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 Companies5.4917.0624.0991.0918.93137.9120/06/2018
Technology and Telecommunications13.4118.5821.4579.1619.44143.1220/06/2018
North American Smaller Companies12.3716.0117.2661.2215.76107.8320/06/2018
European Smaller Companies3.108.0216.7158.9615.07101.7720/06/2018
North America7.4811.0316.5358.2515.61106.4920/06/2018
Asia Pacific Including Japan2.279.3416.0856.4212.6181.1220/06/2018
China/Greater China5.5820.1115.5854.3916.29112.6820/06/2018
Japan1.538.8715.3853.6112.5980.9020/06/2018
UK Smaller Companies5.8016.0514.6650.7415.29103.7120/06/2018
Asia Pacific Excluding Japan0.287.2614.3049.3411.6273.2620/06/2018
Global4.057.8813.2845.3711.7974.6120/06/2018
Global Emerging Markets-4.173.4412.3641.858.5250.4920/06/2018
Europe Excluding UK0.331.4612.1240.9610.9868.3720/06/2018
Global Equity Income0.001.5311.0737.029.9960.9820/06/2018
Europe Including UK1.272.6010.4034.5410.3363.4720/06/2018
Personal Pensions11.6517.388.3827.302.6914.1730/07/2013
UK All Companies3.297.558.3727.259.7759.3520/06/2018
Flexible Investment1.284.448.1126.357.9346.4320/06/2018
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
UK Index Linked Gilts-1.31-0.847.7725.177.4142.9520/06/2018
Mixed Investment 40-85% Shares1.384.047.7725.157.7745.3620/06/2018
UK Equity Income2.224.317.2623.409.3356.2220/06/2018
Property1.483.247.0722.747.7245.0020/06/2018
UK Equity And Bond Income1.222.416.5721.047.7345.0820/06/2018
Global Emerging Markets Bond-5.51-6.286.4820.722.8715.1820/06/2018
Global Bonds-0.57-1.556.2920.073.6419.5720/06/2018
Mixed Investment 20-60% Shares0.101.795.4917.405.6931.8520/06/2018
UK Gilts0.05-0.354.9615.624.9627.4120/06/2018
£ Corporate Bond-1.06-0.084.7114.795.1228.3320/06/2018
£ High Yield-0.591.274.6014.464.8726.8320/06/2018
Protected5.939.554.5714.354.1722.6430/07/2013
Mixed Investment 0-35% Shares-0.250.704.3413.604.4024.0420/06/2018
£ Strategic Bond-1.110.263.7111.554.3823.9120/06/2018
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.150.210.240.730.261.2920/06/2018
Short Term Money Market0.110.130.160.470.140.7020/06/2018
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.