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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 Telecommunications20.7315.5314.1848.8417.94128.1721/10/2019
North America17.918.8210.2033.8414.4496.2921/10/2019
North American Smaller Companies19.336.609.6031.6614.0192.5921/10/2019
UK Smaller Companies11.201.459.0729.7610.4664.4221/10/2019
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global15.478.787.7024.9411.2170.1321/10/2019
China/Greater China14.3214.727.2123.2211.9375.7021/10/2019
Property Other1.795.767.0022.497.3142.3027/09/2018
Europe Including UK14.908.156.2920.099.3856.5721/10/2019
Global Equity Income13.718.906.0419.259.8359.8321/10/2019
Asia Pacific Including Japan11.378.985.8018.4411.5872.9521/10/2019
Japanese Smaller Companies11.46-0.185.7418.2115.74107.7021/10/2019
Europe Excluding UK14.638.065.7218.179.9160.3721/10/2019
UK All Companies13.256.805.3516.937.2541.9021/10/2019
Asia Pacific Excluding Japan10.3312.015.3316.859.6058.1321/10/2019
European Smaller Companies11.942.015.2516.5811.9175.5521/10/2019
Mixed Investment 40-85% Shares11.046.844.8415.237.2041.5721/10/2019
Flexible Investment10.525.864.7414.917.2341.7721/10/2019
Japan12.252.304.6514.6012.6181.0821/10/2019
£ High Yield9.175.254.1112.864.4424.2821/10/2019
UK Equity Income11.805.874.1012.806.6537.9921/10/2019
UK Direct Property0.20-0.333.9912.463.7220.0221/10/2019
Global Emerging Markets8.9010.623.9212.227.6944.8321/10/2019
UK Equity And Bond Income10.636.433.8712.056.1935.0221/10/2019
£ Corporate Bond8.377.943.5811.134.7325.9721/10/2019
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Mixed Investment 20-60% Shares8.705.713.4310.665.2529.1621/10/2019
£ Strategic Bond7.916.953.4110.584.0221.7621/10/2019
UK Gilts8.1410.252.688.275.1428.4721/10/2019
Mixed Investment 0-35% Shares6.925.432.567.894.2122.9021/10/2019
Specialist2.377.432.557.845.8132.6530/07/2013
UK Index Linked Gilts8.529.871.996.087.4943.4721/10/2019
Global Emerging Markets Bond8.9410.911.675.084.9127.0821/10/2019
Global Bonds5.576.681.334.064.7225.9121/10/2019
Standard Money Market0.540.660.381.160.351.7521/10/2019
Short Term Money Market0.450.560.300.910.251.2521/10/2019
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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