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: July 2021 

To end Jul 2021 1 Month 1 Year 5 Years 10 Years
30/06/2021 to 31/07/2021 31/07/2020 to 31/07/2021 31/07/2016 to 31/07/2021 31/07/2011 to 31/07/2021
Figures provided by Morningstar % Growth % Growth % Growth % Growth
IA Technology and Telecommunications 0.2 30.8 185.5 434
IA North America 1.3 29.3 102.4 307.9
IA North American Smaller Companies -1.3 36.2 102.2 289.6
IA Japanese Smaller Companies -1.7 24.3 59.3 232.1
IA UK Smaller Companies 1.9 52.3 100.6 224.5
IA European Smaller Companies 4 39.5 86.2 216
IA Global 0.6 26.9 81 180.9
IA Global Equity Income 0.5 23.2 51.5 152.2
IA Europe Excluding UK 1.6 25.9 64.9 150.2
IA Europe Including UK 1.8 26.2 62 145.5
IA Asia Pacific Including Japan -4.3 18.6 71.4 143.8
IA China/Greater China -11.4 5.3 88.2 137.3
IA Japan -1.9 18.7 48.8 134.9
IA Asia Pacific Excluding Japan -5.7 18.4 64.7 115.3
IA UK All Companies 1.3 32 41.2 110
IA UK Index Linked Gilts 6.4 1.4 33.2 107.7
IA UK Equity Income 0.9 30.5 27.6 101.2
IA Mixed Investment 40-85% Shares 0.5 18 42.3 98.5
IA Flexible Investment 0.2 19.7 45.8 97
IA High Yield Bond 0 7.2 28.3 78.4
IA Global Emerging Markets Bond - Hard Currency -0.3 2.5 18.8 74.8
IA £ Corporate Bond 1.2 3 20.9 71
IA £ High Yield 0.2 10.4 27 70.7
IA Global Emerging Markets -5.9 18.3 52.9 68
IA Mixed Investment 20-60% Shares 0.6 11.9 27 67.2
IA £ Strategic Bond 0.6 5.5 21.9 64.6
IA UK Gilts 2.8 -4.7 11.5 59.2
IA Mixed Bond 1 -3.8 12.3 53.9
IA Mixed Investment 0-35% Shares 0.7 6.7 19.2 51.4
IA Government Bond 1.2 -4 9.7 48.3
IA UK Direct Property 0.9 2.2 14.1 41.8
IA Global Inflation Linked Bond 2.5 3.1 16.7 41
IA Global Emerging Markets Bond - Blended -0.6 2.6 16.2 38.8
IA Corporate Bond 0.2 -2.7 10.4 37.2
IA Global Emerging Markets Bond - Local Currency -1.1 -1.6 7.1 9.9
IA Standard Money Market 0 0 1.8 3.2
IA Short Term Money Market 0 -0.1 1.1 2
IA Specialist ^ - - - -
IA Specialist Bond 0 0 0 0
IA Targeted Absolute Return ^ - - - -
IA Personal Pensions - - - -
IA Property Other 0 0 0 0
IA Protected - - - -
IA Global Bonds 0 0 0 0
IA UK Equity and Bond Income 0 0 0 0
IA Volatility Managed - - - -

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