Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA UK Smaller Companies -1.37 -0.05 6.96 -7.39 43.62 56.06
IA UK Direct Property -0.02 0.29 0.69 2.02 20.03 29.52
IA Short Term Money Market 0.04 0.12 0.25 0.49 0.72 0.98
IA Standard Money Market 0.07 0.20 0.41 0.73 1.13 1.38
IA UK Index Linked Gilts 0.14 6.21 11.47 9.04 19.37 55.67
IA UK All Companies 0.57 0.02 8.59 -2.24 25.18 35.99
IA Targeted Absolute Return 0.64 1.28 2.54 0.58 4.87 9.62
IA UK Equity Income 0.68 -0.71 7.00 -2.10 19.16 31.37
IA Sterling High Yield 0.78 1.39 5.43 4.58 15.06 18.14
IA Mixed Investment 0-35% Shares 0.96 2.57 5.83 3.34 10.75 21.26
IA Property Other 0.97 5.83 11.17 9.79 23.38 46.38
IA UK Gilts 1.01 4.94 6.84 5.55 6.27 32.16
IA Sterling Strategic Bond 1.04 2.72 6.01 5.39 11.39 19.66
IA Mixed Investment 20-60% Shares 1.35 2.41 7.02 2.94 15.51 27.51
IA Sterling Corporate Bond 1.37 3.53 7.07 6.05 10.88 26.00
IA UK Equity & Bond Income 1.39 1.17 7.73 1.16 18.09 30.81
IA Europe Excluding UK 1.50 4.24 13.06 0.78 32.65 54.58
IA Global Bonds 1.58 5.34 7.33 7.14 11.76 30.50
IA Volatility Managed 1.62 2.79 8.13 3.60 19.12 35.89
IA Japan 1.68 3.89 7.38 -2.07 29.14 71.78
IA Europe Including UK 1.74 3.86 13.02 1.73 31.28 49.09
IA Mixed Investment 40-85% Shares 1.77 3.32 9.62 3.56 22.90 40.11
IA Unclassified 1.82 3.27 8.69 3.54 20.92 36.43
IA Flexible Investment 2.02 3.12 9.15 2.91 24.07 41.04
IA European Smaller Companies 2.15 3.01 11.28 -4.86 35.15 67.47
IA North American Smaller Companies 2.23 6.41 15.59 4.29 50.04 108.89
IA Global Equity Income 2.23 5.03 12.71 7.70 29.96 57.86
IA Japanese Smaller Companies 2.67 4.67 7.36 -4.96 33.31 97.89
IA Global 2.73 5.96 14.76 6.93 40.29 73.55
IA Specialist 2.83 5.61 9.96 7.24 24.57 38.46
IA North America 3.08 7.54 16.46 10.11 50.05 108.28
IA Global Emerging Markets Bond 3.15 7.98 10.05 11.77 16.44 34.92
IA Asia Pacific Including Japan 3.34 4.93 12.62 4.74 39.79 78.11
IA Global Emerging Markets 3.54 3.22 11.07 6.98 34.18 49.70
IA Asia Pacific Excluding Japan 3.66 2.80 12.54 6.19 38.12 66.73
IA China/Greater China 4.17 -0.71 14.07 1.44 49.88 86.92
IA Technology & Telecommunications 4.72 5.45 19.28 12.07 77.70 143.46
IA Not yet assigned - - - - - -