Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA UK Index Linked Gilts -2.80 -2.31 -4.78 2.04 15.87 39.96
IA Global EM Bonds - Local Currency -1.41 2.95 0.97 -1.68 4.63 41.26
IA Global EM Bonds - Hard Currency -1.31 1.43 0.55 0.32 17.12 43.33
IA Global EM Bonds - Blended -1.24 2.14 1.03 0.67 10.71 40.96
IA UK Gilts -0.84 -0.10 -2.58 3.53 16.80 26.46
IA Global Bonds -0.67 -0.09 -0.28 4.58 13.47 30.51
IA UK Direct Property -0.04 -0.18 -0.34 -3.73 0.10 9.02
IA Short Term Money Market -0.01 -0.03 -0.05 0.06 0.92 1.13
IA Standard Money Market 0.00 0.02 0.07 0.37 1.61 1.99
IA Sterling Corporate Bond 0.03 2.68 2.91 4.89 15.13 31.49
IA Sterling Strategic Bond 0.30 3.14 3.94 5.10 13.37 29.18
IA Property Other 0.73 4.67 6.00 -9.93 8.33 26.81
IA Targeted Absolute Return 0.74 3.30 4.39 2.25 3.58 10.39
IA Mixed Investment 0-35% Shares 0.76 4.18 4.26 3.13 9.63 26.42
IA Sterling High Yield 0.95 5.32 7.85 4.00 11.69 33.74
IA UK Equity & Bond Income 1.11 11.07 9.50 -7.38 1.06 26.25
IA Mixed Investment 20-60% Shares 1.72 6.94 7.49 3.55 10.76 35.29
IA UK Equity Income 1.82 16.17 15.11 -9.29 -1.97 25.40
IA Europe Excluding UK 1.84 10.07 10.07 9.56 15.50 67.63
IA Europe Including UK 1.87 9.70 10.55 6.56 15.83 61.55
IA UK All Companies 2.02 15.29 16.67 -4.88 3.83 39.96
IA Unclassified 2.21 7.83 9.38 6.53 16.00 47.49
IA Volatility Managed 2.26 7.78 8.70 5.02 13.59 44.09
IA Specialist 2.30 9.35 10.66 6.46 15.52 68.83
IA Mixed Investment 40-85% Shares 2.49 8.86 10.19 5.68 16.06 51.20
IA European Smaller Companies 2.80 14.03 20.45 18.62 19.58 83.37
IA Flexible Investment 2.87 9.38 11.53 7.46 16.39 56.17
IA North America 2.93 8.14 13.80 15.08 45.79 120.32
IA Japanese Smaller Companies 3.14 6.74 18.60 15.91 17.15 112.08
IA Global Equity Income 3.35 9.93 11.31 3.57 18.27 67.24
IA Global 3.76 10.56 15.35 15.34 35.42 103.12
IA UK Smaller Companies 4.14 19.67 29.42 7.26 19.37 75.74
IA Japan 4.20 11.39 17.03 15.20 18.44 85.47
IA Technology & Telecommunications 5.16 15.09 24.90 41.52 101.35 239.01
IA North American Smaller Companies 5.75 21.28 31.71 28.10 61.07 157.15
IA Asia Pacific Including Japan 8.42 15.97 26.88 32.56 41.18 135.55
IA Global Emerging Markets 9.29 18.86 25.33 19.60 21.84 116.73
IA Asia Pacific Excluding Japan 10.22 18.36 26.56 26.86 34.36 126.57
IA China/Greater China 13.83 17.89 26.94 45.33 48.91 176.50
IA Not yet assigned - - - - - -