IA (formerly IMA) Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date |
---|---|---|---|---|---|---|---|
India/Indian Subcontinent | 4.24 | 31.69 | 13.97 | 48.02 | 11.21 | 70.14 | 27/03/2024 |
North America | 10.00 | 26.85 | 11.55 | 38.80 | 13.87 | 91.41 | 27/03/2024 |
Latin America | -3.35 | 23.30 | 10.59 | 35.25 | 3.47 | 18.61 | 27/03/2024 |
Technology and Technology Innovation | 10.92 | 35.97 | 9.40 | 30.94 | 16.97 | 118.93 | 27/03/2024 |
Global Equity Income | 5.51 | 14.51 | 9.17 | 30.11 | 9.31 | 56.07 | 27/03/2024 |
Europe Excluding UK | 6.57 | 15.73 | 8.19 | 26.63 | 9.91 | 60.42 | 27/03/2024 |
Unclassified Sector | 8.85 | 14.00 | 8.04 | 26.13 | 7.36 | 42.63 | 30/07/2013 |
Europe Including UK | 5.49 | 14.39 | 7.94 | 25.77 | 9.15 | 54.90 | 27/03/2024 |
Global | 7.40 | 18.60 | 7.15 | 23.03 | 10.28 | 63.10 | 27/03/2024 |
Property Other | 1.79 | 5.76 | 7.00 | 22.49 | 7.31 | 42.30 | 27/09/2018 |
UK Equity Income | 1.84 | 9.31 | 5.94 | 18.88 | 4.63 | 25.41 | 27/03/2024 |
Healthcare | 6.16 | 8.17 | 5.07 | 16.01 | 8.26 | 48.73 | 27/03/2024 |
USD High Yield Bond | 2.14 | 8.90 | 4.01 | 12.51 | 4.23 | 22.99 | 27/03/2024 |
Japan | 9.92 | 19.27 | 3.85 | 12.01 | 7.57 | 44.01 | 27/03/2024 |
Global Bonds | -2.14 | 3.74 | 3.68 | 11.47 | 4.32 | 23.53 | 29/04/2021 |
Flexible Investment | 4.14 | 11.05 | 3.64 | 11.31 | 5.77 | 32.38 | 27/03/2024 |
Targeted Absolute Return | 3.79 | 6.35 | 3.57 | 11.11 | 3.76 | 20.27 | 30/07/2013 |
UK All Companies | 2.40 | 9.19 | 3.56 | 11.06 | 4.45 | 24.32 | 27/03/2024 |
Mixed Investment 40-85% Shares | 3.87 | 11.09 | 3.53 | 10.98 | 5.32 | 29.61 | 27/03/2024 |
Financials and Financial Innovation | 8.61 | 26.76 | 3.14 | 9.70 | 8.11 | 47.66 | 27/03/2024 |
North American Smaller Companies | 5.01 | 17.08 | 2.59 | 7.99 | 9.79 | 59.53 | 27/03/2024 |
Infrastructure | -2.70 | -2.43 | 2.57 | 7.90 | 3.77 | 20.34 | 27/03/2024 |
Specialist | 2.37 | 7.43 | 2.55 | 7.84 | 5.81 | 32.65 | 30/07/2013 |
Standard Money Market | 1.27 | 5.24 | 2.39 | 7.35 | 1.62 | 8.39 | 27/03/2024 |
Global Emerging Markets Bond - Local Currency | -1.53 | 4.17 | 2.15 | 6.58 | 1.46 | 7.51 | 27/03/2024 |
Global High Yield Bond | 1.39 | 10.15 | 2.13 | 6.54 | 3.41 | 18.23 | 27/03/2024 |
Short Term Money Market | 1.06 | 4.46 | 2.00 | 6.11 | 1.29 | 6.63 | 27/03/2024 |
£ High Yield | 1.96 | 11.59 | 1.72 | 5.25 | 3.10 | 16.50 | 27/03/2024 |
