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 Telecommunications21.7729.3920.6475.6020.90158.3002/07/2020
China/Greater China13.8416.0011.4138.2811.8174.7102/07/2020
North America3.946.9610.9436.5213.5889.0502/07/2020
North American Smaller Companies-0.860.778.1026.3211.4271.7402/07/2020
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global0.843.507.3223.6110.1662.2302/07/2020
UK Index Linked Gilts13.639.557.2823.459.0454.1802/07/2020
Asia Pacific Including Japan5.026.877.0422.6510.9668.1802/07/2020
Property Other1.795.767.0022.497.3142.3027/09/2018
UK Gilts9.5710.426.0819.386.4936.9802/07/2020
Asia Pacific Excluding Japan1.261.405.0115.799.2655.6902/07/2020
Japanese Smaller Companies-4.601.444.3213.5211.8775.2202/07/2020
Japan-1.732.794.1312.928.5150.4502/07/2020
£ Corporate Bond2.605.143.9412.285.1528.5402/07/2020
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Global Bonds3.922.833.3410.365.8232.6602/07/2020
Europe Including UK-3.14-0.833.2310.027.0240.3802/07/2020
Global Equity Income-6.49-4.093.129.657.6144.2702/07/2020
Mixed Investment 40-85% Shares-4.04-0.892.959.105.2729.2702/07/2020
£ Strategic Bond0.302.822.898.933.8620.8202/07/2020
Global Emerging market Bond - Hard Currency-0.20-0.162.888.916.5737.4402/07/2020
Flexible Investment-3.80-0.522.868.845.3429.7002/07/2020
Europe Excluding UK-1.910.062.587.937.8145.6502/07/2020
Specialist2.377.432.557.845.8132.6530/07/2013
Global Emerging Markets-5.07-4.352.407.387.3142.3102/07/2020
Global Emerging market Bond - Blended-0.85-1.012.036.215.9333.4002/07/2020
European Smaller Companies-3.50-0.992.026.198.6351.2702/07/2020
Mixed Investment 0-35% Shares-1.100.681.966.013.5018.7702/07/2020
Mixed Investment 20-60% Shares-4.17-1.461.604.883.6719.7702/07/2020
£ High Yield-5.32-2.361.263.823.1816.9402/07/2020
UK Smaller Companies-15.92-6.131.113.365.7832.4102/07/2020
UK Direct Property-3.31-4.390.902.711.497.6802/07/2020
Global Emerging market Bond - Local Currency-2.11-2.550.842.555.1928.7702/07/2020
Standard Money Market0.370.690.521.560.412.0702/07/2020
Short Term Money Market0.160.410.371.100.291.4402/07/2020
UK All Companies-17.38-11.72-1.52-4.492.2611.8102/07/2020
UK Equity And Bond Income-15.90-11.58-2.33-6.821.769.0902/07/2020
UK Equity Income-20.33-14.78-3.70-10.690.874.4302/07/2020
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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