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.

×
IA (formerly IMA) SectorYTD
(%)
1Y
(%)
3Y
(%)
CUM 3Y
(%)
5Y
(%)
CUM 5Y
(%)
Date
Technology and Telecommunications18.005.8622.5283.9317.54124.3414/06/2019
North American Smaller Companies20.384.5517.3261.4914.2594.6314/06/2019
China/Greater China10.54-11.5717.1360.7012.3278.7314/06/2019
North America17.709.6216.9359.8715.15102.4914/06/2019
Global15.064.5014.4449.9010.6966.1414/06/2019
Asia Pacific Excluding Japan9.21-2.4614.2949.289.9260.4514/06/2019
Asia Pacific Including Japan9.39-2.7914.2349.0711.4872.2214/06/2019
Global Emerging Markets9.25-0.4313.8647.617.6744.7014/06/2019
UK Smaller Companies13.00-6.0612.6242.859.0654.2714/06/2019
Japanese Smaller Companies7.96-10.6312.6042.7514.97100.8614/06/2019
Europe Excluding UK13.81-1.2012.1641.097.7745.3414/06/2019
Europe Including UK14.26-0.2212.1140.927.6344.4614/06/2019
Global Equity Income13.006.8712.1040.859.1955.2214/06/2019
Japan8.18-5.8712.0540.6711.2670.5114/06/2019
European Smaller Companies14.02-7.6712.0440.639.5858.0114/06/2019
UK All Companies11.98-4.069.7032.025.8432.8114/06/2019
Flexible Investment9.300.498.9229.206.4036.3614/06/2019
UK Index Linked Gilts9.5610.738.8528.959.5257.5414/06/2019
Mixed Investment 40-85% Shares9.901.598.6628.286.4236.5314/06/2019
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
UK Equity Income9.77-4.127.7725.175.1928.8214/06/2019
UK Equity And Bond Income8.15-1.107.0222.584.9827.4914/06/2019
Property Other1.795.767.0022.497.3142.3027/09/2018
Global Emerging Markets Bond7.589.346.7421.604.9827.4914/06/2019
Mixed Investment 20-60% Shares7.291.476.0219.174.6525.5214/06/2019
Global Bonds5.286.805.1416.234.9427.2514/06/2019
£ High Yield6.633.375.1216.173.4718.5714/06/2019
Mixed Investment 0-35% Shares5.692.334.4413.933.9221.2214/06/2019
£ Corporate Bond5.845.044.2213.214.9027.0214/06/2019
£ Strategic Bond5.404.123.9512.313.7019.9214/06/2019
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Gilts5.916.403.199.876.0334.0414/06/2019
UK Direct Property0.551.423.139.694.6525.5214/06/2019
Specialist2.377.432.557.845.8132.6530/07/2013
Standard Money Market0.340.630.361.070.331.6514/06/2019
Short Term Money Market0.280.540.270.810.221.1114/06/2019
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.

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