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 Companies-4.28-0.9618.3865.8815.23103.1307/12/2018
Technology and Telecommunications6.187.3617.8263.5615.58106.2907/12/2018
North America6.177.2115.1652.7313.8991.5807/12/2018
North American Smaller Companies3.584.9515.0452.2611.8975.3407/12/2018
Asia Pacific Including Japan-6.08-3.5214.2048.9410.1562.1407/12/2018
Asia Pacific Excluding Japan-8.52-5.1213.5946.558.8752.9707/12/2018
Global Emerging Markets-10.46-6.8313.5046.236.5337.1907/12/2018
China/Greater China-11.32-6.7413.0744.579.5057.4007/12/2018
Global-0.970.7811.9440.289.4657.1407/12/2018
Japan-5.94-4.8111.6038.9810.1962.4607/12/2018
Global Equity Income-1.78-0.6410.6335.418.6251.2307/12/2018
European Smaller Companies-12.84-10.508.3927.358.8953.1207/12/2018
UK Index Linked Gilts1.401.788.1826.628.4750.1407/12/2018
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
UK Smaller Companies-9.95-6.837.6624.777.8946.1807/12/2018
Europe Excluding UK-9.94-9.267.6224.656.8339.1707/12/2018
Global Emerging Markets Bond-4.63-4.277.5824.514.0822.1307/12/2018
Property Other1.795.767.0022.497.3142.3027/09/2018
Flexible Investment-3.99-2.326.8321.925.8432.8007/12/2018
Europe Including UK-8.07-6.536.8221.906.3836.2107/12/2018
Mixed Investment 40-85% Shares-3.85-2.236.2720.025.7031.9307/12/2018
Global Bonds-0.08-0.236.1219.514.2022.8207/12/2018
UK All Companies-9.82-6.554.5614.334.6625.5507/12/2018
Mixed Investment 20-60% Shares-3.77-2.564.4513.944.2723.2807/12/2018
£ High Yield-2.54-2.344.3813.733.4218.3107/12/2018
UK Equity And Bond Income-6.58-4.413.9812.424.6325.4007/12/2018
UK Gilts-0.020.863.9312.255.3129.5407/12/2018
£ Corporate Bond-2.43-1.703.8211.894.5224.7207/12/2018
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Mixed Investment 0-35% Shares-2.83-2.063.5411.013.5519.0507/12/2018
UK Equity Income-9.35-6.423.3510.384.7325.9807/12/2018
£ Strategic Bond-2.62-2.283.139.703.5318.9207/12/2018
UK Direct Property3.864.912.969.136.0834.3507/12/2018
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.380.400.290.860.281.3907/12/2018
Short Term Money Market0.320.330.200.600.160.7907/12/2018
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.