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 Telecommunications32.6343.9421.1077.6122.99181.4223/10/2020
North America10.5716.0111.5038.6115.20102.9123/10/2020
China/Greater China24.6433.4210.0033.1116.42113.8423/10/2020
North American Smaller Companies9.3714.799.8932.7114.94100.6323/10/2020
Asia Pacific Including Japan15.9020.308.4127.4214.4196.0323/10/2020
Unclassified Sector8.8514.008.0426.137.3642.6330/07/2013
Global6.9812.387.6724.8312.0676.6923/10/2020
Property Other1.795.767.0022.497.3142.3027/09/2018
Japanese Smaller Companies8.0612.296.4320.5615.28103.5823/10/2020
UK Index Linked Gilts9.946.326.0719.347.6544.5823/10/2020
UK Gilts7.115.405.3716.975.2429.1023/10/2020
Asia Pacific Excluding Japan9.6314.315.3116.7912.5880.8423/10/2020
£ Corporate Bond4.344.954.2413.285.2228.9923/10/2020
Japan4.517.514.0412.6310.5064.7823/10/2020
Targeted Absolute Return3.796.353.5711.113.7620.2730/07/2013
Global Bonds5.024.293.3510.395.8632.9123/10/2020
£ Strategic Bond2.703.723.2510.084.3123.4823/10/2020
Flexible Investment-0.264.112.848.756.6638.0123/10/2020
Global Equity Income-3.69-0.012.808.648.3549.3423/10/2020
Mixed Investment 40-85% Shares-1.382.672.768.526.1935.0223/10/2020
Specialist2.377.432.557.845.8132.6530/07/2013
European Smaller Companies4.8712.742.507.7010.2863.1423/10/2020
Global Emerging market Bond - Hard Currency0.501.182.367.266.6337.8723/10/2020
Europe Including UK-1.433.332.297.047.4643.2723/10/2020
Global Emerging Markets2.297.522.016.1410.7166.3223/10/2020
£ High Yield-1.130.741.966.004.3123.5123/10/2020
Mixed Investment 0-35% Shares0.121.681.925.863.8120.5423/10/2020
Europe Excluding UK1.015.771.855.658.5250.5323/10/2020
Mixed Investment 20-60% Shares-2.270.521.544.704.3123.5023/10/2020
Global Emerging market Bond - Blended-0.83-0.221.444.396.4736.8423/10/2020
UK Smaller Companies-8.843.071.253.797.2541.9323/10/2020
Standard Money Market0.450.580.531.610.412.0923/10/2020
Short Term Money Market0.140.250.361.090.271.3723/10/2020
UK Direct Property-3.27-4.250.110.341.105.6523/10/2020
Global Emerging market Bond - Local Currency-3.70-3.340.040.115.8733.0123/10/2020
UK All Companies-17.12-10.60-2.80-8.182.6413.9323/10/2020
UK Equity And Bond Income-17.73-13.88-3.74-10.811.296.6323/10/2020
UK Equity Income-21.86-16.25-5.27-14.990.492.4823/10/2020
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.

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies