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 Telecommunications3.0038.7424.2191.6326.97229.9819/01/2021
North American Smaller Companies6.7325.4616.3557.5220.55154.5519/01/2021
North America2.0113.4612.8043.5317.40122.9919/01/2021
China/Greater China7.9834.4212.6242.8421.69166.8919/01/2021
Asia Pacific Including Japan4.7428.3311.1737.3818.39132.5419/01/2021
Global2.5113.399.9032.7215.19102.8319/01/2021
Asia Pacific Excluding Japan6.9722.239.5731.5517.61124.9819/01/2021
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Property Other1.795.767.0022.497.3142.3027/09/2018
Global Emerging Markets6.6416.256.3920.4316.76116.9919/01/2021
UK Smaller Companies1.647.225.9618.9511.8374.8719/01/2021
European Smaller Companies1.0316.875.6718.0013.1485.3719/01/2021
Global Equity Income2.793.265.6017.7711.2570.4219/01/2021
Japan2.1815.255.3416.9013.0484.5619/01/2021
UK Gilts-1.564.655.1616.305.0527.9119/01/2021
UK Index Linked Gilts-2.864.375.1316.187.4643.2919/01/2021
Flexible Investment1.656.845.0515.949.3456.2919/01/2021
Japanese Smaller Companies0.8714.095.0015.7816.01110.1019/01/2021
Mixed Investment 40-85% Shares1.435.114.8815.368.7251.9319/01/2021
£ Corporate Bond-0.585.444.7815.045.7532.2719/01/2021
Europe Including UK1.255.354.7414.9010.5164.8219/01/2021
Europe Excluding UK1.028.904.6214.5111.3371.0219/01/2021
£ Strategic Bond-0.035.044.0912.785.1728.6719/01/2021
Global Bonds-0.234.544.0512.665.5430.9719/01/2021
Global Emerging market Bond - Hard Currency-0.871.333.9112.197.1241.0119/01/2021
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
£ High Yield0.433.193.5310.966.1034.4619/01/2021
Mixed Investment 20-60% Shares0.863.173.3410.376.2835.6219/01/2021
Mixed Investment 0-35% Shares0.293.163.039.374.9627.4119/01/2021
Global Emerging market Bond - Blended-0.621.312.969.167.3442.5119/01/2021
Specialist2.377.432.557.845.8132.6530/07/2013
Global Emerging market Bond - Local Currency-0.58-1.281.113.386.8639.3219/01/2021
UK All Companies1.97-5.301.053.177.0340.4619/01/2021
Standard Money Market0.000.410.531.580.402.0419/01/2021
Short Term Money Market0.000.090.341.020.261.2819/01/2021
UK Equity And Bond Income2.47-8.13-0.19-0.574.6025.1919/01/2021
UK Direct Property0.17-3.80-0.66-1.980.763.8819/01/2021
UK Equity Income2.39-9.47-0.87-2.594.7326.0119/01/2021
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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