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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 Companies17.9012.1724.7794.2221.98170.0420/10/2017
European Smaller Companies25.0322.3523.3587.7017.99128.7020/10/2017
Technology and Telecommunications21.9620.6823.0986.5118.94138.0720/10/2017
China/Greater China33.9623.7520.7776.1615.30103.7820/10/2017
Japan13.0010.4619.9472.5216.37113.4120/10/2017
North American Smaller Companies5.9114.3719.1869.2617.58124.7620/10/2017
North America8.1212.6318.6867.1617.07119.9220/10/2017
UK Smaller Companies23.7928.8718.0964.7016.49114.4920/10/2017
Asia Pacific Including Japan19.9113.1918.0864.6513.7790.6020/10/2017
Europe Excluding UK19.1718.8417.9364.0314.4896.6020/10/2017
Asia Pacific Excluding Japan22.9015.1716.0256.1511.7974.5920/10/2017
Global12.1313.1315.8255.3613.2986.6520/10/2017
Europe Including UK16.1216.5715.6054.4713.1885.7420/10/2017
Global Equity Income9.5810.6814.3649.5712.3378.8320/10/2017
Global Emerging Markets23.0215.2814.0948.498.6751.5420/10/2017
UK All Companies11.9414.3411.9240.2111.0468.7920/10/2017
UK Equity Income10.1711.7311.3237.9311.0669.0020/10/2017
Flexible Investment9.9710.4311.0036.759.2555.6520/10/2017
Mixed Investment 40-85% Shares8.909.5210.5535.119.0654.2920/10/2017
UK Equity And Bond Income7.798.809.6131.709.0654.3120/10/2017
UK Index Linked Gilts-0.28-3.048.9029.158.9553.4920/10/2017
Property5.534.428.6728.327.9346.4420/10/2017
Personal Pensions11.6517.388.3827.302.6914.1730/07/2013
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Mixed Investment 20-60% Shares6.416.707.6524.746.7238.4020/10/2017
Global Emerging Markets Bond6.611.517.0522.683.5919.2820/10/2017
Global Bonds2.87-0.406.1019.444.1422.4620/10/2017
Mixed Investment 0-35% Shares4.404.045.8618.625.1128.2720/10/2017
£ High Yield6.417.485.7718.346.1034.4420/10/2017
£ Corporate Bond3.893.785.4517.255.4830.5720/10/2017
UK Gilts-0.13-0.965.2016.414.1922.7920/10/2017
£ Strategic Bond4.774.574.7815.055.0928.1920/10/2017
Protected5.939.554.5714.354.1722.6430/07/2013
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Specialist2.377.432.557.845.8132.6530/07/2013
Money Market0.100.140.240.720.251.2420/10/2017
Short Term Money Market0.050.080.140.410.120.6120/10/2017
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.