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 Telecommunications3.9631.1821.2578.2525.16207.1911/06/2021
North America9.4026.4513.9047.7616.61115.6011/06/2021
North American Smaller Companies8.3740.5013.6046.6117.65125.4311/06/2021
Global7.9325.9211.1037.1414.2694.7211/06/2021
UK Smaller Companies20.1153.1710.3834.4714.6097.6411/06/2021
Asia Pacific Including Japan0.0124.969.1830.1514.8299.5511/06/2021
European Smaller Companies11.9043.109.0329.6013.7790.6011/06/2021
China/Greater China0.4825.858.9629.3618.64135.0511/06/2021
Asia Pacific Excluding Japan5.0629.908.7328.5414.6898.3611/06/2021
Europe Excluding UK10.3228.478.4327.4912.1177.1011/06/2021
Global Equity Income9.5321.768.2126.7110.6766.0211/06/2021
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Europe Including UK11.0627.228.0226.0311.5172.3911/06/2021
Global Emerging Markets4.9130.557.5224.2913.0084.2311/06/2021
Property Other1.795.767.0022.497.3142.3027/09/2018
Flexible Investment6.5419.576.6521.309.0554.2111/06/2021
UK Index Linked Gilts-1.39-1.456.2119.806.8639.3411/06/2021
Mixed Investment 40-85% Shares5.7317.036.1319.558.3449.2611/06/2021
Global High Yield Bond1.488.065.2016.425.9733.6111/06/2021
£ Corporate Bond-1.683.704.9715.684.4624.4011/06/2021
£ High Yield3.1712.644.9115.455.1628.5811/06/2021
£ Strategic Bond0.556.544.8615.294.3923.9811/06/2021
Global Corporate Bond-1.472.444.8215.174.1422.4811/06/2021
Global Emerging market Bond - Hard Currency-1.903.964.6714.664.9927.5411/06/2021
USD Corporate Bond-4.59-7.884.6214.524.5725.0211/06/2021
USD High Yield Bond-0.352.314.5514.287.0440.5411/06/2021
Japan-1.1613.154.5214.1710.9768.2511/06/2021
Mixed Investment 20-60% Shares3.8812.374.4714.005.8232.7211/06/2021
Global Emerging market Bond - Blended-1.623.814.2413.254.8326.5911/06/2021
Global Bonds-1.814.444.2113.174.1422.4916/04/2021
Global Inflation Linked Bond-0.052.474.1212.883.6619.6911/06/2021
Japanese Smaller Companies0.3315.413.7211.5911.6473.4311/06/2021
Mixed Investment 0-35% Shares1.577.143.6311.294.3123.4811/06/2021
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Gilts-6.04-6.943.5711.102.7914.7811/06/2021
USD Mixed Bond-3.43-6.833.5110.914.0622.0011/06/2021
Global Mixed Bond-2.020.463.4310.633.1917.0011/06/2021
UK All Companies12.6028.443.3010.248.1247.7511/06/2021
USD Government Bond-5.16-11.993.2410.042.7814.7011/06/2021
EUR High Yield Bond-1.455.952.838.725.5931.2411/06/2021
EUR Mixed Bond-6.05-3.012.708.333.9821.5311/06/2021
Specialist2.377.432.557.845.8132.6530/07/2013
EUR Government Bond-6.04-2.662.517.733.5018.7511/06/2021
Global Government Bond-5.01-5.462.377.282.2411.7111/06/2021
UK Equity Income13.6426.671.855.646.1334.6311/06/2021
Global Emerging market Bond - Local Currency-4.31-1.701.795.473.6019.3511/06/2021
EUR Corporate Bond-4.31-1.241.554.733.7019.9011/06/2021
Standard Money Market-0.040.100.471.420.371.8611/06/2021
Short Term Money Market-0.06-0.090.290.880.231.1611/06/2021
UK Direct Property0.84-0.14-1.10-3.270.974.9611/06/2021
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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