IA (formerly IMA) Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date |
---|---|---|---|---|---|---|---|
India/Indian Subcontinent | 6.79 | 30.81 | 15.56 | 54.32 | 11.15 | 69.65 | 16/04/2024 |
North America | 8.30 | 22.02 | 8.84 | 28.94 | 12.53 | 80.41 | 16/04/2024 |
Unclassified Sector | 8.85 | 14.00 | 8.04 | 26.13 | 7.36 | 42.63 | 30/07/2013 |
Latin America | -5.94 | 11.85 | 7.49 | 24.20 | 2.17 | 11.33 | 16/04/2024 |
Property Other | 1.79 | 5.76 | 7.00 | 22.49 | 7.31 | 42.30 | 27/09/2018 |
Global Equity Income | 3.16 | 8.48 | 6.93 | 22.26 | 8.02 | 47.08 | 16/04/2024 |
Technology and Technology Innovation | 8.73 | 31.47 | 5.90 | 18.75 | 15.32 | 103.94 | 16/04/2024 |
Europe Excluding UK | 4.87 | 8.37 | 5.61 | 17.80 | 8.47 | 50.17 | 16/04/2024 |
Europe Including UK | 3.73 | 6.65 | 5.44 | 17.24 | 7.74 | 45.16 | 16/04/2024 |
Global | 5.03 | 12.80 | 4.53 | 14.23 | 8.86 | 52.89 | 16/04/2024 |
UK Equity Income | 1.55 | 3.90 | 4.25 | 13.31 | 3.70 | 19.94 | 16/04/2024 |
USD High Yield Bond | 2.21 | 7.78 | 3.68 | 11.47 | 3.73 | 20.10 | 16/04/2024 |
Global Bonds | -2.14 | 3.74 | 3.68 | 11.47 | 4.32 | 23.53 | 29/04/2021 |
Targeted Absolute Return | 3.79 | 6.35 | 3.57 | 11.11 | 3.76 | 20.27 | 30/07/2013 |
Japan | 8.26 | 16.38 | 3.00 | 9.29 | 6.89 | 39.54 | 16/04/2024 |
Specialist | 2.37 | 7.43 | 2.55 | 7.84 | 5.81 | 32.65 | 30/07/2013 |
Healthcare | 2.91 | 0.85 | 2.49 | 7.66 | 7.72 | 45.07 | 16/04/2024 |
Standard Money Market | 1.56 | 5.30 | 2.49 | 7.66 | 1.67 | 8.65 | 16/04/2024 |
Short Term Money Market | 1.32 | 4.51 | 2.09 | 6.40 | 1.34 | 6.87 | 16/04/2024 |
Flexible Investment | 3.18 | 7.63 | 1.97 | 6.03 | 4.99 | 27.57 | 16/04/2024 |
Mixed Investment 40-85% Shares | 2.71 | 7.41 | 1.86 | 5.70 | 4.50 | 24.64 | 16/04/2024 |
UK All Companies | 1.58 | 3.69 | 1.55 | 4.73 | 3.26 | 17.42 | 16/04/2024 |
Global High Yield Bond | 0.76 | 7.49 | 1.54 | 4.68 | 2.91 | 15.40 | 16/04/2024 |
USD Corporate Bond | 0.11 | 2.18 | 1.22 | 3.70 | 2.09 | 10.90 | 16/04/2024 |
£ High Yield | 1.38 | 9.17 | 1.18 | 3.58 | 2.71 | 14.28 | 16/04/2024 |
Infrastructure | -4.36 | -7.66 | 0.87 | 2.63 | 3.14 | 16.69 | 16/04/2024 |
USD Mixed Bond | 0.49 | 1.72 | 0.86 | 2.59 | 1.60 | 8.28 | 16/04/2024 |
Global Emerging Markets Bond - Local Currency | -3.12 | 1.13 | 0.84 | 2.53 | 0.74 | 3.74 | 16/04/2024 |
