Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA UK Index Linked Gilts -3.84 -4.58 2.30 6.62 10.37 41.96
IA UK Gilts -1.91 -1.54 5.21 9.04 12.19 27.30
IA Global Bonds -0.98 -4.24 3.95 6.96 8.64 25.15
IA Property Other -0.72 0.71 10.88 13.63 26.57 43.26
IA Global Emerging Markets Bond -0.59 -3.73 6.51 11.28 13.26 28.44
IA UK Direct Property -0.33 -0.23 -0.39 0.12 14.09 24.34
IA Short Term Money Market 0.03 0.11 0.23 0.50 0.85 1.11
IA Standard Money Market 0.06 0.15 0.34 0.73 1.25 1.54
IA Targeted Absolute Return 0.08 0.12 1.70 2.30 4.65 8.35
IA Mixed Investment 0-35% Shares 0.12 0.05 3.34 5.81 10.49 19.69
IA Sterling Strategic Bond 0.28 0.47 3.88 7.21 12.25 19.91
IA Sterling Corporate Bond 0.32 -0.02 4.48 8.01 13.32 24.24
IA Sterling High Yield 0.60 1.27 3.10 5.72 14.32 21.18
IA Unclassified 0.84 0.42 4.36 7.51 17.57 33.43
IA Mixed Investment 20-60% Shares 0.97 0.71 4.01 6.54 14.09 25.98
IA Volatility Managed 0.98 0.92 4.93 7.90 16.97 32.95
IA Specialist 1.16 -1.52 5.82 9.68 19.51 35.07
IA UK Equity & Bond Income 1.35 2.90 4.57 6.92 16.99 30.67
IA Mixed Investment 40-85% Shares 1.42 0.81 5.03 8.38 20.25 37.22
IA Flexible Investment 1.46 0.62 4.91 7.96 20.29 37.56
IA Global Equity Income 2.04 0.89 7.52 10.50 27.66 53.09
IA UK All Companies 2.10 3.92 2.99 7.31 22.02 36.89
IA Technology & Telecommunications 2.10 1.00 7.49 21.56 67.51 123.15
IA UK Equity Income 2.14 4.64 3.06 6.11 17.43 31.77
IA Global 2.32 0.03 7.36 12.16 34.46 65.33
IA North America 2.39 -0.68 7.85 12.41 41.46 86.44
IA Asia Pacific Excluding Japan 2.40 2.34 4.47 14.70 30.45 56.04
IA Europe Including UK 2.55 1.39 7.25 12.00 28.17 51.11
IA Global Emerging Markets 2.60 1.50 5.80 13.75 27.03 42.77
IA China/Greater China 2.68 4.64 5.76 18.03 38.17 70.79
IA Asia Pacific Including Japan 2.74 2.19 8.45 13.00 32.49 70.06
IA Europe Excluding UK 2.76 1.39 8.24 11.75 29.20 58.10
IA UK Smaller Companies 3.37 3.96 0.30 3.26 35.13 61.27
IA North American Smaller Companies 3.54 -1.06 5.44 10.64 38.74 86.72
IA European Smaller Companies 3.91 0.81 4.71 6.94 28.89 72.18
IA Japan 4.04 5.14 13.38 9.97 26.43 77.30
IA Japanese Smaller Companies 4.95 3.26 12.10 8.26 33.88 106.95
IA Not yet assigned - - - - - -