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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 Companies5.9644.9521.2478.2318.95138.1423/02/2017
North America4.3539.5118.7967.6116.90118.2723/02/2017
Technology and Telecommunications8.3145.4617.2861.3315.50105.5123/02/2017
North American Smaller Companies2.7950.1016.7459.0816.83117.6923/02/2017
Japan4.7238.2016.5758.4112.8883.2923/02/2017
Asia Pacific Including Japan7.5839.9115.7955.2610.5164.8323/02/2017
China/Greater China10.2142.8015.0552.299.8259.7723/02/2017
Asia Pacific Excluding Japan8.5440.8914.2048.949.1354.8023/02/2017
UK Index Linked Gilts-1.1219.8912.9043.928.3549.3423/02/2017
Global4.3634.1112.6642.9911.7374.1523/02/2017
Global Emerging Markets9.0745.6012.5442.555.3429.6923/02/2017
Global Equity Income3.3029.4712.4342.1012.0876.8823/02/2017
European Smaller Companies4.0725.0611.0136.8014.4496.2823/02/2017
Property1.9211.939.1730.138.4449.9223/02/2017
Europe Excluding UK2.2924.968.5828.0011.9175.5523/02/2017
Global Emerging Markets Bond3.2723.338.4027.383.9721.5123/02/2017
Personal Pensions11.6517.388.3827.302.6914.1730/07/2013
Flexible Investment3.3922.628.2026.668.2248.4123/02/2017
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
UK Gilts-0.266.277.8625.484.7926.3823/02/2017
Mixed Investment 40-85% Shares2.8520.447.7525.098.3349.1823/02/2017
Europe Including UK2.4923.257.7224.9911.2870.6423/02/2017
UK Smaller Companies5.8322.627.4123.9114.1894.0623/02/2017
Global Bonds0.4413.616.5220.854.4024.0023/02/2017
UK Equity And Bond Income2.5017.516.4720.709.1554.9223/02/2017
UK Equity Income2.8717.586.4720.7010.8567.3523/02/2017
£ Corporate Bond0.8311.256.3720.366.7538.6023/02/2017
Mixed Investment 20-60% Shares2.0415.436.1119.466.4936.9423/02/2017
UK All Companies3.3521.285.7518.2510.0361.3023/02/2017
Mixed Investment 0-35% Shares1.4511.665.2216.485.2729.2523/02/2017
£ Strategic Bond1.3210.234.8815.356.0634.2023/02/2017
Protected5.939.554.5714.354.1722.6430/07/2013
£ High Yield1.9515.874.4914.087.1040.8923/02/2017
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.040.320.280.850.301.5323/02/2017
Short Term Money Market0.020.180.140.420.150.7423/02/2017
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.