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
Japanese Smaller Companies-1.545.0221.6079.8214.8399.6417/10/2018
Technology and Telecommunications7.028.3420.5775.2616.06110.5817/10/2018
North American Smaller Companies8.8910.7518.5766.7113.2386.1317/10/2018
North America7.8810.6317.7863.3714.7098.5317/10/2018
Japan-2.141.7314.8351.4210.4064.0217/10/2018
Asia Pacific Including Japan-6.62-3.6114.6350.629.2555.6317/10/2018
Global0.672.3413.5346.349.8059.5917/10/2018
European Smaller Companies-5.73-5.7313.0744.5810.7566.6117/10/2018
Asia Pacific Excluding Japan-11.25-9.7812.3341.727.5343.7717/10/2018
China/Greater China-14.87-13.6912.1341.009.1654.9717/10/2018
Global Emerging Markets-12.51-11.8811.8840.025.1528.5217/10/2018
Global Equity Income-1.31-0.4411.4438.418.5250.5217/10/2018
UK Smaller Companies-2.91-0.3111.0336.8610.3963.9617/10/2018
Europe Excluding UK-5.41-6.3210.5034.947.6844.7817/10/2018
Europe Including UK-3.58-3.809.3330.687.3242.3717/10/2018
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Flexible Investment-2.48-1.357.9825.916.1935.0517/10/2018
Mixed Investment 40-85% Shares-2.26-1.087.3723.776.0834.3217/10/2018
Global Emerging Markets Bond-5.50-6.457.0722.762.9915.8817/10/2018
UK Index Linked Gilts-2.14-1.257.0022.517.6744.7217/10/2018
Property Other1.795.767.0022.497.3142.3027/09/2018
UK All Companies-4.92-3.076.6921.435.9633.5617/10/2018
Global Bonds-0.89-1.745.7618.283.7019.9117/10/2018
UK Equity And Bond Income-3.57-2.555.4417.225.4030.1017/10/2018
£ High Yield0.230.225.3917.044.3123.4917/10/2018
UK Equity Income-5.01-3.805.3616.975.9333.4017/10/2018
Mixed Investment 20-60% Shares-2.45-1.625.2116.474.5825.0817/10/2018
£ Corporate Bond-1.96-0.714.1512.984.6425.4317/10/2018
Mixed Investment 0-35% Shares-2.12-1.543.9912.463.7119.9817/10/2018
£ Strategic Bond-1.58-0.953.6011.213.8921.0017/10/2018
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Gilts-2.40-0.883.029.344.6925.7517/10/2018
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.320.350.270.830.271.3617/10/2018
Short Term Money Market0.240.260.180.550.160.8017/10/2018
UK Direct Property-------
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.