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 Telecommunications6.9535.2619.4570.4418.14130.0923/01/2020
North America3.8724.3412.0840.7913.3086.6923/01/2020
China/Greater China1.7121.4511.9540.3010.3663.7323/01/2020
UK Smaller Companies1.2322.2111.6239.0912.1377.2223/01/2020
North American Smaller Companies3.4722.8710.3234.2612.9583.8823/01/2020
Global2.7921.5110.0233.1810.6866.0523/01/2020
Asia Pacific Including Japan1.6417.369.1630.0910.8967.6723/01/2020
Japanese Smaller Companies-0.0116.518.9629.3614.5897.4523/01/2020
Asia Pacific Excluding Japan2.0816.628.8929.138.9153.2023/01/2020
Europe Including UK1.3319.028.1326.448.6451.3023/01/2020
European Smaller Companies0.7116.368.1026.3411.6673.5523/01/2020
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global Emerging Markets1.8914.868.0226.057.6344.4523/01/2020
Global Equity Income1.8918.237.8525.459.0153.9523/01/2020
Europe Excluding UK1.1518.577.4223.969.1755.0523/01/2020
UK All Companies-0.1017.327.1623.076.9740.0623/01/2020
Property Other1.795.767.0022.497.3142.3027/09/2018
Japan0.6516.076.6021.1311.0769.0123/01/2020
Mixed Investment 40-85% Shares1.3814.606.4920.756.6237.7723/01/2020
Flexible Investment1.3414.116.3720.376.6337.8323/01/2020
UK Equity Income-0.3715.286.0119.156.0033.8523/01/2020
UK Equity And Bond Income0.3113.575.4217.165.4430.3123/01/2020
UK Index Linked Gilts4.7112.315.1216.165.7932.4923/01/2020
£ Corporate Bond2.0011.164.9815.694.1722.6923/01/2020
UK Gilts2.9510.424.7014.763.7420.1523/01/2020
Mixed Investment 20-60% Shares0.9510.914.6714.694.7726.2623/01/2020
£ High Yield0.679.564.4814.064.9527.3223/01/2020
£ Strategic Bond1.199.474.2613.333.8220.5923/01/2020
Global Emerging Markets Bond1.2510.073.9612.365.1028.2323/01/2020
Mixed Investment 0-35% Shares1.008.623.6411.333.7119.9623/01/2020
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Direct Property0.25-0.793.079.492.9315.5523/01/2020
Global Bonds0.866.932.828.694.3223.5223/01/2020
Specialist2.377.432.557.845.8132.6530/07/2013
Standard Money Market0.060.700.431.300.371.8623/01/2020
Short Term Money Market0.030.560.331.010.271.3523/01/2020
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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