Small Media, Comms & IT Cos 7.65 % 86.32 % 93.63 % 2
VCT Specialist: Technology -0.14 % 23.71 % 95.43 % 4
Country Specialists: Asia Pacific -0.27 % 61.42 % 103.66 % 12
Sector Specialist: Biotechnology & Healthcare 10.43 % 35.48 % 107.5 % 8
Japan -4.83 % 42.82 % 108.26 % 6
Japanese Smaller Companies -5.29 % 80.05 % 141.93 % 4
Sector Specialist: Tech Media & Telecomm 20.17 % 140.28 % 220.55 % 4

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.