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
Technology and Telecommunications26.9620.1217.4662.0617.12120.3913/12/2019
China/Greater China18.1811.6311.6339.1011.5072.3213/12/2019
UK Smaller Companies19.6318.2511.2837.7911.4371.8113/12/2019
North America21.6013.7010.7035.6713.3086.7413/12/2019
Japanese Smaller Companies14.936.729.4331.0515.38104.4413/12/2019
Global18.9912.999.3030.5610.7466.5413/12/2019
Asia Pacific Including Japan14.019.449.1530.0511.4471.9013/12/2019
European Smaller Companies16.8112.398.9429.3011.6173.1613/12/2019
Asia Pacific Excluding Japan12.679.438.8028.799.6858.7313/12/2019
North American Smaller Companies23.3814.718.7428.5913.1085.0813/12/2019
Europe Including UK18.0813.848.2526.848.9453.4513/12/2019
Europe Excluding UK17.5012.898.1026.319.1654.9913/12/2019
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global Emerging Markets11.909.217.8725.528.4750.1613/12/2019
UK All Companies19.2117.047.4424.027.7545.2513/12/2019
Global Equity Income16.2011.067.4123.939.4256.8613/12/2019
Property Other1.795.767.0022.497.3142.3027/09/2018
Japan15.729.046.8221.8911.7674.3813/12/2019
UK Equity Income17.5115.616.3820.377.0040.2313/12/2019
Mixed Investment 40-85% Shares13.4210.346.1319.556.7738.7713/12/2019
Flexible Investment12.939.496.0419.246.7338.5113/12/2019
UK Equity And Bond Income14.1912.525.5617.626.2035.1013/12/2019
£ Corporate Bond9.239.144.6214.504.4524.3213/12/2019
Mixed Investment 20-60% Shares10.288.364.4213.854.9527.3013/12/2019
£ High Yield10.539.274.4213.844.8726.8413/12/2019
£ Strategic Bond8.798.714.1212.873.9521.3713/12/2019
Global Emerging Markets Bond8.238.213.9512.345.5030.6813/12/2019
UK Gilts7.356.863.9412.284.1922.7913/12/2019
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
UK Direct Property-0.58-1.113.4710.783.2217.2013/12/2019
Mixed Investment 0-35% Shares7.726.733.4510.703.9121.1713/12/2019
UK Index Linked Gilts5.932.663.3510.405.7232.0713/12/2019
Global Bonds4.804.442.999.254.3823.9213/12/2019
Specialist2.377.432.557.845.8132.6530/07/2013
Standard Money Market0.650.690.411.240.361.8113/12/2019
Short Term Money Market0.540.560.320.970.261.3113/12/2019
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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