USD Corporate Bond | 0.56 | 2.18 | 1.59 | 4.84 | 2.37 | 12.44 | 27/03/2024 |
Mixed Investment 20-60% Shares | 2.26 | 8.36 | 1.43 | 4.36 | 3.07 | 16.35 | 27/03/2024 |
USD Mixed Bond | 0.90 | 1.58 | 1.18 | 3.59 | 1.87 | 9.73 | 27/03/2024 |
EUR High Yield Bond | 0.02 | 8.45 | 1.01 | 3.07 | 2.40 | 12.57 | 27/03/2024 |
USD Government Bond | 0.11 | -2.28 | 0.65 | 1.97 | 1.32 | 6.79 | 27/03/2024 |
European Smaller Companies | 2.96 | 8.38 | 0.63 | 1.90 | 6.75 | 38.61 | 27/03/2024 |
Global Emerging Markets Bond - Blended | 1.21 | 9.30 | 0.54 | 1.62 | 1.62 | 8.35 | 27/03/2024 |
Mixed Investment 0-35% Shares | 1.34 | 6.00 | -0.07 | -0.20 | 1.59 | 8.21 | 27/03/2024 |
Global Emerging Markets Bond - Hard Currency | 1.94 | 8.72 | -0.37 | -1.12 | 1.13 | 5.80 | 27/03/2024 |
£ Strategic Bond | 0.95 | 7.37 | -0.65 | -1.94 | 1.67 | 8.65 | 27/03/2024 |
UK Direct Property | -1.12 | -0.97 | -0.86 | -2.55 | -1.54 | -7.47 | 27/03/2024 |
Global Inflation Linked Bond | -0.48 | 0.32 | -1.09 | -3.22 | 0.99 | 5.04 | 27/03/2024 |
Global Mixed Bond | 0.22 | 3.87 | -1.16 | -3.43 | 0.62 | 3.15 | 27/03/2024 |
Global Corporate Bond | 0.27 | 5.26 | -1.30 | -3.84 | 1.01 | 5.15 | 27/03/2024 |
EUR Corporate Bond | -0.68 | 3.84 | -1.87 | -5.52 | -0.15 | -0.76 | 27/03/2024 |
Asia Pacific Including Japan | 2.74 | 4.67 | -2.33 | -6.82 | 5.21 | 28.90 | 27/03/2024 |
Asia Pacific Excluding Japan | 2.46 | 1.94 | -2.39 | -7.00 | 4.52 | 24.73 | 27/03/2024 |
Global Emerging Markets | 3.13 | 7.94 | -2.48 | -7.25 | 3.12 | 16.63 | 27/03/2024 |
£ Corporate Bond | 0.38 | 6.94 | -2.53 | -7.39 | 0.45 | 2.25 | 27/03/2024 |
Global Government Bond | -1.65 | -1.91 | -2.94 | -8.56 | -0.98 | -4.82 | 27/03/2024 |
EUR Mixed Bond | -1.40 | 2.71 | -3.71 | -10.72 | -0.95 | -4.65 | 27/03/2024 |
EUR Government Bond | -2.02 | 0.37 | -4.29 | -12.34 | -1.21 | -5.88 | 27/03/2024 |
UK Smaller Companies | 0.78 | 4.72 | -5.86 | -16.58 | 2.75 | 14.53 | 27/03/2024 |
UK Gilts | -1.75 | -0.86 | -7.91 | -21.90 | -3.93 | -18.15 | 27/03/2024 |
UK Index Linked Gilts | -2.08 | -4.00 | -11.39 | -30.43 | -6.10 | -26.98 | 27/03/2024 |
China/Greater China | -0.77 | -19.26 | -15.60 | -39.88 | -2.88 | -13.61 | 27/03/2024 |
Commodities and Natural Resources | - | - | - | - | - | - | - |
Specialist Bond | - | - | - | - | - | - | - |
Volatility Managed | - | - | - | - | - | - | - |