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 2022
Tables
- Sector summary - asset type and sector
- Best selling Investment Association sectors - latest month
- Best and worst selling Investment Association sectors - by month
- Best and worst selling Investment Association sectors - by quarter
- Best and worst selling Investment Association sectors - by year
- Fund performance
| To end Jul 2022 | 1 Month | 1 Year | 5 Years | 10 Years |
|---|---|---|---|---|
| 30/06/2022 to 31/07/2022 | 31/07/2021 to 31/07/2022 | 31/07/2017 to 31/07/2022 | 31/07/2012 to 31/07/2022 | |
| Figures provided by Morningstar | % Growth | % Growth | % Growth | % Growth |
| IA Technology and Technology Innovation | 8.7 | -14 | 93.3 | 341.9 |
| IA North America | 8.2 | 2.8 | 78.9 | 291.3 |
| IA Healthcare | 5.9 | 0.3 | 62.1 | 290 |
| IA North American Smaller Companies | 10 | -5.6 | 62.9 | 261.4 |
| IA India/Indian Subcontinent | 8.3 | 10.7 | 36.4 | 228.6 |
| IA Japanese Smaller Companies | 6.8 | -9.2 | 21 | 210.2 |
| IA Financials and Financial Innovation | 6.8 | -14.3 | 28.6 | 186.1 |
| IA European Smaller Companies | 7.2 | -18.2 | 19.9 | 184.9 |
| IA Global | 7.2 | -3.1 | 49.1 | 180.1 |
| IA UK Smaller Companies | 4.9 | -20.3 | 21.6 | 170.3 |
| IA Infrastructure | 4.5 | 15.1 | 45.3 | 157 |
| IA Europe Excluding UK | 5.7 | -9 | 21.4 | 151.7 |
| IA Global Equity Income | 4.3 | 5.2 | 40.2 | 148.7 |
| IA Europe Including UK | 5.5 | -5.7 | 27.4 | 146.4 |
| IA Japan | 6.2 | -4.6 | 21.3 | 144.1 |
| IA Asia Pacific Including Japan | 2.6 | -8.1 | 30.2 | 141.1 |
| IA China/Greater China | -8.3 | -14.1 | 21.2 | 140.6 |
| IA Asia Pacific Excluding Japan | 0 | -5.4 | 26.5 | 121 |
| IA UK All Companies | 5.8 | -4.5 | 15.7 | 100.7 |
| IA UK Equity Income | 3.9 | 2.4 | 15.2 | 96.5 |
| IA Flexible Investment | 3.3 | -4.4 | 23.4 | 94.2 |
| IA Mixed Investment 40-85% Shares | 3.5 | -4.3 | 22 | 89.7 |
| IA High Yield Bond | 5.4 | 3.2 | 21.6 | 86.8 |
| IA Corporate Bond | 2.3 | 2.3 | 17 | 63.6 |
| IA Global Emerging Markets | -0.2 | -12.3 | 8.5 | 62.1 |
| IA Mixed Investment 20-60% Shares | 2.6 | -5.3 | 11.1 | 54.2 |
| IA Mixed Bond | 2.2 | 3.2 | 14.5 | 52.4 |
| IA UK Direct Property | -0.2 | 9.9 | 14.3 | 52.1 |
| IA UK Index Linked Gilts | 6.2 | -20.3 | 1 | 47.2 |
| IA Government Bond | 1.7 | 5.8 | 17.1 | 44.1 |
| IA £ High Yield | 4 | -8.7 | 6.3 | 42.3 |
| IA £ Strategic Bond | 2.6 | -9 | 5.6 | 34.5 |
| IA £ Corporate Bond | 3 | -11.5 | 3.3 | 34.5 |
| IA Mixed Investment 0-35% Shares | 2.3 | -6.4 | 6 | 34.4 |
| IA Global Emerging Markets Bond - Hard Currency | 1.3 | -12.4 | -1.9 | 32 |
| IA Global Inflation Linked Bond | 3.4 | -2.7 | 12.4 | 27.1 |
| IA UK Gilts | 2.5 | -14.6 | -2.4 | 15.7 |
| IA Global Emerging Markets Bond - Blended | 0.5 | -12.8 | -5.7 | 9.6 |
| IA Standard Money Market | 0.1 | 0.2 | 1.9 | 2.9 |
| IA Short Term Money Market | 0.1 | 0.2 | 1.2 | 1.7 |
| IA Specialist ^ | - | - | - | - |
| IA Specialist Bond | 0 | 0 | 0 | 0 |
| IA UK Equity and Bond Income | 0 | 0 | 0 | 0 |
| IA Targeted Absolute Return ^ | - | - | - | - |
| IA Volatility Managed | - | - | - | - |
| IA Global Bonds | 0 | 0 | 0 | 0 |
| IA Commodities and Natural Resources | 0 | 0 | 0 | 0 |
| IA Personal Pensions | - | - | - | - |
| IA Property Other | 0 | 0 | 0 | 0 |
| IA Protected | - | - | - | - |
| IA Global Emerging Markets Bond - Local Currency | -0.1 | -6.1 | -6.7 | -1.7 |
| IA Latin America | 4 | -5 | -7.8 | -3.4 |
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