Financials and Financial Innovation | 5.06 | 17.35 | 0.51 | 1.54 | 6.06 | 34.18 | 16/04/2024 |
USD Government Bond | -0.06 | -1.46 | 0.48 | 1.46 | 1.27 | 6.52 | 16/04/2024 |
North American Smaller Companies | 2.31 | 12.98 | 0.36 | 1.10 | 8.07 | 47.38 | 16/04/2024 |
Mixed Investment 20-60% Shares | 1.30 | 5.50 | 0.24 | 0.73 | 2.51 | 13.20 | 16/04/2024 |
EUR High Yield Bond | -0.60 | 5.90 | 0.14 | 0.41 | 1.66 | 8.60 | 16/04/2024 |
Global Emerging Markets Bond - Blended | 0.28 | 7.02 | -0.28 | -0.85 | 1.14 | 5.86 | 16/04/2024 |
Mixed Investment 0-35% Shares | 0.15 | 3.75 | -0.99 | -2.94 | 1.18 | 6.02 | 16/04/2024 |
Global Emerging Markets Bond - Hard Currency | 1.36 | 7.50 | -0.99 | -2.95 | 0.85 | 4.31 | 16/04/2024 |
UK Direct Property | -1.42 | -1.89 | -1.01 | -3.00 | -1.57 | -7.59 | 16/04/2024 |
£ Strategic Bond | -0.35 | 5.20 | -1.31 | -3.89 | 1.33 | 6.81 | 16/04/2024 |
Global Inflation Linked Bond | -1.41 | -0.76 | -1.48 | -4.36 | 0.89 | 4.54 | 16/04/2024 |
Global Mixed Bond | -0.70 | 2.57 | -1.68 | -4.95 | 0.34 | 1.73 | 16/04/2024 |
Global Corporate Bond | -1.15 | 3.19 | -2.03 | -5.98 | 0.67 | 3.42 | 16/04/2024 |
European Smaller Companies | 1.93 | 2.80 | -2.05 | -6.03 | 5.22 | 28.99 | 16/04/2024 |
EUR Corporate Bond | -1.16 | 2.58 | -2.50 | -7.31 | -0.59 | -2.90 | 16/04/2024 |
£ Corporate Bond | -1.28 | 5.10 | -3.24 | -9.40 | 0.17 | 0.83 | 16/04/2024 |
Global Emerging Markets | 3.18 | 5.70 | -3.33 | -9.67 | 2.05 | 10.68 | 16/04/2024 |
Asia Pacific Including Japan | 1.92 | 2.69 | -3.51 | -10.15 | 4.20 | 22.86 | 16/04/2024 |
Global Government Bond | -2.88 | -2.52 | -3.56 | -10.30 | -1.27 | -6.19 | 16/04/2024 |
Asia Pacific Excluding Japan | 1.05 | -1.19 | -3.66 | -10.57 | 3.20 | 17.05 | 16/04/2024 |
EUR Mixed Bond | -2.19 | 1.95 | -4.25 | -12.21 | -1.29 | -6.27 | 16/04/2024 |
EUR Government Bond | -2.94 | 0.16 | -4.77 | -13.65 | -1.55 | -7.53 | 16/04/2024 |
UK Smaller Companies | 1.52 | 3.49 | -7.43 | -20.68 | 2.11 | 10.99 | 16/04/2024 |
UK Gilts | -4.04 | -2.01 | -8.21 | -22.67 | -3.87 | -17.91 | 16/04/2024 |
UK Index Linked Gilts | -5.30 | -7.18 | -12.26 | -32.45 | -6.06 | -26.85 | 16/04/2024 |
China/Greater China | 1.34 | -17.76 | -15.22 | -39.06 | -3.75 | -17.38 | 16/04/2024 |
Commodities and Natural Resources | - | - | - | - | - | - | - |
Specialist Bond | - | - | - | - | - | - | - |
Volatility Managed | - | - | - | - | - | - | - |