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: December 2024
To end Dec 2024 | 1 Month | 1 Year | 5 Years | 10 Years |
---|---|---|---|---|
30/11/2024 to 31/12/2024 | 31/12/2023 to 31/12/2024 | 31/12/2019 to 31/12/2024 | 31/12/2014 to 31/12/2024 | |
Figures provided by Morningstar | % Growth | % Growth | % Growth | % Growth |
IA Technology and Technology Innovation | 1.1 | 23.5 | 110 | 364.8 |
IA North America | -2.3 | 22 | 86.7 | 245.3 |
IA India/Indian Subcontinent | 0 | 17.5 | 92 | 188.6 |
IA North American Smaller Companies | -6.2 | 12.9 | 52.3 | 175.2 |
IA Global | -1.8 | 12.8 | 52.1 | 154 |
IA Financials and Financial Innovation | -3.1 | 23.8 | 44.9 | 150.3 |
IA Global Equity Income | -1.7 | 10.9 | 47.3 | 132.3 |
IA Japan | 0.1 | 8.6 | 27.8 | 124.4 |
IA Healthcare | -4.7 | 1.2 | 26.5 | 116.6 |
IA Europe Excluding UK | -0.1 | 1.8 | 35.4 | 115.3 |
IA Asia Pacific Including Japan | -0.4 | 6.4 | 21 | 111 |
IA European Smaller Companies | -0.3 | 0.6 | 19.6 | 109.1 |
IA Europe Including UK | -1.2 | 2.5 | 33.9 | 108.1 |
IA Asia Pacific Excluding Japan | 0.1 | 10 | 23.6 | 98.2 |
IA High Yield Bond | 0.9 | 9.3 | 24.3 | 89.9 |
IA Infrastructure | -4.3 | 3.3 | 13.6 | 83 |
IA UK Smaller Companies | -0.6 | 6.3 | 2.4 | 79.7 |
IA Flexible Investment | -1 | 9.2 | 26.9 | 77.3 |
IA Mixed Investment 40-85% Shares | -1.1 | 8.9 | 24 | 73.2 |
IA Global Emerging Markets | 0.9 | 8 | 11.8 | 70.2 |
IA UK All Companies | -1.4 | 8 | 15.6 | 67.2 |
IA UK Equity Income | -1.2 | 8.7 | 20 | 67.1 |
IA Corporate Bond | -0.1 | 4.5 | 9.5 | 58.7 |
IA China/Greater China | 2.6 | 13.9 | -9.4 | 56.7 |
IA Mixed Bond | 0.5 | 5.4 | 9.5 | 49.4 |
IA £ High Yield | 0.3 | 8.7 | 17.3 | 49 |
IA Global Emerging Markets Bond - Hard Currency | -0.2 | 6.9 | 4 | 45.7 |
IA Mixed Investment 20-60% Shares | -1 | 6.2 | 12.8 | 44.3 |
IA Government Bond | 0.1 | 3 | 5.6 | 38.6 |
IA Global Emerging Markets Bond - Blended | -0.7 | 3.8 | 3.2 | 36.1 |
IA £ Strategic Bond | -0.5 | 4.6 | 6.8 | 29.6 |
IA Mixed Investment 0-35% Shares | -1 | 4.4 | 6 | 28.7 |
IA £ Corporate Bond | -0.6 | 2.6 | -0.8 | 22.9 |
IA Global Emerging Markets Bond - Local Currency | -0.9 | -2.8 | -2.4 | 21.9 |
IA Global Inflation Linked Bond | -1.4 | 0 | 2.8 | 19.1 |
IA Standard Money Market | 0.4 | 5.2 | 12 | 14.1 |
IA Latin America | -4.4 | -24.9 | -19 | 13.9 |
IA Short Term Money Market | 0.3 | 4.7 | 10 | 11.5 |
IA UK Direct Property | -0.5 | 0.4 | -4.8 | 10.3 |
IA UK Equity and Bond Income | 0 | 0 | 0 | 0 |
IA Specialist ^ | - | - | - | - |
IA Specialist Bond | 0 | 0 | 0 | 0 |
IA Targeted Absolute Return ^ | - | - | - | - |
IA Volatility Managed | - | - | - | - |
IA Personal Pensions | - | - | - | - |
IA Property Other | 0 | 0 | 0 | 0 |
IA Protected | - | - | - | - |
IA Commodities and Natural Resources | 0 | 0 | 0 | 0 |
IA Global Bonds | 0 | 0 | 0 | 0 |
IA UK Gilts | -2.3 | -3.3 | -21.8 | -5.1 |
IA UK Index Linked Gilts | -5.2 | -9.6 | -31.6 | -9.1 |