Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA China/Greater China -6.44 2.62 8.20 -8.22 66.86 86.65
IA Global Emerging Markets -5.12 -0.23 4.78 -4.52 47.16 40.86
IA Asia Pacific Excluding Japan -4.88 0.75 6.16 -3.21 51.38 58.00
IA Asia Pacific Including Japan -2.43 1.53 4.80 -3.31 50.75 71.99
IA UK Equity Income -1.66 2.84 5.03 -3.56 22.10 28.80
IA UK Equity & Bond Income -1.40 1.80 4.07 -1.10 20.29 26.38
IA Specialist -1.09 0.76 4.44 0.87 30.26 32.05
IA Japanese Smaller Companies -0.99 0.88 -1.07 -10.97 44.00 107.99
IA European Smaller Companies -0.94 4.55 5.37 -6.53 36.45 57.10
IA UK All Companies -0.92 4.64 6.56 -3.09 28.68 33.78
IA Japan -0.74 1.05 0.50 -7.49 39.22 76.69
IA Flexible Investment -0.65 2.20 4.17 0.21 28.55 36.52
IA Volatility Managed -0.60 1.85 3.95 0.93 22.31 32.40
IA Unclassified -0.44 2.15 3.94 1.08 23.78 31.92
IA Europe Excluding UK -0.38 5.00 6.05 -2.62 35.79 43.94
IA Sterling High Yield -0.29 2.47 3.76 3.12 16.04 16.56
IA Mixed Investment 40-85% Shares -0.29 2.71 4.65 1.23 26.64 35.36
IA Technology & Telecommunications -0.26 5.44 14.13 13.27 95.73 140.12
IA Global Equity Income -0.26 3.36 4.99 5.25 38.17 51.06
IA Mixed Investment 20-60% Shares -0.25 1.97 3.66 0.93 18.36 24.37
IA Europe Including UK -0.14 4.96 7.17 -0.76 33.35 41.28
IA Targeted Absolute Return -0.02 0.69 1.17 -1.08 4.38 8.80
IA Short Term Money Market 0.06 0.06 0.27 0.47 0.70 0.92
IA Standard Money Market 0.06 0.20 0.39 0.64 1.05 1.23
IA UK Direct Property 0.13 0.36 0.54 2.82 12.83 31.94
IA Global 0.13 4.04 6.67 4.90 48.89 66.44
IA Mixed Investment 0-35% Shares 0.22 1.66 3.28 1.61 12.99 18.50
IA Sterling Strategic Bond 0.38 2.29 4.04 3.23 12.35 17.31
IA Global Emerging Markets Bond 0.68 0.88 5.79 5.95 21.48 26.37
IA Sterling Corporate Bond 0.96 2.40 4.64 4.20 13.30 22.90
IA North American Smaller Companies 1.10 2.84 6.87 8.12 69.19 102.24
IA Global Bonds 1.48 2.10 3.95 5.29 15.87 24.96
IA North America 1.51 4.50 6.87 11.50 61.33 103.18
IA UK Smaller Companies 1.95 7.93 5.55 -4.18 40.28 55.64
IA UK Gilts 1.96 1.40 5.28 5.36 10.96 28.38
IA UK Index Linked Gilts 3.02 4.07 6.74 10.16 29.76 49.09
IA Property Other 3.33 4.39 9.26 9.90 23.74 45.47
IA Not yet assigned - - - - - -