Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA Japanese Smaller Companies -3.55 25.25 -4.91 0.53 13.54 72.60
IA UK Equity Income -1.73 15.90 -20.32 -15.21 -10.18 4.19
IA UK All Companies -1.47 19.73 -17.51 -12.36 -4.26 11.51
IA Japan -1.28 18.49 -2.33 2.69 13.45 49.09
IA Global EM Bonds - Local Currency -1.08 12.39 -2.26 -2.86 4.28 30.89
IA UK Smaller Companies -1.06 22.85 -16.26 -6.43 3.61 31.73
IA UK Equity & Bond Income -0.89 12.65 -14.46 -10.37 -4.17 11.28
IA UK Direct Property -0.53 -1.58 -3.16 -3.80 5.04 13.54
IA Short Term Money Market 0.01 0.02 0.14 0.40 1.02 1.27
IA Standard Money Market 0.05 0.21 0.33 0.65 1.60 1.95
IA UK Gilts 0.22 1.91 7.73 9.26 19.86 35.43
IA Property Other 0.38 16.16 -10.75 -8.27 7.51 24.60
IA Targeted Absolute Return 0.40 4.56 -2.11 -0.82 0.76 4.72
IA Sterling High Yield 0.71 12.12 -5.18 -2.41 4.08 15.39
IA Global Equity Income 0.80 17.10 -7.25 -4.85 9.35 41.87
IA Mixed Investment 0-35% Shares 0.83 8.11 -1.47 0.34 6.06 17.51
IA Mixed Investment 20-60% Shares 0.85 11.42 -4.37 -1.74 4.99 19.20
IA Mixed Investment 40-85% Shares 0.98 15.25 -4.67 -1.68 8.85 28.06
IA Unclassified 1.00 13.10 -3.02 -0.24 9.12 27.80
IA Volatility Managed 1.03 12.24 -4.08 -1.37 7.52 25.78
IA North American Smaller Companies 1.16 34.58 -1.82 0.13 26.15 74.48
IA Sterling Strategic Bond 1.22 7.63 0.63 3.15 9.83 20.60
IA Flexible Investment 1.33 15.56 -4.23 -1.08 8.87 29.15
IA European Smaller Companies 1.34 29.50 -4.09 -2.02 5.33 50.20
IA Sterling Corporate Bond 1.38 6.39 1.85 4.61 12.35 26.85
IA Europe Including UK 1.43 22.62 -3.86 -1.71 8.90 38.02
IA Global EM Bonds - Blended 1.45 13.34 0.21 -0.55 8.05 35.96
IA UK Index Linked Gilts 1.48 7.93 9.95 8.39 23.85 51.99
IA Global Bonds 1.66 6.55 4.25 3.22 11.23 34.40
IA Global 1.71 23.32 0.08 3.08 23.90 62.30
IA North America 1.73 25.56 2.34 5.97 35.32 86.83
IA Specialist 2.18 19.16 -4.66 -3.47 8.76 33.51
IA Europe Excluding UK 2.49 24.43 -2.43 -1.18 7.84 45.20
IA Global EM Bonds - Hard Currency 2.99 12.84 0.69 -0.08 11.69 46.98
IA Asia Pacific Including Japan 3.51 24.12 3.46 6.10 22.80 67.59
IA Global Emerging Markets 4.52 22.22 -6.30 -3.92 7.35 41.04
IA Asia Pacific Excluding Japan 5.10 21.86 -0.32 1.25 15.60 56.21
IA Technology & Telecommunications 5.92 35.84 19.14 28.14 77.58 161.29
IA China/Greater China 7.97 20.77 11.19 16.50 37.94 75.78
IA Not yet assigned - - - - - -