Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA Global EM Bonds - Local Currency -2.06 -2.15 6.47 -2.75 0.32 34.84
IA UK Equity & Bond Income -1.57 -2.46 3.91 -11.66 -8.10 10.22
IA Global EM Bonds - Blended -1.17 -0.45 10.30 1.49 5.81 39.59
IA Property Other -1.12 1.25 6.03 -10.87 4.10 20.71
IA UK Equity Income -1.05 -2.42 4.95 -15.97 -14.81 3.31
IA Global EM Bonds - Hard Currency -0.66 0.03 11.43 2.28 10.41 47.47
IA Europe Excluding UK -0.64 0.98 21.69 7.48 6.95 53.25
IA UK All Companies -0.32 -0.01 9.44 -10.42 -8.01 15.01
IA Europe Including UK -0.23 1.06 18.67 5.87 7.98 44.75
IA Global Bonds -0.07 0.15 5.64 5.47 10.90 34.25
IA UK Gilts -0.07 -0.53 -0.12 7.24 18.39 30.99
IA Sterling Corporate Bond -0.06 1.14 5.38 5.62 13.38 28.46
IA Sterling Strategic Bond -0.06 1.50 6.66 4.54 10.85 23.83
IA Short Term Money Market -0.01 -0.02 0.01 0.23 0.99 1.20
IA Sterling High Yield -0.00 3.08 10.09 0.94 6.25 22.33
IA Standard Money Market 0.02 0.06 0.25 0.55 1.64 2.00
IA Specialist 0.02 1.45 15.33 3.14 7.00 45.09
IA UK Direct Property 0.03 -0.13 -1.87 -3.81 2.76 10.26
IA Mixed Investment 0-35% Shares 0.18 0.92 6.38 2.29 6.25 20.40
IA Japan 0.27 4.75 16.52 9.44 13.32 69.77
IA Targeted Absolute Return 0.30 1.24 4.53 1.02 1.35 6.67
IA UK Index Linked Gilts 0.31 0.53 4.48 8.60 19.93 48.69
IA Mixed Investment 20-60% Shares 0.37 1.34 9.08 1.35 5.26 24.21
IA Volatility Managed 0.66 1.68 10.22 2.45 7.84 32.04
IA Unclassified 0.82 2.10 11.39 4.25 9.90 34.64
IA Global Equity Income 0.84 1.49 12.77 1.51 9.55 50.40
IA Mixed Investment 40-85% Shares 0.96 2.03 12.33 3.49 9.19 35.98
IA Flexible Investment 1.15 2.70 13.52 4.84 9.37 39.25
IA Global Emerging Markets 1.54 4.21 22.16 8.22 5.73 65.70
IA European Smaller Companies 1.58 7.49 31.32 14.87 8.71 66.05
IA UK Smaller Companies 1.72 7.78 18.93 2.06 2.87 41.11
IA Asia Pacific Excluding Japan 2.13 5.65 22.15 14.52 16.89 82.35
IA China/Greater China 2.59 5.65 26.56 33.53 35.00 116.79
IA Japanese Smaller Companies 2.60 10.82 27.81 15.47 21.02 105.88
IA Global 3.25 4.74 20.47 14.38 27.09 80.77
IA Asia Pacific Including Japan 3.27 9.10 26.62 22.06 29.00 101.13
IA North America 4.99 5.44 20.08 17.85 40.97 106.29
IA North American Smaller Companies 7.67 9.65 33.25 16.55 35.66 106.95
IA Technology & Telecommunications 7.83 9.58 33.40 45.32 84.10 199.77
IA Not yet assigned - - - - - -