IA (formerly IMA) Sector | YTD (%) | 1Y (%) | 3Y (%) | CUM 3Y (%) | 5Y (%) | CUM 5Y (%) | Date |
---|---|---|---|---|---|---|---|
India/Indian Subcontinent | 15.55 | 33.12 | 14.37 | 49.61 | 12.46 | 79.91 | 15/07/2024 |
North America | 13.07 | 23.37 | 8.46 | 27.58 | 11.58 | 72.93 | 15/07/2024 |
Unclassified Sector | 8.85 | 14.00 | 8.04 | 26.13 | 7.36 | 42.63 | 30/07/2013 |
Global Equity Income | 7.05 | 14.61 | 7.79 | 25.24 | 8.03 | 47.10 | 15/07/2024 |
Property Other | 1.79 | 5.76 | 7.00 | 22.49 | 7.31 | 42.30 | 27/09/2018 |
Technology and Technology Innovation | 20.10 | 32.13 | 6.41 | 20.50 | 15.71 | 107.42 | 15/07/2024 |
UK Equity Income | 9.35 | 17.16 | 6.37 | 20.36 | 5.28 | 29.37 | 15/07/2024 |
Europe Excluding UK | 7.04 | 12.95 | 5.15 | 16.26 | 7.72 | 45.03 | 15/07/2024 |
Global | 9.29 | 16.21 | 4.72 | 14.85 | 8.77 | 52.22 | 15/07/2024 |
Europe Including UK | 7.34 | 12.92 | 4.68 | 14.71 | 6.84 | 39.20 | 15/07/2024 |
North American Smaller Companies | 5.19 | 13.22 | 3.76 | 11.72 | 7.92 | 46.42 | 15/07/2024 |
Global Bonds | -2.14 | 3.74 | 3.68 | 11.47 | 4.32 | 23.53 | 29/04/2021 |
Targeted Absolute Return | 3.79 | 6.35 | 3.57 | 11.11 | 3.76 | 20.27 | 30/07/2013 |
UK All Companies | 8.75 | 15.02 | 3.48 | 10.82 | 4.53 | 24.83 | 15/07/2024 |
Japan | 7.92 | 14.45 | 3.32 | 10.30 | 5.26 | 29.23 | 15/07/2024 |
Standard Money Market | 2.84 | 5.48 | 2.93 | 9.04 | 1.89 | 9.83 | 15/07/2024 |
USD High Yield Bond | 2.69 | 10.64 | 2.92 | 9.02 | 2.81 | 14.85 | 15/07/2024 |
Flexible Investment | 7.46 | 13.43 | 2.64 | 8.14 | 5.06 | 27.99 | 15/07/2024 |
Specialist | 2.37 | 7.43 | 2.55 | 7.84 | 5.81 | 32.65 | 30/07/2013 |
Mixed Investment 40-85% Shares | 6.78 | 13.02 | 2.51 | 7.71 | 4.57 | 25.01 | 15/07/2024 |
Short Term Money Market | 2.52 | 4.76 | 2.50 | 7.68 | 1.55 | 8.00 | 15/07/2024 |
Global High Yield Bond | 3.32 | 10.83 | 2.13 | 6.52 | 2.73 | 14.39 | 15/07/2024 |
Latin America | -12.26 | -1.79 | 2.02 | 6.19 | -1.57 | -7.63 | 15/07/2024 |
Infrastructure | 0.44 | 3.71 | 1.99 | 6.08 | 3.08 | 16.36 | 15/07/2024 |
£ High Yield | 4.36 | 11.35 | 1.74 | 5.33 | 3.21 | 17.11 | 15/07/2024 |
Financials and Financial Innovation | 11.17 | 24.33 | 1.32 | 4.02 | 4.98 | 27.49 | 15/07/2024 |
Mixed Investment 20-60% Shares | 4.62 | 10.47 | 1.10 | 3.33 | 2.64 | 13.93 | 15/07/2024 |
USD Government Bond | -0.74 | 4.60 | 0.86 | 2.61 | -0.51 | -2.51 | 15/07/2024 |
