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
Technology and Telecommunications16.6225.0423.5888.7418.35132.1713/08/2018
Japanese Smaller Companies1.8212.9622.2382.6316.65116.0213/08/2018
North American Smaller Companies16.0425.5319.6471.2714.6898.3913/08/2018
North America12.8319.8718.5466.5815.47105.2713/08/2018
China/Greater China-0.9410.1617.5962.6112.7882.4713/08/2018
Asia Pacific Excluding Japan-0.826.4616.9059.7410.2963.1813/08/2018
Asia Pacific Including Japan0.718.5116.8759.6311.1069.2713/08/2018
European Smaller Companies3.468.9516.0056.1013.2286.0513/08/2018
Global Emerging Markets-4.501.9215.3153.347.4443.1913/08/2018
Global6.9412.6814.8051.3111.1769.8313/08/2018
Japan0.378.0814.1748.8211.2770.5413/08/2018
UK Smaller Companies4.1912.2213.2445.2212.9183.5213/08/2018
Global Equity Income3.687.6012.6042.759.6458.4213/08/2018
Europe Excluding UK1.403.8112.0240.569.4256.8413/08/2018
Europe Including UK3.376.5010.7735.929.0254.0313/08/2018
Flexible Investment2.536.248.8528.987.3142.3313/08/2018
Personal Pensions11.6517.388.3827.302.6914.1730/07/2013
Mixed Investment 40-85% Shares2.636.078.3327.137.1741.3913/08/2018
UK All Companies2.498.438.2626.887.8345.7913/08/2018
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global Emerging Markets Bond-4.54-4.857.5524.392.9615.7113/08/2018
UK Index Linked Gilts0.811.577.1422.978.4349.8813/08/2018
Property3.066.257.0322.607.5143.6413/08/2018
UK Equity Income1.465.866.8722.057.5643.9813/08/2018
Global Bonds1.27-0.126.8321.943.9121.1413/08/2018
UK Equity And Bond Income1.494.646.5520.976.7138.3613/08/2018
Mixed Investment 20-60% Shares1.003.155.8618.645.3729.8613/08/2018
£ High Yield0.001.505.0215.854.6725.6613/08/2018
Protected5.939.554.5714.354.1722.6430/07/2013
Mixed Investment 0-35% Shares0.381.604.5114.164.2623.2113/08/2018
£ Corporate Bond-0.72-0.104.4714.035.1128.2913/08/2018
UK Gilts0.580.324.2413.265.3729.8813/08/2018
£ Strategic Bond-0.810.133.7011.514.2823.3413/08/2018
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.200.250.250.750.261.3013/08/2018
Short Term Money Market0.150.170.160.490.140.7313/08/2018
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.