IA (formerly IMA) Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date |
---|---|---|---|---|---|---|---|
India/Indian Subcontinent | 8.42 | 33.25 | 17.18 | 60.92 | 11.63 | 73.38 | 24/04/2024 |
North America | 8.15 | 21.87 | 9.04 | 29.66 | 12.13 | 77.24 | 24/04/2024 |
Unclassified Sector | 8.85 | 14.00 | 8.04 | 26.13 | 7.36 | 42.63 | 30/07/2013 |
Global Equity Income | 4.86 | 9.84 | 7.76 | 25.14 | 8.17 | 48.09 | 24/04/2024 |
Latin America | -6.22 | 14.90 | 7.33 | 23.65 | 2.03 | 10.56 | 24/04/2024 |
Property Other | 1.79 | 5.76 | 7.00 | 22.49 | 7.31 | 42.30 | 27/09/2018 |
Europe Excluding UK | 5.92 | 8.69 | 6.03 | 19.21 | 8.42 | 49.79 | 24/04/2024 |
Europe Including UK | 4.99 | 7.21 | 5.89 | 18.74 | 7.84 | 45.86 | 24/04/2024 |
Technology and Technology Innovation | 6.93 | 31.24 | 5.74 | 18.23 | 14.40 | 95.94 | 24/04/2024 |
UK Equity Income | 3.78 | 6.19 | 5.41 | 17.12 | 4.09 | 22.16 | 24/04/2024 |
Global | 5.72 | 13.57 | 4.96 | 15.63 | 8.76 | 52.18 | 24/04/2024 |
USD High Yield Bond | 2.70 | 8.60 | 3.91 | 12.20 | 3.67 | 19.77 | 24/04/2024 |
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 |
Japan | 4.99 | 12.89 | 2.68 | 8.26 | 6.14 | 34.74 | 24/04/2024 |
Specialist | 2.37 | 7.43 | 2.55 | 7.84 | 5.81 | 32.65 | 30/07/2013 |
Standard Money Market | 1.67 | 5.29 | 2.53 | 7.78 | 1.69 | 8.75 | 24/04/2024 |
UK All Companies | 3.46 | 5.00 | 2.45 | 7.54 | 3.50 | 18.75 | 24/04/2024 |
Flexible Investment | 3.78 | 8.23 | 2.37 | 7.28 | 4.99 | 27.55 | 24/04/2024 |
Mixed Investment 40-85% Shares | 3.23 | 7.94 | 2.22 | 6.81 | 4.47 | 24.42 | 24/04/2024 |
Short Term Money Market | 1.39 | 4.51 | 2.11 | 6.48 | 1.35 | 6.94 | 24/04/2024 |
Healthcare | 3.29 | 0.59 | 2.11 | 6.45 | 8.11 | 47.69 | 24/04/2024 |
Infrastructure | -1.97 | -5.19 | 1.79 | 5.48 | 3.49 | 18.73 | 24/04/2024 |
Global High Yield Bond | 1.22 | 8.27 | 1.71 | 5.20 | 2.93 | 15.51 | 24/04/2024 |
Financials and Financial Innovation | 7.52 | 19.49 | 1.53 | 4.67 | 6.28 | 35.60 | 24/04/2024 |
USD Corporate Bond | 0.50 | 2.55 | 1.34 | 4.06 | 1.94 | 10.07 | 24/04/2024 |
£ High Yield | 1.71 | 9.79 | 1.33 | 4.03 | 2.74 | 14.46 | 24/04/2024 |
Global Emerging Markets Bond - Local Currency | -2.58 | 2.37 | 1.05 | 3.18 | 0.91 | 4.65 | 24/04/2024 |
USD Mixed Bond | 0.87 | 2.19 | 1.02 | 3.08 | 1.47 | 7.56 | 24/04/2024 |
USD Government Bond | 0.21 | -1.17 | 0.57 | 1.72 | 1.07 | 5.45 | 24/04/2024 |
North American Smaller Companies | 2.50 | 12.65 | 0.47 | 1.41 | 7.81 | 45.67 | 24/04/2024 |
Mixed Investment 20-60% Shares | 1.63 | 6.01 | 0.45 | 1.35 | 2.50 | 13.15 | 24/04/2024 |
EUR High Yield Bond | 0.55 | 7.16 | 0.43 | 1.30 | 1.88 | 9.73 | 24/04/2024 |
Global Emerging Markets Bond - Blended | 0.58 | 8.02 | -0.20 | -0.61 | 1.17 | 6.01 | 24/04/2024 |
Mixed Investment 0-35% Shares | 0.38 | 4.31 | -0.87 | -2.58 | 1.17 | 6.00 | 24/04/2024 |
Global Emerging Markets Bond - Hard Currency | 1.65 | 8.50 | -0.91 | -2.70 | 0.80 | 4.06 | 24/04/2024 |
UK Direct Property | -1.11 | -1.63 | -0.93 | -2.75 | -1.52 | -7.35 | 24/04/2024 |
£ Strategic Bond | -0.27 | 5.68 | -1.31 | -3.87 | 1.31 | 6.70 | 24/04/2024 |
Global Inflation Linked Bond | -1.26 | -0.36 | -1.50 | -4.43 | 0.85 | 4.32 | 24/04/2024 |
Global Mixed Bond | -0.54 | 2.97 | -1.65 | -4.86 | 0.30 | 1.49 | 24/04/2024 |
European Smaller Companies | 2.69 | 3.61 | -1.82 | -5.35 | 5.20 | 28.85 | 24/04/2024 |
Global Corporate Bond | -0.80 | 3.62 | -1.92 | -5.66 | 0.67 | 3.38 | 24/04/2024 |
EUR Corporate Bond | -0.57 | 3.20 | -2.44 | -7.13 | -0.53 | -2.60 | 24/04/2024 |
Asia Pacific Excluding Japan | 3.14 | 3.05 | -2.93 | -8.52 | 3.51 | 18.83 | 24/04/2024 |
£ Corporate Bond | -1.13 | 5.69 | -3.26 | -9.46 | 0.14 | 0.68 | 24/04/2024 |
Global Emerging Markets | 3.12 | 8.04 | -3.31 | -9.60 | 1.93 | 10.04 | 24/04/2024 |
Asia Pacific Including Japan | 1.63 | 4.14 | -3.34 | -9.70 | 4.01 | 21.71 | 24/04/2024 |
Global Government Bond | -2.64 | -1.82 | -3.47 | -10.06 | -1.32 | -6.45 | 24/04/2024 |
EUR Mixed Bond | -1.70 | 2.72 | -4.20 | -12.09 | -1.28 | -6.25 | 24/04/2024 |
EUR Government Bond | -2.39 | 1.02 | -4.71 | -13.48 | -1.48 | -7.20 | 24/04/2024 |
UK Smaller Companies | 2.87 | 4.52 | -7.29 | -20.32 | 2.15 | 11.24 | 24/04/2024 |
UK Gilts | -4.11 | -0.77 | -8.33 | -22.96 | -3.91 | -18.10 | 24/04/2024 |
UK Index Linked Gilts | -5.96 | -6.13 | -12.72 | -33.50 | -6.09 | -26.96 | 24/04/2024 |
China/Greater China | 2.17 | -13.95 | -15.66 | -40.01 | -3.71 | -17.21 | 24/04/2024 |
Commodities and Natural Resources | - | - | - | - | - | - | - |
Specialist Bond | - | - | - | - | - | - | - |
Volatility Managed | - | - | - | - | - | - | - |