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
India/Indian Subcontinent5.7027.1814.9851.9913.1285.2501/03/2024
North America7.5920.9711.4038.2313.3887.3901/03/2024
Latin America-4.3714.5110.7235.732.3812.4801/03/2024
Global Equity Income3.158.669.7932.338.9053.1201/03/2024
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Europe Excluding UK3.177.877.9625.849.0854.4101/03/2024
Technology and Technology Innovation10.3837.347.7925.2517.17120.8801/03/2024
Europe Including UK2.277.177.6924.898.4750.1901/03/2024
Property Other1.795.767.0022.497.3142.3027/09/2018
Global4.9912.716.7921.789.8760.1301/03/2024
UK Equity Income-1.57-1.086.0019.103.8921.0501/03/2024
Healthcare5.205.104.7114.827.7945.5301/03/2024
USD High Yield Bond1.034.903.9112.194.2022.8501/03/2024
Japan7.4116.023.8211.907.4543.2201/03/2024
Global Bonds-2.143.743.6811.474.3223.5329/04/2021
Infrastructure-3.46-5.583.6011.203.9721.5001/03/2024
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK All Companies-0.64-0.093.4510.703.7820.3701/03/2024
Flexible Investment2.026.153.2810.175.4430.3301/03/2024
Mixed Investment 40-85% Shares1.686.413.199.875.0227.7601/03/2024
Specialist2.377.432.557.845.8132.6530/07/2013
Financials and Financial Innovation5.9911.312.447.497.4443.1501/03/2024
Standard Money Market0.905.102.266.941.568.0501/03/2024
Global High Yield Bond0.637.611.905.813.3818.0801/03/2024
Short Term Money Market0.704.271.885.741.236.2901/03/2024
£ High Yield1.239.401.494.553.0816.3701/03/2024
North American Smaller Companies3.505.841.404.278.9253.3301/03/2024
USD Corporate Bond-0.201.261.303.972.7514.5101/03/2024
Global Emerging Markets Bond - Local Currency-1.404.171.273.861.346.9001/03/2024
Mixed Investment 20-60% Shares0.404.891.153.482.8515.0601/03/2024
USD Mixed Bond0.050.421.013.052.0810.8601/03/2024
USD Government Bond-0.14-2.010.672.041.819.4001/03/2024
EUR High Yield Bond-0.166.250.672.032.3012.0201/03/2024
European Smaller Companies0.03-0.78-0.01-0.045.8032.5801/03/2024
Global Emerging Markets Bond - Blended0.067.36-0.31-0.941.447.3901/03/2024
Mixed Investment 0-35% Shares-0.184.27-0.38-1.131.487.6401/03/2024
Global Inflation Linked Bond-1.301.35-1.00-2.981.266.4501/03/2024
UK Direct Property-1.52-1.84-1.01-2.99-1.58-7.6501/03/2024
Global Emerging Markets Bond - Hard Currency0.556.00-1.02-3.031.085.5301/03/2024
£ Strategic Bond-0.256.20-1.04-3.101.688.6901/03/2024
Global Mixed Bond-0.593.63-1.55-4.580.693.4801/03/2024
Global Corporate Bond-0.645.38-1.80-5.311.206.1601/03/2024
EUR Corporate Bond-1.612.85-2.53-7.41-0.27-1.3501/03/2024
£ Corporate Bond-1.186.17-2.97-8.650.522.6101/03/2024
Global Government Bond-2.05-0.43-3.21-9.32-0.75-3.7001/03/2024
Asia Pacific Including Japan1.921.16-3.27-9.495.1828.7401/03/2024
Asia Pacific Excluding Japan0.54-3.89-3.59-10.384.2222.9601/03/2024
Global Emerging Markets1.521.91-3.80-10.972.8114.8701/03/2024
EUR Mixed Bond-2.352.79-4.35-12.48-0.85-4.1901/03/2024
EUR Government Bond-2.941.69-4.89-13.97-1.16-5.6701/03/2024
UK Smaller Companies-1.25-4.04-5.50-15.622.3412.2701/03/2024
UK Gilts-3.011.28-8.02-22.19-3.47-16.2101/03/2024
UK Index Linked Gilts-4.60-2.28-11.09-29.72-5.25-23.6301/03/2024
China/Greater China-0.68-24.40-17.60-44.05-2.86-13.5001/03/2024
Commodities and Natural Resources-------
Specialist Bond-------
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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