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
India/Indian Subcontinent4.8726.3815.4153.7113.1985.8226/02/2024
North America6.4018.5811.4638.4613.1585.4926/02/2024
Latin America-3.6413.9211.0236.842.0410.6226/02/2024
Global Equity Income3.068.069.8032.378.8752.9726/02/2024
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Europe Including UK2.317.858.0226.058.6251.2226/02/2024
Europe Excluding UK2.827.937.6424.709.1955.1926/02/2024
Property Other1.795.767.0022.497.3142.3027/09/2018
Technology and Technology Innovation8.7735.596.9422.3116.54114.9926/02/2024
Global4.1011.276.7421.629.9260.4726/02/2024
UK Equity Income-1.70-0.736.1519.623.9421.3426/02/2024
Healthcare5.544.205.3016.747.9946.8626/02/2024
USD High Yield Bond0.684.213.9812.414.1622.6326/02/2024
Global Bonds-2.143.743.6811.474.3223.5329/04/2021
UK All Companies-0.510.523.6811.453.9021.0526/02/2024
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Flexible Investment1.725.513.199.875.2929.4226/02/2024
North American Smaller Companies1.573.443.189.839.2055.2726/02/2024
Mixed Investment 40-85% Shares1.475.823.119.614.9027.0426/02/2024
Infrastructure-4.70-7.402.959.124.2523.1626/02/2024
Japan4.8812.322.858.806.1734.8826/02/2024
Specialist2.377.432.557.845.8132.6530/07/2013
Standard Money Market0.835.082.246.881.557.9926/02/2024
Global High Yield Bond0.918.692.126.483.2917.5926/02/2024
Short Term Money Market0.664.301.865.691.226.2326/02/2024
£ High Yield1.339.291.685.133.2817.5226/02/2024
USD Government Bond-0.59-2.871.283.901.226.2626/02/2024
Global Emerging Markets Bond - Local Currency-2.054.181.193.601.065.4226/02/2024
Mixed Investment 20-60% Shares0.274.411.093.302.7614.5826/02/2024
USD Mixed Bond-0.49-0.790.962.891.929.9526/02/2024
EUR High Yield Bond0.327.690.722.172.6614.0126/02/2024
USD Corporate Bond-0.900.080.431.292.4212.6926/02/2024
European Smaller Companies0.000.610.200.616.1134.5226/02/2024
Financials and Financial Innovation4.6311.600.110.347.2041.5526/02/2024
Global Emerging Markets Bond - Blended0.197.25-0.23-0.701.055.3726/02/2024
Mixed Investment 0-35% Shares-0.273.84-0.40-1.201.417.2626/02/2024
UK Direct Property-0.77-1.32-0.76-2.27-1.45-7.0726/02/2024
Global Inflation Linked Bond-1.890.75-0.98-2.921.105.6226/02/2024
£ Strategic Bond-0.275.85-1.01-3.001.688.6726/02/2024
Global Emerging Markets Bond - Hard Currency0.034.90-1.10-3.270.974.9526/02/2024
Global Mixed Bond-0.773.38-1.37-4.040.613.0826/02/2024
Global Corporate Bond-0.775.39-2.01-5.921.015.1526/02/2024
£ Corporate Bond-0.925.90-2.81-8.210.552.7626/02/2024
Global Government Bond-2.33-1.96-2.84-8.27-1.29-6.2826/02/2024
EUR Corporate Bond-1.593.51-3.06-8.90-0.31-1.5226/02/2024
Asia Pacific Including Japan1.040.87-3.10-9.024.8526.7126/02/2024
Asia Pacific Excluding Japan0.19-3.67-3.25-9.434.1022.2326/02/2024
Global Emerging Markets0.781.71-3.84-11.093.0716.3226/02/2024
EUR Government Bond-2.840.75-3.88-11.19-0.92-4.5026/02/2024
EUR Mixed Bond-2.422.28-5.04-14.38-1.56-7.5526/02/2024
UK Smaller Companies-1.18-3.28-5.22-14.862.4512.8926/02/2024
UK Gilts-3.43-0.16-8.00-22.13-4.00-18.4526/02/2024
UK Index Linked Gilts-6.60-5.58-11.99-31.82-5.96-26.4626/02/2024
China/Greater China-1.66-23.62-17.56-43.97-2.58-12.2626/02/2024
Commodities and Natural Resources-------
Specialist Bond-------
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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