IA (formerly IMA) Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date |
---|---|---|---|---|---|---|---|
India/Indian Subcontinent | 8.38 | 33.56 | 17.11 | 60.62 | 11.48 | 72.17 | 22/04/2024 |
North America | 7.45 | 21.70 | 8.29 | 27.00 | 12.27 | 78.34 | 22/04/2024 |
Unclassified Sector | 8.85 | 14.00 | 8.04 | 26.13 | 7.36 | 42.63 | 30/07/2013 |
Global Equity Income | 4.07 | 8.87 | 7.48 | 24.18 | 8.13 | 47.79 | 22/04/2024 |
Property Other | 1.79 | 5.76 | 7.00 | 22.49 | 7.31 | 42.30 | 27/09/2018 |
Latin America | -6.81 | 13.55 | 6.94 | 22.29 | 2.38 | 12.50 | 22/04/2024 |
Europe Excluding UK | 4.45 | 7.76 | 5.36 | 16.97 | 8.16 | 48.05 | 22/04/2024 |
UK Equity Income | 2.70 | 5.26 | 5.12 | 16.15 | 3.93 | 21.27 | 22/04/2024 |
Europe Including UK | 4.00 | 6.72 | 5.06 | 15.98 | 7.09 | 40.87 | 22/04/2024 |
Global | 4.73 | 12.39 | 4.41 | 13.83 | 9.06 | 54.30 | 22/04/2024 |
USD High Yield Bond | 3.24 | 9.11 | 4.13 | 12.89 | 4.09 | 22.17 | 22/04/2024 |
Global Bonds | -2.14 | 3.74 | 3.68 | 11.47 | 4.32 | 23.53 | 29/04/2021 |
Targeted Absolute Return | 3.79 | 6.35 | 3.57 | 11.11 | 3.76 | 20.27 | 30/07/2013 |
Technology and Technology Innovation | 5.89 | 30.14 | 3.41 | 10.60 | 13.72 | 90.17 | 22/04/2024 |
Specialist | 2.37 | 7.43 | 2.55 | 7.84 | 5.81 | 32.65 | 30/07/2013 |
Standard Money Market | 1.64 | 5.29 | 2.52 | 7.75 | 1.69 | 8.73 | 22/04/2024 |
UK All Companies | 2.29 | 4.22 | 2.16 | 6.62 | 3.37 | 18.03 | 22/04/2024 |
Flexible Investment | 2.80 | 7.14 | 2.14 | 6.56 | 4.86 | 26.78 | 22/04/2024 |
Short Term Money Market | 1.37 | 4.50 | 2.11 | 6.45 | 1.35 | 6.93 | 22/04/2024 |
Mixed Investment 40-85% Shares | 2.17 | 6.79 | 1.97 | 6.02 | 4.34 | 23.69 | 22/04/2024 |
USD Government Bond | 1.75 | 0.92 | 1.97 | 6.01 | 1.05 | 5.35 | 22/04/2024 |
Japan | 4.78 | 11.08 | 1.89 | 5.79 | 5.64 | 31.59 | 22/04/2024 |
Global High Yield Bond | 1.35 | 9.10 | 1.85 | 5.65 | 2.82 | 14.90 | 22/04/2024 |
North American Smaller Companies | 1.59 | 11.00 | 1.70 | 5.18 | 8.76 | 52.14 | 22/04/2024 |
USD Mixed Bond | 1.66 | 2.63 | 1.54 | 4.68 | 1.97 | 10.24 | 22/04/2024 |
£ High Yield | 1.62 | 9.72 | 1.42 | 4.32 | 2.83 | 14.97 | 22/04/2024 |
Infrastructure | -3.64 | -6.00 | 1.40 | 4.25 | 3.96 | 21.43 | 22/04/2024 |
Global Emerging Markets Bond - Local Currency | -2.19 | 2.57 | 1.25 | 3.79 | 0.80 | 4.05 | 22/04/2024 |
