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Statistics by sector

This page shows funds under management, retail sales and performance figures by IMA sector.  IMA sectors divide the funds universe to reflect the asset type, industry sector or geographic regions in which funds are invested.

Statistics by sector - Fund performance

To end May 2014 1 Month 1 Year 5 Years 10 Years
30/04/2014 to 31/05/2014 31/05/2013 to 31/05/2014 31/05/2009 to 31/05/2014 31/05/2004 to 31/05/2014
Figures provided by MorningStar % Growth % Growth % Growth % Growth
IMA European Smaller Companies 1.6 18.5 118.4 246.4
IMA China/Greater China 4.2 -4.5 33.5 223.5
IMA Global Emerging Markets 5 -5.9 45.3 222.6
IMA Asia Pacific Excluding Japan 3.7 -3.6 63.6 213.1
IMA UK Smaller Companies -0.7 23 156.2 194.8
IMA North American Smaller Companies 1.4 5.8 133.2 161.7
IMA Europe Excluding UK 1.6 12.3 76.8 151.5
IMA Europe Including UK 1.7 11.3 82.7 137.8
IMA Asia Pacific Including Japan 4 -4.4 46.8 130.4
IMA Global Emerging Markets Bond 3.3 -7.1 37.3 130.2
IMA UK All Companies 1.2 11.6 98.1 129.7
IMA Technology and Telecommunications 4.5 9.6 111.1 127.5
IMA UK Equity Income 1.4 12.3 97.6 126.8
IMA Global Equity Income 2.5 6 87.6 120.2
IMA Global 2.6 5.2 74.1 114.3
IMA UK Equity and Bond Income 1.4 8.5 77.1 103.1
IMA North America 3.1 6.9 103.3 101.5
IMA Flexible Investment 1.9 3.9 61.8 99.1
IMA Mixed Investment 40-85% Shares 1.7 4.7 61.3 95.8
IMA £ High Yield 0.7 6.9 80.8 95.3
IMA UK Index Linked Gilts 1 -0.9 46.7 88.9
IMA Global Bonds 1.2 -3.5 31.4 70.2
IMA Mixed Investment 20-60% Shares 1.4 3.7 48.8 68.5
IMA £ Strategic Bond 1 4.2 61.3 63.8
IMA £ Corporate Bond 1.3 2.4 55.6 56.3
IMA UK Gilts 1 -0.7 25.4 54.6
IMA Mixed Investment 0-35% Shares 1.1 2.1 38.1 51.4
IMA Property 2.2 4.6 60.4 50.3
IMA Japanese Smaller Companies 4.5 0.8 78.8 43
IMA Japan 4.7 -3.5 37.3 37.1
IMA Short Term Money Market 0 0.1 0.7 18.1
IMA Money Market 0 0.2 2.2 18.1
IMA Personal Pensions - - - -
IMA Protected - - - -
IMA Specialist ^ - - - -
IMA Targeted Absolute Return ^ - - - -

Notes

  1. Performance figures represent total investment return net of charges (other than initial charges if paid) for a basic rate taxpayer including reinvestment of all dividends.
  2. Average returns are not shown for sectors where performance comparisons may be inappropriate due to the diverse nature of funds in the sectors
  3. Past performance is not a reliable indicator of future returns
  4. ^ Until June 2013 the 'Targeted Absolute Return' sector was known as the 'Absolute Return' sector

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