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: November 2023

To end Nov 2023 1 Month 1 Year 5 Years 10 Years
31/10/2023 to 30/11/2023 30/11/2022 to 30/11/2023 30/11/2018 to 30/11/2023 30/11/2013 to 30/11/2023
Figures provided by Morningstar % Growth % Growth % Growth % Growth
IA Technology and Technology Innovation 9.6 23.9 99.7 316.9
IA India/Indian Subcontinent 2.4 5.4 56.6 258.4
IA North America 5 6 65.6 221.6
IA Healthcare 3.2 -10.3 26.2 162.8
IA North American Smaller Companies 5.3 -5 37.2 147.2
IA Global 5.4 4 45.8 130.3
IA Global Equity Income 3.8 3.5 42.5 114
IA Financials and Financial Innovation 7.4 3.2 30.2 110.4
IA Europe Excluding UK 6.7 9 44.6 101.4
IA Infrastructure 5.4 -8.1 25.5 100.4
IA Japan 4 6 22.1 99.8
IA Asia Pacific Including Japan 3.9 -1.3 22.3 97.6
IA Europe Including UK 6 7.2 43.1 96.1
IA European Smaller Companies 7.9 2 25.4 95.3
IA Asia Pacific Excluding Japan 2.5 -5 22.4 86.6
IA Flexible Investment 3.9 2 23.7 64.6
IA UK Smaller Companies 6.1 -6.8 7.2 60.9
IA Mixed Investment 40-85% Shares 4.1 2.3 21.7 60.8
IA Global Emerging Markets 3.6 -0.7 12.9 54.5
IA UK Equity Income 4.3 1.5 20.9 53.2
IA China/Greater China -2.3 -14.7 -4.4 52.2
IA UK All Companies 4.4 0.6 18.5 50.8
IA High Yield Bond 2.7 5.5 15.9 45.1
IA Global Emerging Markets Bond - Hard Currency 2.7 3 5.2 39.4
IA Mixed Investment 20-60% Shares 3.6 1.9 11.8 37.2
IA £ High Yield 3.4 7.5 14.9 32.4
IA Corporate Bond 3.4 2.9 5.7 30.1
IA Global Emerging Markets Bond - Blended 3 5.7 6.5 26.3
IA Latin America 8.7 11.3 14.6 25.4
IA £ Strategic Bond 3.6 3.7 7.7 25
IA Mixed Investment 0-35% Shares 3.3 1.4 5.6 23.9
IA UK Direct Property 0.3 -2.1 -6.7 23.8
IA £ Corporate Bond 3.4 3.1 2.1 23.5
IA Global Inflation Linked Bond 1.6 -1.5 5.2 20.8
IA Mixed Bond 2.4 1.6 1.7 19.1
IA Global Emerging Markets Bond - Local Currency 2.2 6.1 8 16.6
IA Government Bond 1.6 -2.6 -5 13.9
IA UK Index Linked Gilts 4.2 -11 -22.7 10
IA Standard Money Market 0.5 4.6 6.8 8.1
IA Short Term Money Market 0.4 3.9 5.4 6.1
IA UK Gilts 3 -6 -15.7 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