Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA UK Direct Property -0.38 -3.01 -2.65 -3.19 6.10 14.93
IA Short Term Money Market 0.01 0.05 0.19 0.43 1.01 1.27
IA Standard Money Market 0.07 0.15 0.34 0.68 1.56 1.90
IA UK Gilts 0.33 4.31 8.94 12.22 18.09 34.26
IA Sterling Corporate Bond 1.06 -1.00 1.51 5.68 10.03 22.76
IA Targeted Absolute Return 1.58 -1.42 -1.67 -0.23 -0.27 3.35
IA Sterling Strategic Bond 2.20 -1.83 0.11 3.88 7.94 17.24
IA Mixed Investment 0-35% Shares 2.58 -0.97 -1.45 1.64 3.94 13.73
IA China/Greater China 2.65 2.22 7.64 15.60 25.76 43.13
IA Global Bonds 3.42 0.49 3.74 4.88 9.78 29.45
IA Mixed Investment 20-60% Shares 3.52 -1.75 -4.04 -0.00 2.42 14.60
IA Property Other 3.61 -10.33 -12.94 -7.76 3.78 18.11
IA Volatility Managed 3.77 -0.81 -3.91 1.02 4.71 20.45
IA Asia Pacific Excluding Japan 4.06 -1.91 -3.58 0.76 7.38 37.10
IA Unclassified 4.08 -0.09 -2.78 1.93 6.24 22.19
IA Sterling High Yield 4.19 -5.89 -5.66 -1.97 2.15 12.06
IA Global Emerging Markets 4.43 -5.97 -7.56 -4.43 -0.71 25.14
IA UK Equity & Bond Income 4.63 -5.87 -12.48 -6.84 -7.44 6.80
IA UK Index Linked Gilts 4.72 4.52 10.02 7.97 17.80 47.65
IA Mixed Investment 40-85% Shares 4.86 -0.52 -4.17 1.08 5.57 22.13
IA Flexible Investment 5.00 -0.47 -3.84 1.40 5.51 22.32
IA UK Equity Income 5.22 -8.99 -17.03 -12.00 -13.55 -0.11
IA Global Equity Income 5.76 -1.58 -6.78 -0.50 5.75 32.82
IA Specialist 5.85 -2.34 -5.21 -1.99 3.88 24.68
IA UK All Companies 6.77 -6.29 -14.15 -9.01 -7.85 6.98
IA UK Smaller Companies 6.92 -7.56 -10.01 -7.16 0.52 30.56
IA Asia Pacific Including Japan 7.79 6.26 1.28 8.55 16.40 52.74
IA Europe Including UK 7.83 -0.86 -4.45 1.93 2.20 26.82
IA Global 7.91 3.58 -0.03 7.75 19.16 51.65
IA Global EM Bonds - Local Currency 8.00 -1.31 0.45 3.38 3.11 26.40
IA Global EM Bonds - Blended 8.29 -3.39 -0.10 1.82 4.63 28.53
IA Global EM Bonds - Hard Currency 8.37 -4.76 -1.13 0.65 7.48 38.92
IA Europe Excluding UK 8.50 0.70 -4.73 2.52 0.58 31.93
IA North America 8.52 5.19 2.14 11.68 31.40 75.86
IA Technology & Telecommunications 9.89 12.73 15.45 29.23 60.58 133.20
IA Japan 10.33 9.54 -0.89 10.76 12.95 48.48
IA European Smaller Companies 10.43 1.00 -3.60 1.77 -0.32 39.47
IA North American Smaller Companies 11.21 2.05 -3.05 5.65 22.76 66.87
IA Japanese Smaller Companies 13.50 15.18 -0.34 10.62 17.33 79.86
IA Not yet assigned - - - - - -