IMA Sectors, Fund Returns , Performance

Welcome to Morningstar

Sign Up My Account

Close
Login Log out

Keep me signed in.

Forgot your password?

Not already a member? Click here to register.

Logging in...

Close
Company Site


IMA Sector	YTD (%)	1Y (%)	3Y (%)	CUM 3Y (%)	5Y (%)	CUM 5Y (%)	Date

UK Smaller Companies GBP	8.55	-3.63	25.49	97.62	1.23	6.30	03/02/2012
Global Emerging Markets GBP	10.60	-4.97	22.72	84.82	8.45	50.05	03/02/2012
Asia Pacific Excluding Japan GBP	8.69	-5.19	21.84	80.86	8.91	53.20	03/02/2012
Technology and Telecommunications GBP	6.84	0.13	21.80	80.71	8.17	48.11	03/02/2012
North American Smaller Companies GBP	5.10	2.44	19.17	69.25	7.29	42.19	03/02/2012
European Smaller Companies GBP	9.60	-8.81	18.52	66.50	0.61	3.07	03/02/2012
£ High Yield GBP	5.44	0.90	18.37	65.87	4.99	27.54	03/02/2012
Specialist GBP	8.99	-5.08	18.15	64.91	3.53	18.96	03/02/2012
UK All Companies GBP	6.65	-1.59	16.98	60.08	0.73	3.72	03/02/2012
UK Equity Income GBP	4.29	1.16	14.73	51.00	-0.27	-1.34	03/02/2012
Asia Pacific Including Japan GBP	7.09	-7.47	13.78	47.30	4.43	24.20	03/02/2012
£ Strategic Bond GBP	2.88	6.25	13.34	45.58	3.78	20.40	03/02/2012
North America GBP	4.01	2.58	13.25	45.25	3.54	19.01	03/02/2012
UK Equity And Bond Income GBP	3.44	2.51	13.04	44.43	1.52	7.83	03/02/2012
Global GBP	5.86	-3.09	12.76	43.39	2.22	11.58	03/02/2012
Flexible Investment GBP	5.00	-3.14	12.43	42.13	1.30	6.69	03/02/2012
Europe Including UK GBP	7.19	-7.18	12.10	40.86	0.36	1.82	03/02/2012
£ Corporate Bond GBP	1.89	7.63	11.63	39.10	3.81	20.53	03/02/2012
UK Index Linked Gilts GBP	-1.13	22.76	11.59	38.94	9.01	53.91	03/02/2012
Unclassified Sector GBP	3.46	1.13	11.56	38.84	3.56	19.14	03/02/2012
Mixed Investment 40-85% Shares GBP	4.23	-0.79	11.41	38.27	1.75	9.07	03/02/2012
Property GBP	4.23	-0.50	10.53	35.03	-5.74	-25.59	03/02/2012
Personal Pensions GBP	3.76	0.63	10.02	33.16	-0.61	-2.99	03/02/2012
Europe Excluding UK GBP	7.56	-9.48	9.90	32.73	-0.42	-2.07	03/02/2012
Mixed Investment 20-60% Shares GBP	2.81	1.58	9.66	31.88	1.80	9.31	03/02/2012
UK Gilts GBP	-1.11	17.93	8.14	26.46	6.93	39.79	03/02/2012
Japanese Smaller Companies GBP	2.02	-4.37	7.38	23.80	-1.64	-7.96	03/02/2012
Global Bonds GBP	2.62	5.88	7.37	23.76	8.49	50.33	03/02/2012
Absolute Return GBP	1.10	0.19	4.88	15.35	3.73	20.08	03/02/2012
Protected GBP	1.60	0.71	3.56	11.07	0.98	4.98	03/02/2012
Japan GBP	3.12	-7.49	3.52	10.93	-1.83	-8.81	03/02/2012
Money Market GBP	0.07	0.05	0.60	1.82	1.44	7.39	03/02/2012
China/Greater China GBP	―	―	―	―	―	―	-
Global Equity Income GBP	―	―	―	―	―	―	-
Mixed Investment 0-35% Shares GBP	―	―	―	―	―	―	-
Short Term Money Market GBP	―	―	―	―	―	―	-

An extensive list of fund return averaged for all IMA Sectors. YTD, 1-year, 3-year and 5-year returns - annualized and cumulative.

Welcome to Morningstar.co.uk!

For more information: