Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA India/Indian Subcontinent -4.68 -11.24 -5.36 -3.18 33.57 36.23
IA Short Term Money Market 0.21 0.70 1.08 1.36 1.29 2.17
IA USD Government Bond 0.25 -3.72 -3.27 2.86 1.13 22.38
IA Standard Money Market 0.30 0.89 1.37 1.69 1.96 3.22
IA Healthcare 0.54 -1.92 0.85 8.30 26.80 61.36
IA UK Direct Property 0.59 -2.79 -10.07 -6.07 -0.98 2.70
IA Targeted Absolute Return 1.00 2.33 2.15 0.88 6.71 7.72
IA USD Mixed Bond 1.04 -1.37 -1.51 1.85 0.89 18.13
IA Global Government Bond 1.63 2.04 -1.55 -3.33 -6.93 3.19
IA Global Inflation Linked Bond 1.64 1.36 -4.02 -4.79 2.04 9.17
IA USD Corporate Bond 1.75 -0.13 -0.00 3.76 1.66 24.16
IA Japanese Smaller Companies 1.81 5.86 4.62 4.75 12.94 9.52
IA Infrastructure 2.06 2.57 -2.00 7.05 12.24 44.45
IA Global EM Bonds - Hard Currency 2.20 5.96 4.58 -3.20 -6.73 9.30
IA USD High Yield Bond 2.32 -0.38 -0.04 1.49 6.50 23.41
IA Global Mixed Bond 2.44 4.37 1.83 -1.21 -1.11 8.84
IA Global Corporate Bond 2.81 4.48 0.21 -3.48 -3.48 11.00
IA Specialist Bond 2.85 4.87 2.88 -0.98 -0.04 8.17
IA Global EM Bonds - Blended 2.88 5.15 5.95 -0.75 -3.95 5.51
IA Global High Yield Bond 2.91 2.79 2.28 0.88 5.42 18.73
IA Mixed Investment 0-35% Shares 3.05 4.95 -0.71 -5.79 -1.99 4.27
IA Sterling Strategic Bond 3.43 6.30 -0.02 -6.24 -2.40 5.72
IA UK Gilts 3.50 1.99 -10.67 -18.09 -21.37 -9.88
IA Mixed Investment 20-60% Shares 3.51 6.04 1.01 -3.68 4.65 11.51
IA Global EM Bonds - Local Currency 3.58 5.38 8.22 4.46 -3.02 2.55
IA EUR Corporate Bond 3.65 6.01 3.23 -2.55 -4.87 -3.00
IA Global Equity Income 3.70 6.67 6.03 5.63 26.97 42.84
IA Japan 3.75 6.59 4.39 1.60 13.23 15.18
IA Sterling High Yield 3.76 6.97 2.52 -5.35 0.50 8.05
IA EUR Mixed Bond 3.86 5.81 0.33 -7.82 -11.06 -5.76
IA Volatility Managed 3.86 6.16 1.00 -3.28 7.67 15.67
IA EUR Government Bond 3.95 4.10 -1.01 -6.61 -9.74 -3.95
IA Flexible Investment 4.03 6.34 2.71 -1.20 13.85 22.05
IA EUR High Yield Bond 4.08 7.80 8.20 0.23 2.50 7.00
IA Commodity/Natural Resources 4.09 1.34 10.15 20.18 66.19 69.88
IA Mixed Investment 40-85% Shares 4.14 6.63 1.83 -2.32 10.60 20.42
IA Sterling Corporate Bond 4.15 6.57 -3.00 -9.96 -9.32 0.33
IA Unclassified 4.18 6.24 1.76 -1.98 11.32 20.37
IA UK Smaller Companies 4.23 10.93 -0.88 -15.69 2.55 13.53
IA UK Equity Income 4.78 12.83 6.29 3.16 13.03 20.61
IA UK Index Linked Gilts 4.85 3.61 -16.77 -30.46 -24.26 -13.22
IA Specialist 5.18 5.85 6.25 3.63 16.75 25.18
IA UK All Companies 5.28 12.51 5.08 -0.96 9.32 17.83
IA Asia Pacific Including Japan 5.34 12.67 5.02 0.07 24.83 29.10
IA North America 6.10 2.73 0.99 3.25 37.64 72.03
IA Global Emerging Markets 6.25 10.82 7.21 -3.05 9.69 7.70
IA Global 6.34 7.01 3.49 2.20 28.32 48.55
IA Asia Pacific Excluding Japan 6.52 15.61 7.96 3.71 26.05 27.73
IA Europe Including UK 7.01 14.43 10.01 4.29 25.35 34.99
IA China/Greater China 7.30 24.33 6.37 -3.31 14.29 10.79
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