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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.

×
IA (formerly IMA) SectorYTD
(%)
1Y
(%)
3Y
(%)
CUM 3Y
(%)
5Y
(%)
CUM 5Y
(%)
Date
Technology and Telecommunications24.3720.0615.3453.4318.95138.1615/10/2019
North America19.9912.0511.0236.8515.21102.9915/10/2019
North American Smaller Companies20.558.9210.0033.1114.7999.2715/10/2019
UK Smaller Companies10.130.918.6028.1010.4364.2015/10/2019
Global17.0711.388.3727.2811.6773.6815/10/2019
China/Greater China16.9518.018.2926.9812.2978.5615/10/2019
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Japanese Smaller Companies13.262.667.1623.0515.76107.9015/10/2019
Property Other1.795.767.0022.497.3142.3027/09/2018
Asia Pacific Including Japan13.5212.236.8922.1311.8174.7515/10/2019
Europe Including UK15.659.506.5220.869.8960.2215/10/2019
Global Equity Income14.9511.456.4820.7410.1161.8415/10/2019
Asia Pacific Excluding Japan11.9814.806.1119.469.8259.7715/10/2019
Europe Excluding UK15.539.146.0219.1710.2663.0015/10/2019
Japan14.285.435.9118.8012.5480.5515/10/2019
European Smaller Companies12.292.935.2816.6912.4679.8715/10/2019
UK All Companies12.796.725.2116.467.3242.3715/10/2019
Mixed Investment 40-85% Shares11.748.125.1816.377.3242.3615/10/2019
Flexible Investment11.087.075.0816.017.3142.2715/10/2019
Global Emerging Markets10.5313.074.9815.697.7245.0415/10/2019
UK Direct Property0.21-0.134.2513.323.8220.6115/10/2019
£ High Yield8.874.874.2213.214.4624.3915/10/2019
UK Index Linked Gilts12.7515.854.1913.098.2648.7315/10/2019
UK Equity And Bond Income10.396.783.8211.896.1334.6115/10/2019
£ Corporate Bond8.738.633.8011.844.6325.3915/10/2019
UK Equity Income10.815.393.7911.796.5637.4215/10/2019
Mixed Investment 20-60% Shares9.026.473.6711.415.2729.2615/10/2019
UK Gilts10.2613.533.5811.115.3629.8215/10/2019
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
£ Strategic Bond7.987.053.5310.963.9421.3115/10/2019
Mixed Investment 0-35% Shares7.316.202.788.594.2323.0015/10/2019
Specialist2.377.432.557.845.8132.6530/07/2013
Global Emerging Markets Bond10.0012.562.176.644.9827.5115/10/2019
Global Bonds6.727.931.835.604.6925.7815/10/2019
Standard Money Market0.530.660.381.160.351.7415/10/2019
Short Term Money Market0.450.560.300.910.251.2415/10/2019
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.

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