Global Emerging Markets Bond - Local Currency | -3.26 | 1.08 | 0.70 | 2.10 | -1.27 | -6.19 | 15/07/2024 |
EUR High Yield Bond | 0.39 | 8.48 | 0.68 | 2.06 | 1.05 | 5.34 | 15/07/2024 |
USD Mixed Bond | 0.22 | 6.55 | 0.66 | 1.99 | 0.50 | 2.55 | 15/07/2024 |
Global Emerging Markets Bond - Blended | 1.99 | 7.97 | -0.10 | -0.30 | 0.09 | 0.47 | 15/07/2024 |
Healthcare | 6.65 | 9.80 | -0.16 | -0.47 | 7.57 | 44.00 | 15/07/2024 |
USD Corporate Bond | -0.13 | 7.05 | -0.35 | -1.04 | 0.19 | 0.94 | 15/07/2024 |
Mixed Investment 0-35% Shares | 2.89 | 8.29 | -0.43 | -1.28 | 1.23 | 6.29 | 15/07/2024 |
£ Strategic Bond | 2.35 | 9.03 | -0.87 | -2.60 | 1.37 | 7.02 | 15/07/2024 |
Asia Pacific Excluding Japan | 9.01 | 10.29 | -1.06 | -3.14 | 4.33 | 23.63 | 15/07/2024 |
UK Direct Property | 0.09 | -0.62 | -1.06 | -3.14 | -1.28 | -6.24 | 15/07/2024 |
Global Mixed Bond | 0.70 | 5.61 | -1.24 | -3.67 | -0.12 | -0.62 | 15/07/2024 |
Global Emerging Markets Bond - Hard Currency | 3.18 | 9.90 | -1.40 | -4.15 | 0.01 | 0.03 | 15/07/2024 |
Global Corporate Bond | 1.58 | 6.81 | -1.61 | -4.75 | 0.37 | 1.85 | 15/07/2024 |
Global Inflation Linked Bond | 0.52 | 3.55 | -1.80 | -5.30 | 0.50 | 2.53 | 15/07/2024 |
European Smaller Companies | 5.45 | 10.65 | -2.16 | -6.35 | 5.23 | 29.03 | 15/07/2024 |
Global Emerging Markets | 8.03 | 11.21 | -2.30 | -6.76 | 3.02 | 16.03 | 15/07/2024 |
EUR Corporate Bond | -1.31 | 5.09 | -2.70 | -7.90 | -1.96 | -9.42 | 15/07/2024 |
£ Corporate Bond | 1.33 | 10.54 | -2.86 | -8.34 | 0.04 | 0.20 | 15/07/2024 |
Asia Pacific Including Japan | 6.80 | 9.57 | -3.00 | -8.72 | 4.10 | 22.24 | 15/07/2024 |
Global Government Bond | -2.98 | 0.07 | -3.53 | -10.23 | -2.95 | -13.90 | 15/07/2024 |
EUR Government Bond | -3.37 | 1.98 | -3.75 | -10.84 | -2.70 | -12.78 | 15/07/2024 |
UK Smaller Companies | 12.16 | 17.79 | -4.85 | -13.85 | 4.02 | 21.78 | 15/07/2024 |
EUR Mixed Bond | -2.77 | 4.48 | -5.65 | -16.01 | -3.95 | -18.26 | 15/07/2024 |
UK Gilts | -1.68 | 5.76 | -7.95 | -21.99 | -4.10 | -18.91 | 15/07/2024 |
UK Index Linked Gilts | -3.75 | 2.33 | -13.13 | -34.46 | -6.69 | -29.27 | 15/07/2024 |
China/Greater China | 1.56 | -8.31 | -15.94 | -40.60 | -3.60 | -16.75 | 15/07/2024 |
Commodities and Natural Resources | - | - | - | - | - | - | - |
Specialist Bond | - | - | - | - | - | - | - |
Volatility Managed | - | - | - | - | - | - | - |