 | | | | | | | | |
| IMA Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date | |
| ||||||||
| Global Bonds | -1.87 | 14.43 | 5.29 | 16.72 | 6.01 | 33.89 | 2009-01-06 | |
| Absolute Return | 0.43 | -0.75 | 5.07 | 15.98 | ― | ― | 2009-01-06 | |
| UK Gilts | -1.72 | 10.12 | 4.48 | 14.05 | 5.56 | 31.07 | 2009-01-06 | |
| Money Market | -0.07 | 2.90 | 4.20 | 13.14 | 4.09 | 22.18 | 2009-01-06 | |
| UK Index Linked Gilts | -1.99 | 0.88 | 3.41 | 10.59 | 5.68 | 31.84 | 2009-01-06 | |
| Asia Pacific Excluding Japan | 4.22 | -30.92 | 3.36 | 10.44 | 10.16 | 62.25 | 2009-01-06 | |
| Guaranteed/Protected Funds | 0.47 | -5.05 | 1.03 | 3.13 | 4.33 | 23.60 | 2009-01-06 | |
| Global Emerging Markets | 6.85 | -33.62 | 0.09 | 0.27 | 11.62 | 73.30 | 2009-01-06 | |
| Europe Excluding UK | 0.18 | -24.36 | -0.36 | -1.09 | 7.44 | 43.17 | 2009-01-06 | |
| Asia Pacific Including Japan | 2.09 | -21.33 | -0.93 | -2.75 | 7.77 | 45.40 | 2009-01-06 | |
| Europe Including UK | 1.35 | -26.32 | -1.95 | -5.74 | 5.33 | 29.64 | 2009-01-06 | |
| European Smaller Companies | -0.52 | -33.35 | -2.09 | -6.15 | 8.99 | 53.82 | 2009-01-06 | |
| Balanced Managed | 2.36 | -20.01 | -2.93 | -8.54 | 4.25 | 23.16 | 2009-01-06 | |
| Cautious Managed | 1.24 | -15.36 | -2.94 | -8.55 | 2.74 | 14.46 | 2009-01-06 | |
| Global Growth | 3.10 | -22.20 | -3.04 | -8.83 | 4.68 | 25.70 | 2009-01-06 | |
| Personal Pensions | -32.25 | -32.27 | -3.04 | -8.84 | 3.57 | 19.19 | 2008-11-17 | |
| £ Corporate Bond | -0.55 | -10.00 | -3.06 | -8.89 | 1.18 | 6.06 | 2009-01-06 | |
| North American Smaller Companies | 4.79 | -11.54 | -3.27 | -9.50 | 3.97 | 21.51 | 2009-01-06 | |
| UK Equity and Bond Income | 2.28 | -20.34 | -3.52 | -10.19 | 4.06 | 22.02 | 2009-01-06 | |
| £ Strategic Bond | -14.16 | -14.08 | -3.57 | -10.35 | 1.08 | 5.51 | 2008-11-17 | |
| Specialist | 3.46 | -27.06 | -3.85 | -11.11 | 7.61 | 44.33 | 2009-01-06 | |
| North America | 4.37 | -14.34 | -4.03 | -11.60 | 1.39 | 7.17 | 2009-01-06 | |
| Active Managed | 3.18 | -24.93 | -4.71 | -13.47 | 4.33 | 23.58 | 2009-01-06 | |
| UK Equity Income | 3.80 | -26.10 | -4.75 | -13.58 | 4.28 | 23.30 | 2009-01-06 | |
| £ High Yield | -21.12 | -21.36 | -4.84 | -13.83 | 1.09 | 5.55 | 2008-11-17 | |
| Technology and Telecommunications | 4.98 | -20.49 | -5.59 | -15.86 | 0.15 | 0.76 | 2009-01-06 | |
| UK All Companies | 4.69 | -29.10 | -5.64 | -16.00 | 2.98 | 15.81 | 2009-01-06 | |
| UK Zeros | 1.79 | -27.07 | -7.41 | -20.62 | 1.05 | 5.34 | 2009-01-06 | |
| Japan | -2.09 | -3.82 | -10.09 | -27.32 | 2.16 | 11.25 | 2009-01-06 | |
| UK Smaller Companies | 3.23 | -38.20 | -11.03 | -29.57 | 1.18 | 6.04 | 2009-01-06 | |
| Japanese Smaller Companies | -4.51 | -9.21 | -20.43 | -49.63 | -0.16 | -0.79 | 2009-01-06 | |
| Property | ― | ― | ― | ― | ― | ― | ― | |
