IA (formerly IMA) Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date |
---|---|---|---|---|---|---|---|
India/Indian Subcontinent | 15.45 | 29.48 | 13.93 | 47.90 | 13.15 | 85.50 | 25/07/2024 |
Unclassified Sector | 8.85 | 14.00 | 8.04 | 26.13 | 7.36 | 42.63 | 30/07/2013 |
North America | 9.93 | 16.79 | 7.59 | 24.53 | 10.87 | 67.49 | 26/07/2024 |
Property Other | 1.79 | 5.76 | 7.00 | 22.49 | 7.31 | 42.30 | 27/09/2018 |
Global Equity Income | 5.82 | 10.56 | 6.92 | 22.22 | 7.27 | 42.03 | 26/07/2024 |
UK Equity Income | 9.59 | 14.09 | 6.43 | 20.56 | 5.35 | 29.79 | 26/07/2024 |
Technology and Technology Innovation | 9.31 | 21.04 | 4.66 | 14.64 | 13.59 | 89.13 | 26/07/2024 |
Europe Including UK | 4.34 | 9.49 | 4.19 | 13.12 | 6.78 | 38.81 | 26/07/2024 |
Global | 6.42 | 11.37 | 3.85 | 11.98 | 7.65 | 44.58 | 26/07/2024 |
Europe Excluding UK | 3.43 | 9.03 | 3.77 | 11.73 | 6.90 | 39.60 | 26/07/2024 |
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 |
USD High Yield Bond | 2.80 | 9.71 | 3.23 | 10.01 | 2.75 | 14.54 | 25/07/2024 |
Standard Money Market | 3.02 | 5.47 | 3.04 | 9.40 | 1.95 | 10.16 | 26/07/2024 |
Japan | 4.60 | 8.96 | 2.79 | 8.62 | 5.18 | 28.72 | 26/07/2024 |
UK All Companies | 7.20 | 10.58 | 2.73 | 8.43 | 4.15 | 22.54 | 26/07/2024 |
Short Term Money Market | 2.77 | 5.02 | 2.72 | 8.39 | 1.69 | 8.72 | 26/07/2024 |
Specialist | 2.37 | 7.43 | 2.55 | 7.84 | 5.81 | 32.65 | 30/07/2013 |
North American Smaller Companies | 6.67 | 11.68 | 2.19 | 6.71 | 7.26 | 41.94 | 26/07/2024 |
Infrastructure | 1.05 | 1.48 | 1.99 | 6.10 | 2.78 | 14.68 | 25/07/2024 |
Flexible Investment | 5.20 | 9.05 | 1.87 | 5.73 | 4.58 | 25.11 | 26/07/2024 |
Mixed Investment 40-85% Shares | 5.17 | 9.48 | 1.84 | 5.61 | 4.14 | 22.47 | 26/07/2024 |
Healthcare | 7.57 | 8.58 | 1.77 | 5.39 | 7.10 | 40.92 | 25/07/2024 |
Latin America | -15.56 | -9.49 | 1.67 | 5.11 | -2.07 | -9.93 | 25/07/2024 |
£ High Yield | 4.49 | 10.93 | 1.67 | 5.10 | 2.99 | 15.88 | 26/07/2024 |
Global High Yield Bond | 2.87 | 9.28 | 1.64 | 5.00 | 2.55 | 13.43 | 25/07/2024 |
Mixed Investment 20-60% Shares | 3.66 | 8.06 | 0.67 | 2.02 | 2.36 | 12.34 | 26/07/2024 |
EUR High Yield Bond | 0.31 | 7.71 | 0.59 | 1.77 | 0.90 | 4.59 | 25/07/2024 |
Global Emerging Markets Bond - Local Currency | -4.23 | -1.75 | 0.37 | 1.10 | -1.27 | -6.17 | 25/07/2024 |
USD Mixed Bond | 0.42 | 5.05 | 0.20 | 0.59 | 0.14 | 0.68 | 25/07/2024 |
USD Corporate Bond | -0.30 | 5.28 | 0.16 | 0.50 | 0.35 | 1.75 | 25/07/2024 |
Financials and Financial Innovation | 7.25 | 14.98 | 0.11 | 0.33 | 4.43 | 24.22 | 25/07/2024 |
Global Emerging Markets Bond - Blended | 0.70 | 5.33 | -0.63 | -1.87 | -0.29 | -1.47 | 25/07/2024 |
USD Government Bond | -0.89 | 2.26 | -0.67 | -2.01 | -0.48 | -2.36 | 25/07/2024 |
Mixed Investment 0-35% Shares | 2.33 | 6.73 | -0.74 | -2.20 | 1.02 | 5.19 | 26/07/2024 |
£ Strategic Bond | 2.37 | 8.50 | -0.96 | -2.84 | 1.26 | 6.48 | 26/07/2024 |
Global Emerging Markets Bond - Hard Currency | 2.51 | 8.39 | -1.27 | -3.76 | -0.25 | -1.25 | 25/07/2024 |
UK Direct Property | -0.39 | -1.53 | -1.38 | -4.08 | -0.87 | -4.26 | 25/07/2024 |
Asia Pacific Excluding Japan | 3.87 | 4.33 | -1.48 | -4.36 | 3.02 | 16.04 | 26/07/2024 |
Global Mixed Bond | 0.53 | 4.94 | -1.55 | -4.59 | -0.30 | -1.50 | 25/07/2024 |
Global Corporate Bond | 1.40 | 6.49 | -1.87 | -5.50 | 0.39 | 1.95 | 25/07/2024 |
Global Emerging Markets | 4.04 | 5.84 | -2.16 | -6.33 | 1.49 | 7.69 | 26/07/2024 |
Global Inflation Linked Bond | -0.21 | 2.36 | -2.18 | -6.40 | 0.17 | 0.87 | 25/07/2024 |
EUR Corporate Bond | -1.17 | 4.35 | -2.29 | -6.72 | -1.74 | -8.41 | 25/07/2024 |
£ Corporate Bond | 1.36 | 9.31 | -3.03 | -8.82 | -0.12 | -0.61 | 26/07/2024 |
European Smaller Companies | 3.90 | 8.10 | -3.12 | -9.08 | 4.78 | 26.27 | 26/07/2024 |
Asia Pacific Including Japan | 2.29 | 4.57 | -3.42 | -9.93 | 2.87 | 15.23 | 26/07/2024 |
Global Government Bond | -2.90 | 0.17 | -3.75 | -10.83 | -2.54 | -12.07 | 25/07/2024 |
EUR Mixed Bond | -2.95 | 3.02 | -4.52 | -12.96 | -2.93 | -13.82 | 25/07/2024 |
EUR Government Bond | -4.02 | 0.91 | -5.17 | -14.71 | -3.34 | -15.60 | 25/07/2024 |
UK Smaller Companies | 12.38 | 15.75 | -5.31 | -15.09 | 4.51 | 24.70 | 26/07/2024 |
UK Gilts | -2.19 | 4.10 | -9.12 | -24.93 | -4.70 | -21.39 | 26/07/2024 |
China/Greater China | -3.05 | -13.92 | -14.66 | -37.85 | -4.84 | -21.95 | 26/07/2024 |
UK Index Linked Gilts | -4.66 | -1.23 | -14.76 | -38.06 | -7.04 | -30.58 | 26/07/2024 |
Commodities and Natural Resources | - | - | - | - | - | - | - |
Specialist Bond | - | - | - | - | - | - | - |
Volatility Managed | - | - | - | - | - | - | - |