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.

×
IA (formerly IMA) SectorYTD
(%)
1Y
(%)
3Y
(%)
CUM 3Y
(%)
5Y
(%)
CUM 5Y
(%)
Date
Technology and Telecommunications23.988.1017.5662.4818.29131.5616/08/2019
North America21.175.9512.8143.5515.21103.0116/08/2019
North American Smaller Companies22.890.7112.2941.5814.6397.9616/08/2019
China/Greater China14.693.7210.3534.3811.3471.0716/08/2019
Global17.213.869.6631.8810.9568.1016/08/2019
Japanese Smaller Companies10.06-4.548.7628.6614.3295.2716/08/2019
UK Smaller Companies6.96-9.018.7628.648.3449.2716/08/2019
Asia Pacific Including Japan11.711.598.3827.3110.9367.9716/08/2019
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Asia Pacific Excluding Japan11.062.507.6424.739.0954.5316/08/2019
Global Equity Income13.803.607.0922.809.3156.0516/08/2019
Property Other1.795.767.0022.497.3142.3027/09/2018
Europe Including UK14.29-0.186.9922.468.4349.8816/08/2019
Japan10.00-2.766.7721.7310.9267.8816/08/2019
Europe Excluding UK14.09-0.696.7221.548.9053.1616/08/2019
European Smaller Companies11.85-7.826.5520.9710.4664.4316/08/2019
Global Emerging Markets9.713.486.2119.806.9940.2016/08/2019
Flexible Investment10.291.105.5217.476.6037.6416/08/2019
UK Index Linked Gilts17.2215.855.4917.3810.0261.1816/08/2019
Mixed Investment 40-85% Shares10.861.935.3917.076.6337.8216/08/2019
UK Direct Property-0.04-0.014.9715.664.1122.3216/08/2019
UK All Companies8.74-5.034.4914.095.3029.4916/08/2019
£ High Yield7.503.724.0512.643.7520.2416/08/2019
Global Emerging Markets Bond11.6012.343.6711.425.4630.4816/08/2019
Global Bonds9.638.453.6211.275.5130.7516/08/2019
Mixed Investment 20-60% Shares8.242.163.6111.214.8226.5316/08/2019
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
£ Strategic Bond7.715.903.159.764.0121.7316/08/2019
UK Equity And Bond Income7.29-1.913.009.264.8726.8416/08/2019
£ Corporate Bond9.167.502.888.885.1828.7416/08/2019
Mixed Investment 0-35% Shares7.253.502.748.464.1322.4516/08/2019
UK Equity Income6.26-5.672.668.204.6525.5216/08/2019
Specialist2.377.432.557.845.8132.6530/07/2013
UK Gilts11.8811.142.046.246.3936.3316/08/2019
Standard Money Market0.440.670.361.100.341.7016/08/2019
Short Term Money Market0.380.570.280.850.241.1816/08/2019
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.

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