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.

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IA (formerly IMA) SectorYTD
(%)
1Y
(%)
3Y
(%)
CUM 3Y
(%)
5Y
(%)
CUM 5Y
(%)
Date
Technology and Telecommunications11.8511.4523.3887.8015.79108.1322/02/2019
North American Smaller Companies15.4513.0420.1073.2412.8182.7222/02/2019
China/Greater China11.53-6.3819.0268.6012.5080.2422/02/2019
North America10.1410.4917.3861.7214.0893.2022/02/2019
Japanese Smaller Companies5.23-8.2917.1460.7514.5797.3922/02/2019
Asia Pacific Excluding Japan7.60-1.3416.4357.8410.7866.8422/02/2019
Global Emerging Markets7.16-5.5216.4357.839.0654.2922/02/2019
Asia Pacific Including Japan7.10-1.6316.2557.0911.7474.2322/02/2019
Global8.714.4414.5850.419.8559.9322/02/2019
Japan5.42-5.0613.3745.7010.7466.5822/02/2019
Global Equity Income7.254.5911.7839.678.9253.3322/02/2019
European Smaller Companies8.15-8.3311.2537.678.5850.9422/02/2019
UK Smaller Companies5.68-4.4711.1137.186.7738.7522/02/2019
Europe Excluding UK7.09-4.7810.4034.556.6938.2522/02/2019
Europe Including UK7.64-0.9710.2433.996.4336.5722/02/2019
Flexible Investment5.860.629.3430.736.1134.5022/02/2019
Mixed Investment 40-85% Shares5.801.648.7128.475.8733.0122/02/2019
UK All Companies8.300.468.6728.324.6625.5622/02/2019
UK Index Linked Gilts2.715.728.0926.288.7552.0922/02/2019
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global Emerging Markets Bond2.930.377.7325.025.2028.8622/02/2019
UK Equity Income8.151.217.1122.894.8326.5822/02/2019
Property Other1.795.767.0022.497.3142.3027/09/2018
UK Equity And Bond Income6.332.416.9222.254.7225.9522/02/2019
£ High Yield3.890.656.6321.233.5719.1722/02/2019
Mixed Investment 20-60% Shares4.310.946.3620.314.4324.2122/02/2019
Global Bonds0.632.615.2516.594.3723.8222/02/2019
£ Corporate Bond2.191.695.0715.994.6625.5622/02/2019
Mixed Investment 0-35% Shares2.871.064.7614.973.6819.8022/02/2019
£ Strategic Bond2.160.604.5414.263.6319.5422/02/2019
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Gilts1.954.533.3210.315.4530.4022/02/2019
UK Direct Property0.523.192.959.125.3829.9822/02/2019
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.100.510.320.950.301.4922/02/2019
Short Term Money Market0.160.490.250.740.200.9822/02/2019
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.