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 Telecommunications7.4435.0119.3469.9819.18140.4717/01/2020
China/Greater China6.4226.1713.4345.9512.0476.5917/01/2020
UK Smaller Companies1.4123.2011.7639.6012.3979.2817/01/2020
North America4.5324.4911.7439.5114.4196.0217/01/2020
North American Smaller Companies4.9623.8110.1533.6614.1093.3817/01/2020
Global3.6422.199.8132.4111.6873.7217/01/2020
Asia Pacific Excluding Japan4.9518.729.4431.0910.2963.1517/01/2020
Asia Pacific Including Japan3.4317.899.3930.8912.0676.7217/01/2020
Japanese Smaller Companies0.1214.568.5027.7215.15102.4717/01/2020
Global Emerging Markets3.9416.198.4127.429.0354.1017/01/2020
European Smaller Companies1.9618.078.3327.1312.4079.3917/01/2020
Europe Including UK2.5921.158.2526.839.6558.5117/01/2020
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global Equity Income2.7719.147.6524.759.9860.9217/01/2020
Europe Excluding UK2.4420.397.4323.9910.1762.2917/01/2020
UK All Companies0.9719.747.0722.758.0547.2917/01/2020
Property Other1.795.767.0022.497.3142.3027/09/2018
Mixed Investment 40-85% Shares1.7615.326.2319.877.2942.2017/01/2020
Japan0.9714.786.1819.7211.7774.4417/01/2020
Flexible Investment1.7614.796.1419.577.2842.0917/01/2020
UK Equity Income0.7417.765.9118.797.0840.7717/01/2020
UK Equity And Bond Income1.2615.395.3216.826.3235.8717/01/2020
£ Corporate Bond1.7110.944.6514.624.3123.4917/01/2020
£ High Yield0.679.704.4313.905.0327.8217/01/2020
Mixed Investment 20-60% Shares1.1411.394.4313.895.2329.0417/01/2020
£ Strategic Bond0.959.364.1012.813.9321.2417/01/2020
UK Gilts2.519.624.0712.723.8020.4917/01/2020
UK Index Linked Gilts4.1510.543.8912.145.9433.4417/01/2020
Global Emerging Markets Bond1.5610.103.8011.845.5430.9717/01/2020
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Mixed Investment 0-35% Shares1.078.843.4210.614.0221.7617/01/2020
UK Direct Property0.20-0.793.209.923.0616.2617/01/2020
Global Bonds1.036.532.607.994.4424.2917/01/2020
Specialist2.377.432.557.845.8132.6530/07/2013
Standard Money Market0.050.710.431.300.371.8617/01/2020
Short Term Money Market0.020.560.331.000.271.3517/01/2020
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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