Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA UK Index Linked Gilts -2.77 3.84 9.15 17.96 15.76 58.47
IA Global Bonds -2.14 1.95 7.34 9.11 10.79 29.24
IA Global Emerging Markets Bond -1.35 1.64 7.80 15.33 12.99 31.59
IA UK Gilts -0.57 4.60 8.23 13.01 9.16 34.96
IA Sterling Corporate Bond -0.22 2.51 5.51 8.60 10.19 26.29
IA Property Other -0.22 2.47 8.20 12.38 23.05 47.50
IA Specialist -0.20 0.60 5.34 8.29 20.20 32.92
IA North America -0.17 3.35 11.76 9.25 48.59 95.00
IA Asia Pacific Excluding Japan -0.13 0.50 4.87 7.89 27.78 55.58
IA Short Term Money Market 0.04 0.12 0.25 0.51 0.80 1.06
IA Standard Money Market 0.05 0.16 0.36 0.73 1.18 1.47
IA UK Direct Property 0.09 -0.25 0.07 1.02 16.02 26.60
IA Asia Pacific Including Japan 0.10 2.27 8.77 6.42 31.86 70.31
IA Mixed Investment 0-35% Shares 0.16 1.38 4.21 4.93 9.82 20.64
IA Targeted Absolute Return 0.16 0.48 1.68 1.01 4.29 8.29
IA Sterling Strategic Bond 0.17 1.76 4.68 6.81 10.80 20.21
IA Global 0.23 2.32 9.44 7.45 37.24 66.27
IA Technology & Telecommunications 0.35 4.31 10.72 13.84 67.72 128.36
IA China/Greater China 0.37 2.49 4.23 9.89 34.36 73.56
IA North American Smaller Companies 0.37 3.02 11.11 4.48 48.01 97.91
IA Japanese Smaller Companies 0.39 4.20 10.37 -2.27 33.26 98.58
IA Global Equity Income 0.70 2.19 8.15 7.57 28.66 52.68
IA Flexible Investment 0.71 1.69 5.48 4.11 21.16 36.97
IA Mixed Investment 20-60% Shares 0.72 1.59 4.39 4.39 13.81 25.98
IA Unclassified 0.74 1.83 5.44 4.83 18.44 33.72
IA Mixed Investment 40-85% Shares 0.81 1.70 5.88 4.93 20.35 36.85
IA Volatility Managed 0.83 1.91 5.24 5.26 17.42 33.54
IA Global Emerging Markets 0.95 -0.11 4.27 9.30 24.71 39.54
IA Europe Excluding UK 0.98 0.92 8.00 2.57 26.39 51.62
IA Sterling High Yield 1.19 1.60 3.99 4.80 14.61 20.19
IA European Smaller Companies 1.22 -0.36 5.20 -5.39 23.92 66.44
IA Europe Including UK 1.45 0.90 7.12 3.25 25.44 45.58
IA UK Equity & Bond Income 2.61 2.42 3.59 4.08 14.33 29.30
IA UK Smaller Companies 2.62 -2.16 2.23 -7.04 28.56 53.06
IA Japan 2.76 5.20 11.42 0.88 28.46 74.79
IA UK All Companies 3.49 0.80 3.24 0.82 19.45 32.62
IA UK Equity Income 3.68 0.84 1.63 0.64 13.57 28.15
IA Not yet assigned - - - - - -