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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 Companies3.6224.6626.35101.7323.63188.7716/01/2018
European Smaller Companies3.2424.7321.1877.9617.10120.2216/01/2018
Technology and Telecommunications3.1220.7020.3174.1518.92137.8616/01/2018
Japan4.2616.7120.1573.4616.95118.7916/01/2018
Asia Pacific Including Japan3.4121.2118.4366.1213.8591.3216/01/2018
China/Greater China4.7835.2818.3965.9414.5497.1816/01/2018
UK Smaller Companies1.5026.0417.4962.1916.11111.0216/01/2018
North America2.308.9615.9355.8117.39122.9516/01/2018
North American Smaller Companies1.354.9315.8255.3516.64115.8516/01/2018
Europe Excluding UK3.1016.8315.6054.4713.2786.4816/01/2018
Asia Pacific Excluding Japan2.0320.7414.9351.8211.1369.5216/01/2018
Global2.3312.1014.2449.0913.1385.2716/01/2018
Global Emerging Markets2.4821.3114.0648.418.2048.2916/01/2018
Europe Including UK2.5914.9413.3645.6912.2177.8816/01/2018
Global Equity Income1.488.4212.3041.6212.0276.3716/01/2018
UK All Companies1.3412.7610.7935.9710.7466.5116/01/2018
UK Equity Income1.2010.519.5931.6010.7266.4016/01/2018
Flexible Investment1.6410.189.5431.468.9853.7316/01/2018
Mixed Investment 40-85% Shares1.359.229.1530.048.8252.5716/01/2018
Personal Pensions11.6517.388.3827.302.6914.1730/07/2013
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
UK Equity And Bond Income0.878.058.0326.078.7151.7916/01/2018
Global Emerging Markets Bond0.403.116.8722.042.9415.5716/01/2018
Mixed Investment 20-60% Shares0.876.636.5621.016.4636.7716/01/2018
UK Index Linked Gilts-0.991.286.3820.387.5944.1516/01/2018
Property-0.814.665.9819.057.4042.9116/01/2018
£ High Yield0.535.915.9318.855.2429.1216/01/2018
Global Bonds-0.34-0.245.0315.853.4318.3616/01/2018
Mixed Investment 0-35% Shares0.434.404.8015.124.8426.6516/01/2018
Protected5.939.554.5714.354.1722.6430/07/2013
£ Corporate Bond-0.095.354.2413.265.2329.0216/01/2018
£ Strategic Bond0.235.204.1613.014.6425.4516/01/2018
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Gilts-0.832.352.858.804.4724.4316/01/2018
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.010.130.230.690.241.2216/01/2018
Short Term Money Market0.010.070.140.410.120.6216/01/2018
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.