| IMA Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date | |
| Global Bonds | 8.43 | 12.99 | 13.40 | 45.82 | 7.44 | 43.13 | 09/09/2010 | |
| Asia Pacific Including Japan | 9.15 | 20.58 | 10.14 | 33.62 | 13.09 | 84.98 | 09/09/2010 | |
| Global Emerging Markets | 8.27 | 24.45 | 8.34 | 27.17 | 15.36 | 104.28 | 09/09/2010 | |
| UK Gilts | 8.88 | 6.88 | 7.73 | 25.03 | 5.04 | 27.85 | 09/09/2010 | |
| UK Index Linked Gilts | 7.00 | 9.96 | 7.19 | 23.16 | 5.97 | 33.64 | 09/09/2010 | |
| Asia Pacific Excluding Japan | 8.35 | 23.03 | 7.16 | 23.07 | 15.42 | 104.84 | 09/09/2010 | |
| £ High Yield | 9.62 | 19.70 | 6.39 | 20.41 | 5.80 | 32.58 | 09/09/2010 | |
| Technology & Telecommunications | 4.51 | 20.79 | 6.13 | 19.56 | 7.12 | 41.05 | 09/09/2010 | |
| £ Corporate Bond | 10.56 | 14.59 | 6.04 | 19.22 | 3.81 | 20.56 | 09/09/2010 | |
| £ Strategic Bond | 9.44 | 15.45 | 5.71 | 18.13 | 3.94 | 21.30 | 09/09/2010 | |
| Absolute return | 0.74 | 2.38 | 4.70 | 14.77 | 5.32 | 29.58 | 09/09/2010 | |
| North American Smaller Companies | 7.33 | 19.34 | 4.56 | 14.30 | 5.35 | 29.79 | 09/09/2010 | |
| Specialist | 6.00 | 17.31 | 3.30 | 10.24 | 8.42 | 49.82 | 09/09/2010 | |
| Money Market | 0.17 | 0.34 | 2.59 | 7.97 | 3.30 | 17.64 | 09/09/2010 | |
| Unclassified Sector | 4.33 | 10.09 | 1.63 | 4.98 | 4.08 | 22.13 | 09/09/2010 | |
| Cautious Managed | 4.39 | 9.83 | 0.68 | 2.05 | 2.97 | 15.75 | 09/09/2010 | |
| North America | 1.98 | 14.23 | 0.18 | 0.55 | 2.32 | 12.12 | 09/09/2010 | |
| Balanced Managed | 3.85 | 10.78 | 0.03 | 0.09 | 4.04 | 21.87 | 09/09/2010 | |
| UK Equity & Bond Income | 5.63 | 11.83 | -0.19 | -0.58 | 3.69 | 19.87 | 09/09/2010 | |
| Global Growth | 2.29 | 12.13 | -0.34 | -1.02 | 4.41 | 24.06 | 09/09/2010 | |
| Personal Pensions | 2.37 | 7.31 | -0.54 | -1.61 | 2.46 | 12.94 | 09/09/2010 | |
| Japan | 5.11 | 4.17 | -0.64 | -1.92 | -0.37 | -1.85 | 09/09/2010 | |
| Japanese Smaller Companies | 5.41 | 0.19 | -1.10 | -3.27 | -5.05 | -22.84 | 09/09/2010 | |
| Protected/Guaranteed Funds | 0.66 | 3.78 | -1.14 | -3.39 | 1.67 | 8.64 | 09/09/2010 | |
| Active Managed | 3.31 | 11.84 | -1.30 | -3.85 | 4.05 | 21.94 | 09/09/2010 | |
| Europe Including UK | -1.53 | 6.30 | -1.46 | -4.33 | 4.60 | 25.22 | 09/09/2010 | |
| UK All Companies | 6.07 | 13.13 | -1.98 | -5.82 | 4.00 | 21.65 | 09/09/2010 | |
| Europe Excluding UK | -3.43 | 4.75 | -2.49 | -7.30 | 4.86 | 26.78 | 09/09/2010 | |
| UK Equity Income | 5.79 | 13.11 | -2.69 | -7.85 | 3.27 | 17.47 | 09/09/2010 | |
| European Smaller Companies | 3.13 | 13.59 | -3.23 | -9.37 | 6.53 | 37.18 | 09/09/2010 | |
| UK Smaller Companies | 9.88 | 15.68 | -4.21 | -12.11 | 3.73 | 20.08 | 09/09/2010 | |
| Property | 6.48 | 14.23 | -9.36 | -25.53 | -4.40 | -20.15 | 09/09/2010 | |