Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA UK Index Linked Gilts -3.39 1.26 -0.61 -0.00 24.37 47.36
IA Global Bonds -0.45 1.22 -0.04 0.89 17.17 23.02
IA UK Gilts -0.32 2.55 -0.55 1.51 10.98 28.10
IA UK Direct Property -0.21 0.31 1.26 3.74 12.68 35.44
IA Japan 0.04 -6.20 -8.80 -10.79 39.32 52.61
IA Short Term Money Market 0.04 0.12 0.23 0.35 0.54 0.71
IA Money Market 0.06 0.16 0.31 0.48 0.85 0.99
IA Sterling Corporate Bond 0.19 0.14 -0.81 -1.70 11.80 21.21
IA Mixed Investment 0-35% Shares 0.58 -0.36 -2.29 -2.60 12.68 15.76
IA Targeted Absolute Return 0.58 -0.75 -2.10 -3.21 2.96 6.78
IA Unclassified 0.60 -1.34 -4.73 -4.07 22.23 25.75
IA Sterling Strategic Bond 0.64 -0.08 -0.62 -1.96 11.40 16.31
IA Europe Excluding UK 0.69 -4.39 -11.86 -12.07 31.53 30.60
IA Japanese Smaller Companies 0.71 -7.42 -11.66 -10.56 59.69 79.62
IA Asia Pacific Including Japan 0.81 0.53 -7.28 -8.74 53.83 59.81
IA Global Equity Income 0.87 -1.94 -5.03 -4.44 38.67 41.82
IA Volatility Managed 0.92 -1.15 -4.10 -4.22 22.27 27.36
IA Mixed Investment 20-60% Shares 0.93 -1.14 -3.78 -4.00 17.76 19.98
IA Mixed Investment 40-85% Shares 1.01 -1.80 -5.59 -4.87 24.88 26.90
IA Flexible Investment 1.07 -1.95 -5.80 -5.61 27.35 28.23
IA China/Greater China 1.08 4.44 -12.40 -15.23 59.58 57.88
IA Property Other 1.09 1.85 -1.91 1.69 19.62 37.74
IA Sterling High Yield 1.27 -1.48 -0.88 -1.64 17.70 15.26
IA Europe Including UK 1.38 -3.81 -11.47 -10.55 27.88 26.76
IA Global 1.46 -2.74 -7.42 -4.09 46.75 49.48
IA Global Emerging Markets Bond 1.55 3.99 1.79 -0.63 29.15 27.22
IA UK Equity & Bond Income 1.70 -2.19 -6.85 -6.12 18.67 20.14
IA Asia Pacific Excluding Japan 1.71 4.42 -6.19 -8.82 57.28 55.18
IA North America 1.77 -3.89 -6.11 1.11 57.24 78.94
IA Specialist 1.89 1.00 -3.10 -3.90 42.23 29.27
IA Technology & Telecommunications 2.21 -0.38 -7.01 3.99 80.50 95.72
IA UK Equity Income 2.83 -3.14 -9.71 -8.53 19.05 20.20
IA UK All Companies 3.26 -3.33 -11.13 -8.94 24.88 19.86
IA Global Emerging Markets 3.35 5.31 -4.45 -10.78 60.65 40.45
IA UK Smaller Companies 3.61 -6.26 -13.93 -10.06 31.96 36.97
IA European Smaller Companies 3.61 -6.25 -15.58 -14.07 34.87 43.98
IA North American Smaller Companies 3.92 -5.48 -10.14 1.57 66.94 68.54
IA Not yet assigned - - - - - -