USD Corporate Bond | 0.75 | 2.63 | 0.82 | 2.49 | 1.98 | 10.30 | 22/04/2024 |
EUR High Yield Bond | 0.68 | 7.76 | 0.48 | 1.44 | 1.97 | 10.25 | 22/04/2024 |
Healthcare | 1.58 | -0.71 | 0.35 | 1.04 | 10.74 | 66.52 | 22/04/2024 |
Mixed Investment 20-60% Shares | 0.94 | 5.27 | 0.29 | 0.88 | 2.41 | 12.65 | 22/04/2024 |
Global Emerging Markets Bond - Blended | 1.04 | 8.58 | -0.04 | -0.13 | 1.02 | 5.21 | 22/04/2024 |
Financials and Financial Innovation | 6.16 | 18.34 | -0.20 | -0.58 | 5.89 | 33.12 | 22/04/2024 |
UK Direct Property | -1.15 | -1.63 | -0.93 | -2.77 | -1.51 | -7.32 | 22/04/2024 |
Mixed Investment 0-35% Shares | -0.03 | 3.85 | -0.95 | -2.83 | 1.13 | 5.78 | 22/04/2024 |
Global Emerging Markets Bond - Hard Currency | 1.78 | 8.79 | -1.19 | -3.53 | 0.70 | 3.57 | 22/04/2024 |
Global Inflation Linked Bond | -1.16 | -0.09 | -1.32 | -3.91 | 0.90 | 4.57 | 22/04/2024 |
£ Strategic Bond | -0.53 | 5.30 | -1.45 | -4.29 | 1.29 | 6.60 | 22/04/2024 |
Global Mixed Bond | -0.48 | 3.19 | -1.47 | -4.34 | 0.32 | 1.60 | 22/04/2024 |
Global Corporate Bond | -1.07 | 3.71 | -1.98 | -5.83 | 0.59 | 2.99 | 22/04/2024 |
European Smaller Companies | 2.19 | 3.92 | -2.09 | -6.14 | 5.24 | 29.10 | 22/04/2024 |
EUR Corporate Bond | -0.30 | 4.22 | -2.76 | -8.06 | -0.58 | -2.86 | 22/04/2024 |
Asia Pacific Excluding Japan | 1.91 | 0.93 | -3.19 | -9.26 | 3.28 | 17.50 | 22/04/2024 |
£ Corporate Bond | -1.08 | 5.63 | -3.22 | -9.35 | 0.19 | 0.98 | 22/04/2024 |
Global Government Bond | -2.71 | -2.38 | -3.39 | -9.82 | -1.66 | -8.02 | 22/04/2024 |
EUR Government Bond | -1.59 | 1.19 | -3.60 | -10.42 | -0.71 | -3.50 | 22/04/2024 |
Global Emerging Markets | 2.28 | 6.03 | -3.63 | -10.50 | 2.30 | 12.04 | 22/04/2024 |
Asia Pacific Including Japan | 0.06 | 0.69 | -4.40 | -12.64 | 2.05 | 10.70 | 22/04/2024 |
EUR Mixed Bond | -1.21 | 3.25 | -4.75 | -13.59 | -1.82 | -8.78 | 22/04/2024 |
UK Smaller Companies | 1.62 | 3.93 | -7.46 | -20.76 | 2.03 | 10.57 | 22/04/2024 |
UK Gilts | -3.65 | -0.57 | -8.16 | -22.53 | -3.79 | -17.55 | 22/04/2024 |
UK Index Linked Gilts | -5.17 | -5.55 | -12.36 | -32.69 | -5.98 | -26.54 | 22/04/2024 |
China/Greater China | 1.56 | -15.96 | -15.87 | -40.45 | -3.90 | -18.02 | 22/04/2024 |
Commodities and Natural Resources | - | - | - | - | - | - | - |
Specialist Bond | - | - | - | - | - | - | - |
Volatility Managed | - | - | - | - | - | - | - |