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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 Companies5.6246.8319.0268.6019.90147.8216/01/2017
North America3.6943.1117.7363.2017.58124.7116/01/2017
Technology and Telecommunications5.5742.5916.0656.3316.66116.0616/01/2017
North American Smaller Companies3.5755.6815.8655.5118.04129.1516/01/2017
Japan5.1735.8814.4149.7814.3495.4016/01/2017
Asia Pacific Including Japan5.6941.1313.9247.8411.8274.8316/01/2017
UK Index Linked Gilts-0.1021.8813.1945.037.7745.3816/01/2017
Asia Pacific Excluding Japan5.8843.4412.5842.6710.2462.8416/01/2017
China/Greater China5.8140.3112.0340.6110.8967.7116/01/2017
Global3.8536.9111.7939.6912.9083.4616/01/2017
Global Equity Income3.0534.2211.7639.5813.0884.9316/01/2017
European Smaller Companies3.7626.2110.8536.2116.99119.1716/01/2017
Global Emerging Markets5.1048.939.5131.326.3235.8616/01/2017
Property1.4412.759.2230.299.1554.9116/01/2017
Europe Excluding UK3.6228.538.6928.3914.3095.0716/01/2017
Personal Pensions11.6517.388.3827.302.6914.1730/07/2013
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Europe Including UK3.2626.167.8625.4713.3186.7616/01/2017
UK Gilts-1.457.227.5824.504.0521.9916/01/2017
Global Emerging Markets Bond2.6127.627.4524.054.7025.8216/01/2017
Flexible Investment2.4422.397.4023.889.1054.5816/01/2017
Mixed Investment 40-85% Shares2.1020.617.2523.389.1054.5816/01/2017
Global Bonds1.7717.036.8321.925.0828.1316/01/2017
UK Smaller Companies2.3915.156.7421.6215.59106.3416/01/2017
UK Equity Income2.1218.026.6221.2111.8875.2516/01/2017
UK Equity And Bond Income1.5917.096.4220.549.8559.9916/01/2017
£ Corporate Bond-0.238.546.0719.326.8739.3816/01/2017
Mixed Investment 20-60% Shares1.3915.155.7818.356.9539.9116/01/2017
UK All Companies2.5121.505.7318.2011.3971.4716/01/2017
Mixed Investment 0-35% Shares1.0011.555.0315.855.4030.0716/01/2017
£ Strategic Bond0.398.054.6614.666.3135.8016/01/2017
Protected5.939.554.5714.354.1722.6430/07/2013
£ High Yield0.8613.754.3213.547.9046.2516/01/2017
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.010.320.280.850.311.5616/01/2017
Short Term Money Market0.010.180.130.400.150.7516/01/2017
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.