Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA North American Smaller Companies -1.38 15.91 -6.34 10.80 61.26 76.91
IA Japan -0.96 5.28 -9.59 -4.75 36.50 72.91
IA Sterling High Yield -0.48 3.42 -0.67 0.88 15.05 15.30
IA Asia Pacific Including Japan -0.45 7.16 -2.95 -0.96 46.72 74.91
IA Short Term Money Market -0.03 0.14 0.26 0.41 0.62 0.81
IA Japanese Smaller Companies 0.02 6.28 -11.34 -8.35 46.37 100.61
IA Money Market 0.08 0.20 0.37 0.59 0.99 1.13
IA UK Direct Property 0.10 0.60 0.86 3.66 12.47 33.56
IA Targeted Absolute Return 0.33 1.61 -0.81 -1.26 4.19 7.45
IA Mixed Investment 0-35% Shares 0.68 3.51 0.68 2.25 12.60 18.79
IA Unclassified 0.69 5.43 -0.84 3.22 22.49 31.49
IA Global Emerging Markets Bond 0.76 3.25 6.65 3.80 20.89 29.83
IA Flexible Investment 0.76 6.62 -1.71 2.33 26.65 35.27
IA Volatility Managed 0.76 5.83 -0.19 3.28 21.67 33.35
IA Global Bonds 0.81 1.08 1.59 3.96 14.33 23.37
IA Mixed Investment 20-60% Shares 0.83 5.09 -0.23 2.60 17.62 24.54
IA North America 0.94 12.59 -2.73 12.17 53.90 87.83
IA Global Equity Income 0.94 8.59 -1.36 7.73 34.71 49.64
IA Mixed Investment 40-85% Shares 0.96 6.80 -1.23 3.70 24.80 33.87
IA Asia Pacific Excluding Japan 1.10 9.24 1.85 0.93 48.71 66.34
IA Sterling Strategic Bond 1.14 3.43 2.14 1.95 12.62 18.26
IA Global 1.14 10.67 -2.46 7.11 44.23 60.19
IA Specialist 1.22 6.92 2.40 3.97 32.60 35.29
IA Global Emerging Markets 1.28 9.10 3.76 -3.17 45.57 52.88
IA UK Gilts 1.40 3.37 5.24 3.97 11.87 31.11
IA Sterling Corporate Bond 1.41 3.71 3.18 3.16 14.17 24.47
IA UK Equity Income 1.42 10.06 -2.41 4.80 21.25 29.39
IA UK Equity & Bond Income 1.44 8.12 -0.39 5.88 21.35 28.37
IA Property Other 1.51 8.29 3.36 10.13 20.43 45.16
IA European Smaller Companies 1.53 10.63 -10.78 -4.95 33.23 48.27
IA UK All Companies 1.60 10.54 -3.80 3.85 26.29 29.88
IA Europe Excluding UK 1.74 9.15 -6.02 0.03 32.14 38.22
IA UK Smaller Companies 1.97 8.48 -9.70 -2.98 34.61 41.24
IA Europe Including UK 2.03 10.42 -4.59 2.72 29.72 36.77
IA China/Greater China 2.53 14.24 2.56 -3.29 61.73 85.45
IA Technology & Telecommunications 3.40 16.43 2.33 15.50 86.24 114.48
IA UK Index Linked Gilts 3.92 5.88 9.42 7.28 28.57 55.94
IA Not yet assigned - - - - - -