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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 Companies5.1532.3322.7284.8218.73135.9226/04/2017
Technology and Telecommunications10.3342.1420.0873.1216.24112.1826/04/2017
North America2.9130.8118.4166.0416.81117.5026/04/2017
Japan3.1527.1217.9163.9313.5488.7026/04/2017
North American Smaller Companies1.1436.6017.0460.3117.10120.1626/04/2017
China/Greater China11.5836.8216.8059.3211.4371.8026/04/2017
Asia Pacific Including Japan8.6231.9116.1056.5111.5973.0626/04/2017
Asia Pacific Excluding Japan10.6434.2113.8447.5410.3463.5926/04/2017
European Smaller Companies11.4429.5613.3045.4416.48114.4326/04/2017
UK Index Linked Gilts2.7725.5412.9444.059.0654.3226/04/2017
Global4.8727.2312.9143.9412.6080.9726/04/2017
Global Equity Income3.8524.3912.0640.7112.7281.9926/04/2017
Global Emerging Markets10.4035.4111.7839.666.7338.5026/04/2017
Europe Excluding UK8.4626.9910.6135.3214.4496.3126/04/2017
UK Smaller Companies12.5524.0910.4934.8715.42104.8326/04/2017
Europe Including UK7.9824.119.9132.7913.2185.9326/04/2017
Property2.538.528.8128.848.3949.5826/04/2017
Flexible Investment4.1718.218.4927.698.9053.1926/04/2017
Personal Pensions11.6517.388.3827.302.6914.1730/07/2013
Mixed Investment 40-85% Shares3.9716.948.2326.798.9953.7726/04/2017
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
UK Gilts1.629.578.0226.035.1128.2726/04/2017
UK Equity Income5.7416.397.9625.8211.7274.0726/04/2017
UK All Companies6.1319.057.6624.7911.0468.8326/04/2017
Global Emerging Markets Bond3.8617.767.5724.484.4624.3626/04/2017
UK Equity And Bond Income4.3915.557.4223.959.7859.4326/04/2017
£ Corporate Bond2.549.776.4020.466.9840.0926/04/2017
Mixed Investment 20-60% Shares3.1612.706.3420.256.9740.0626/04/2017
Global Bonds0.3911.396.0419.224.7225.9326/04/2017
Mixed Investment 0-35% Shares2.439.955.3416.905.5330.8726/04/2017
£ Strategic Bond2.578.104.7114.816.1734.8826/04/2017
Protected5.939.554.5714.354.1722.6430/07/2013
£ High Yield2.9110.204.2513.317.0540.6126/04/2017
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.070.290.280.830.291.4726/04/2017
Short Term Money Market0.040.160.140.430.140.7126/04/2017
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.