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: January 2024

To end Jan 2024 1 Month 1 Year 5 Years 10 Years
31/12/2023 to 31/01/2024 31/01/2023 to 31/01/2024 31/01/2019 to 31/01/2024 31/01/2014 to 31/01/2024
Figures provided by Morningstar % Growth % Growth % Growth % Growth
IA Technology and Technology Innovation 3.2 30.9 116.7 341.3
IA India/Indian Subcontinent 2 23.5 79.2 288.9
IA North America 1.8 14.5 83.6 246.3
IA Healthcare 1 -0.4 44 172.8
IA North American Smaller Companies -1.9 2 54.6 168.1
IA Global 0.4 8.3 57.8 149.2
IA Global Equity Income 0.7 7.4 53.3 132
IA Financials and Financial Innovation 1.6 7.7 44 131.1
IA Japan 2.8 10.1 37 120.3
IA Europe Excluding UK -0.2 7.7 54 115.5
IA Asia Pacific Including Japan -2.4 -5.1 25.6 113.3
IA Europe Including UK -0.3 6.5 51.2 108.8
IA European Smaller Companies -1.9 0.6 33.1 104.2
IA Infrastructure -3.4 -7.3 24.1 100.5
IA Asia Pacific Excluding Japan -4.3 -10.8 19.9 96.8
IA High Yield Bond 0.2 4.8 22.9 81
IA Flexible Investment 0 3.7 29.9 74.2
IA Mixed Investment 40-85% Shares -0.1 4.5 27.7 69.4
IA Global Emerging Markets -3.7 -5.1 9.3 67.5
IA Corporate Bond 0.1 1 14.4 66.8
IA UK Smaller Companies -0.2 -2.9 15.3 63.3
IA UK Equity Income -1.4 1.3 24.6 59.2
IA UK All Companies -0.9 1.8 23.3 57.9
IA Mixed Bond 0.3 0.4 10.7 53.2
IA Latin America -4.5 10.9 7.3 46.9
IA Government Bond 0 -1.9 8.3 46.5
IA Global Emerging Markets Bond - Hard Currency -0.5 3.5 5 44.8
IA Mixed Investment 20-60% Shares -0.4 3.3 15.5 42.7
IA China/Greater China -9.7 -33.6 -16.9 42.6
IA £ High Yield 0.7 8.3 17.6 35.8
IA Global Emerging Markets Bond - Blended -0.8 4.8 5.9 34.5
IA £ Strategic Bond -0.1 4.8 9.6 28.2
IA Mixed Investment 0-35% Shares -0.6 2.8 7.9 27.8
IA £ Corporate Bond -1 4.4 3.2 26.2
IA Global Emerging Markets Bond - Local Currency -1.6 3.5 5.2 25.3
IA Global Inflation Linked Bond -1.1 0.3 6 22.9
IA UK Direct Property -0.6 -1.1 -6.7 20.9
IA UK Index Linked Gilts -5.7 -8.8 -25.2 10.3
IA Standard Money Market 0.5 4.9 7.6 9
IA Short Term Money Market 0.3 4.2 6 6.8
IA UK Gilts -2.5 -1.7 -16.6 6.3
IA Targeted Absolute Return ^ - - - -
IA Volatility Managed - - - -
IA Specialist ^ - - - -
IA Specialist Bond 0 0 0 0
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