IA Sector Performance: Total Returns

IMA

A list of all the IA (formerly IMA) sectors with average trailing returns (YTD, 1 year, 3 years, 5 years) for all the funds in that sector.

This list is useful to compare performance, for different time periods. Click any of the sectors to focus and see a list of funds that have this sector assigned to.

×
IA (formerly IMA) SectorYTD
(%)
1Y
(%)
3Y
(%)
CUM 3Y
(%)
5Y
(%)
CUM 5Y
(%)
Date
Technology and Telecommunications19.3119.6723.2987.4218.50133.6519/04/2019
China/Greater China20.075.4918.6667.0914.5797.4119/04/2019
North American Smaller Companies17.4013.9916.8559.5413.8491.1518/04/2019
North America14.3116.4115.8955.6615.17102.6218/04/2019
Asia Pacific Excluding Japan12.915.8414.7951.2711.1069.2719/04/2019
Asia Pacific Including Japan10.484.0814.2749.2212.3579.0318/04/2019
Global Emerging Markets12.123.5613.8147.409.1755.0918/04/2019
Global13.139.7313.2145.0810.9167.8519/04/2019
Japanese Smaller Companies6.27-6.0513.1644.9115.90109.1118/04/2019
UK Smaller Companies11.11-1.6411.2137.548.4049.6618/04/2019
European Smaller Companies13.70-2.1911.0336.889.8259.7118/04/2019
Global Equity Income11.2810.1010.8136.049.5457.7418/04/2019
Japan6.88-1.9710.8036.0212.1777.6019/04/2019
Europe Excluding UK12.431.1910.0433.237.9046.2518/04/2019
Europe Including UK13.134.069.7932.327.8645.9919/04/2019
UK All Companies13.572.938.4827.656.4936.9419/04/2019
Flexible Investment8.964.648.3127.066.9039.6218/04/2019
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Mixed Investment 40-85% Shares9.105.507.9525.806.7638.7118/04/2019
UK Index Linked Gilts3.336.237.8325.367.9746.7118/04/2019
Property Other1.795.767.0022.497.3142.3027/09/2018
UK Equity Income12.323.006.7021.466.2235.1919/04/2019
UK Equity And Bond Income9.264.106.4920.765.7232.0618/04/2019
Global Emerging Markets Bond4.122.695.6818.024.7826.2819/04/2019
Mixed Investment 20-60% Shares6.643.445.6217.844.9527.3018/04/2019
£ High Yield6.632.735.6117.803.8220.6018/04/2019
Global Bonds2.124.924.6414.594.4124.0719/04/2019
£ Corporate Bond3.712.684.4413.934.6525.5018/04/2019
Mixed Investment 0-35% Shares4.432.594.1412.933.9521.3918/04/2019
£ Strategic Bond4.062.204.0912.773.7019.9118/04/2019
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Gilts1.652.633.109.585.0728.0518/04/2019
UK Direct Property0.401.852.628.065.0127.6818/04/2019
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.210.580.331.010.311.5518/04/2019
Short Term Money Market0.200.490.250.760.201.0218/04/2019
Volatility Managed-------
An extensive list of fund return averaged for all IA (formerly IMA) sectors. Year-To-Date, 1-year, 3-year and 5-year returns - annualised and cumulative.

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