Research Centre

Sector Performance

Sector 1mth chg % 3mth chg % 6mth chg % 1yr chg % 3yr chg % 5yr chg %
IA Property Other -1.44 2.62 4.67 -3.61 -0.72 3.34
IA Infrastructure -1.19 -0.32 0.62 -7.35 10.47 19.21
IA UK Smaller Companies -0.77 5.13 5.61 -3.33 -12.66 15.49
IA UK Direct Property -0.33 -0.80 -0.67 -0.10 2.64 -1.23
IA EUR Government Bond -0.31 0.94 2.61 1.56 -14.03 -5.24
IA Global Government Bond -0.27 1.34 1.61 -1.64 -9.32 -3.89
IA USD Corporate Bond -0.26 2.37 3.44 0.93 4.26 15.31
IA Global Inflation Linked Bond -0.25 0.99 1.43 0.12 -1.78 6.82
IA Global Corporate Bond -0.15 3.04 4.64 3.55 -2.91 8.15
IA USD Government Bond -0.14 1.23 1.30 -2.34 2.09 9.76
IA USD Mixed Bond -0.13 2.32 2.98 -0.08 1.89 9.81
IA EUR Mixed Bond -0.11 1.94 4.05 2.59 -14.35 -5.76
IA Global EM Bonds - Local Currency -0.08 1.01 1.56 4.04 4.42 7.01
IA UK Gilts -0.04 2.07 4.02 0.85 -21.67 -16.65
IA UK Equity Income -0.04 2.85 5.89 -1.13 20.04 22.44
IA EUR Corporate Bond 0.03 1.34 3.87 2.96 -7.42 -0.42
IA Global Mixed Bond 0.06 2.76 3.99 3.06 -3.98 4.23
IA Sterling Strategic Bond 0.24 4.18 6.29 5.83 -2.58 9.60
IA Latin America 0.26 3.30 5.76 13.96 34.37 11.50
IA Commodity/Natural Resources 0.28 -0.13 -2.00 -7.88 28.27 51.49
IA USD High Yield Bond 0.36 4.04 5.73 5.62 9.55 20.85
IA Short Term Money Market 0.43 1.24 2.50 4.51 6.08 6.55
IA Standard Money Market 0.45 1.36 2.77 5.04 6.93 8.03
IA Specialist Bond 0.57 2.92 4.63 1.43 -3.18 6.68
IA Sterling Corporate Bond 0.60 3.97 7.27 6.42 -7.89 2.90
IA Global High Yield Bond 0.61 4.22 6.34 6.42 8.39 20.27
IA UK Index Linked Gilts 0.65 -0.07 -0.14 -4.12 -31.24 -25.40
IA Sterling High Yield 0.65 4.86 7.32 9.65 4.08 16.46
IA EUR High Yield Bond 0.74 3.57 7.13 7.03 3.89 15.92
IA UK All Companies 0.79 4.52 6.43 0.34 11.59 22.06
IA Mixed Investment 0-35% Shares 0.88 3.80 5.36 4.03 -1.77 6.75
IA Targeted Absolute Return 0.90 2.82 4.82 4.38 8.47 15.06
IA Global EM Bonds - Blended 1.05 3.92 5.11 5.46 1.97 8.97
IA Mixed Investment 20-60% Shares 1.27 4.41 6.29 4.49 4.33 15.81
IA Global EM Bonds - Hard Currency 1.38 4.53 5.65 3.55 -1.66 6.41
IA Volatility Managed 1.83 5.31 7.30 6.32 7.69 21.93
IA European Smaller Companies 1.84 6.42 7.89 -0.91 0.74 34.47
IA Specialist 1.95 4.78 6.42 5.21 12.97 30.16
IA Unclassified 2.06 5.36 7.34 5.64 9.28 26.32
IA Mixed Investment 40-85% Shares 2.22 5.81 7.99 5.94 9.45 27.09
IA Flexible Investment 2.31 5.82 7.83 5.58 9.74 29.37
IA Global Equity Income 2.63 7.36 9.60 8.22 31.85 52.78
IA Europe Including UK 2.96 7.21 10.06 6.99 26.06 52.46
IA North American Smaller Companies 3.53 12.62 10.30 4.71 5.50 54.00
IA Europe Excluding UK 3.60 7.97 11.00 7.76 25.45 55.68
IA Asia Pacific Including Japan 3.69 5.34 6.84 0.94 -8.04 31.17
IA Financials and Financial Innovation 3.76 11.38 15.46 10.05 9.98 46.89
IA Global 4.00 9.60 11.82 11.69 22.41 61.12
IA Technology & Technology Innovation 4.02 15.15 23.60 35.50 26.82 119.83
IA North America 4.19 11.40 14.54 18.74 39.10 87.40
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