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 Telecommunications26.4434.2720.8876.6421.87168.8007/08/2020
North America6.288.5311.1737.4113.9291.8507/08/2020
China/Greater China18.3727.9410.6635.4914.6498.0507/08/2020
North American Smaller Companies3.114.499.6531.8512.6481.3607/08/2020
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global2.686.087.1322.9510.5465.0407/08/2020
UK Index Linked Gilts12.553.417.0022.507.8946.2007/08/2020
Property Other1.795.767.0022.497.3142.3027/09/2018
Asia Pacific Including Japan6.7711.366.6621.3511.8875.2707/08/2020
UK Gilts9.836.535.8818.705.8833.0707/08/2020
Asia Pacific Excluding Japan3.878.754.5714.3411.0769.0307/08/2020
£ Corporate Bond4.374.744.1312.915.1528.5407/08/2020
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
£ Strategic Bond2.303.783.229.984.1022.2707/08/2020
Global Bonds4.760.963.109.595.9233.3307/08/2020
Global Emerging market Bond - Hard Currency1.56-0.663.109.597.0040.2607/08/2020
Japanese Smaller Companies-5.290.693.029.3511.9075.4707/08/2020
Mixed Investment 40-85% Shares-2.881.022.808.635.3629.8107/08/2020
Flexible Investment-2.341.642.798.605.6031.3207/08/2020
Japan-3.261.712.728.388.0147.0007/08/2020
Global Equity Income-5.91-2.672.688.257.5343.7407/08/2020
Specialist2.377.432.557.845.8132.6530/07/2013
Europe Including UK-2.981.532.176.656.5137.0407/08/2020
Mixed Investment 0-35% Shares0.041.472.056.293.5619.1007/08/2020
£ High Yield-2.291.101.935.893.8820.9407/08/2020
European Smaller Companies0.024.711.745.308.9353.3607/08/2020
Global Emerging market Bond - Blended-0.33-2.381.745.306.4636.7407/08/2020
Europe Excluding UK-1.132.281.695.157.4343.1207/08/2020
Global Emerging Markets-2.042.581.665.059.3556.3507/08/2020
Mixed Investment 20-60% Shares-2.900.161.655.033.8020.5007/08/2020
UK Smaller Companies-13.66-0.550.521.585.8532.9107/08/2020
Standard Money Market0.390.650.521.570.412.0807/08/2020
UK Direct Property-3.41-4.190.451.351.427.3107/08/2020
Short Term Money Market0.160.360.371.100.281.4207/08/2020
Global Emerging market Bond - Local Currency-3.88-6.00-0.35-1.045.5130.7807/08/2020
UK All Companies-17.92-8.84-2.59-7.561.819.4107/08/2020
UK Equity And Bond Income-16.58-10.57-3.10-9.011.165.9207/08/2020
UK Equity Income-21.43-12.41-4.77-13.650.110.5607/08/2020
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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