Here you can find funds under management, retail sales, and performance figures by IA sector. 

Morningstar provides our performance data, which we republish only for ease of reference. The IA sectors divide the funds universe to reflect the asset type, industry sector, or geographic regions funds are invested in.

Most recent data available: February 2024

To end Feb 2024 1 Month 1 Year 5 Years 10 Years
31/01/2024 to 29/02/2024 28/02/2023 to 29/02/2024 28/02/2019 to 29/02/2024 28/02/2014 to 29/02/2024
Figures provided by Morningstar % Growth % Growth % Growth % Growth
IA Technology and Technology Innovation 5.7 37 120.7 350.1
IA India/Indian Subcontinent 2.6 28 86.2 286.5
IA North America 5 20.6 87.8 253.9
IA North American Smaller Companies 4.9 6.2 54.4 174.5
IA Healthcare 3.9 5.5 47.5 168.7
IA Global 4.1 12.9 60.5 150.8
IA Financials and Financial Innovation 3.8 11.3 45.1 134.2
IA Japan 3.5 16.3 42.4 132.8
IA Global Equity Income 2.3 9.2 53.9 129
IA Asia Pacific Including Japan 3.9 2.8 29.1 118.8
IA Europe Excluding UK 3 8.6 55.9 110.1
IA Europe Including UK 2.2 7.6 51 101.9
IA Asia Pacific Excluding Japan 4.7 -2 23.7 100
IA European Smaller Companies 1.4 -0.3 33.6 95.9
IA Infrastructure -0.6 -6 21.8 93.2
IA Global Emerging Markets 5 4 15.1 72.6
IA Flexible Investment 1.7 6.2 30.2 72.3
IA Mixed Investment 40-85% Shares 1.4 6.3 27.7 67
IA UK Smaller Companies -1.4 -4 12.8 55
IA China/Greater China 9.5 -21.6 -12.6 54.4
IA UK Equity Income -0.5 -1.1 21.8 50.4
IA UK All Companies -0.1 0.1 21.1 49.4
IA High Yield Bond 0.4 7.8 18.2 47.9
IA Latin America 0 14.8 11.2 45.7
IA Global Emerging Markets Bond - Hard Currency 0.9 6.1 5.3 44
IA Mixed Investment 20-60% Shares 0.5 4.7 15 40.5
IA £ High Yield 0.4 9.3 16.3 34.5
IA Global Emerging Markets Bond - Blended 0.7 7.9 7.2 32.9
IA Corporate Bond -0.8 5.1 5.9 31.5
IA £ Strategic Bond -0.5 5.9 8.4 26.5
IA Mixed Investment 0-35% Shares 0.1 4.1 7.4 26.1
IA £ Corporate Bond -0.7 5.9 2.2 24.6
IA Global Emerging Markets Bond - Local Currency -0.1 5.3 6.9 22.6
IA Global Inflation Linked Bond -0.6 1.2 6.2 21.7
IA Mixed Bond -0.4 3.6 3.3 21.3
IA UK Direct Property -0.9 -1.8 -7.5 18.7
IA Government Bond -0.8 -0.2 -3.9 15
IA UK Index Linked Gilts -0.7 -3.8 -24.9 9.5
IA Standard Money Market 0.4 5.1 8 9.4
IA Short Term Money Market 0.4 4.4 6.4 7.3
IA UK Gilts -1.4 0.5 -17.1 4.8
IA Volatility Managed - - - -
IA Specialist ^ - - - -
IA Specialist Bond 0 0 0 0
IA Targeted Absolute Return ^ - - - -
IA UK Equity and Bond Income 0 0 0 0
IA Personal Pensions - - - -
IA Property Other 0 0 0 0
IA Protected - - - -
IA Global Bonds 0 0 0 0
IA Commodities and Natural Resources 0 0 0 0

Notes

  • 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.
  • Average returns are not shown for sectors where performance comparisons may be inappropriate due to the diverse nature of funds in the sectors
  • Past performance is not a reliable indicator of future returns
  • ^ Until June 2013 the 'Targeted Absolute Return' sector was known as the 'Absolute Return' sector