Trustnet Unit Trusts and OEICs / Sector analysis

Sector analysis

Report: IMA Europe ex UK
by Harpreet Sajjan

This sector encompasses a broad range of 116 funds categorised as those that invest at least 80% of their assets in European equities and exclude UK securities. ...

Read more
View our sector analysis archive

Sector analysis

IMA Specialist

in association with
logo

Sector analysis

IMA UK All Companies

in association with
logo

Sector analysis

IMA UK Equity & Bond Income

in association with
logo

Sector analysis

IMA UK Equity Income

in association with
logo

Sector analysis

IMA UK Smaller Companies

in association with

Sector analysis

IMA Europe excluding UK

in association with

Sector analysis

Sector analysis

Sector analysis

IMA Global Growth

in association with

Sector analysis

IMA North America

in association with

for

Rank	IMA sector name	1m	3m	6m	1y	3y	5y
1	Absolute Return	+0.4	-0.8	+1.0	+2.7	+17.8	n/a
2	Active Managed	+2.9	-6.3	-3.3	-6.5	+16.7	+47.0
3	Asia Pacific excluding Japan	-0.9	-13.8	-11.2	-11.5	+45.2	+84.4
4	Asia Pacific including Japan	+2.1	-10.4	-6.1	-7.2	+25.1	+54.5
5	Balanced Managed	+3.1	-4.6	-2.0	-6.2	+13.7	+42.1
6	Cautious Managed	+2.2	-2.5	-1.4	-5.0	+7.3	+29.4
7	Europe excluding UK	+4.6	-7.9	-0.5	-5.4	+30.1	+77.8
8	Europe including UK	+3.8	-8.7	-2.3	-6.6	+24.0	+63.3
9	European Smaller Companies	+5.4	-9.9	-2.7	-13.0	+32.2	+118.5
10	Global Bonds	+4.7	+3.9	+4.4	+12.4	+9.7	+18.5
11	Global Emerging Markets	-0.8	-13.2	-9.4	-2.5	+59.0	+135.3
12	Global Growth	+4.8	-6.1	-1.2	-5.7	+17.9	+44.1
13	Japan	+5.3	-11.8	-0.9	-12.0	-8.4	+5.9
14	Japanese Smaller Companies	+5.1	-13.9	-6.4	-22.9	-36.1	-5.0
15	Money Market	+0.4	+0.9	+1.7	+3.6	+10.9	+17.0
16	North America	+10.9	+0.7	+6.9	-1.2	+10.0	+14.3
17	North American Smaller Companies	+10.7	+3.6	+13.2	+3.7	+17.6	+32.2
18	Personal Pensions	+3.8	-2.7	+1.0	-3.4	+17.0	+41.9
19	Protected/Guaranteed	+1.2	-2.9	-2.3	-3.1	+10.5	+29.9
20	Specialist	+1.2	-6.5	-5.0	-6.0	+22.4	+60.4
21	Sterling Corporate Bond	+1.2	+0.9	-0.7	n/a	n/a	n/a
22	Sterling High Yield	+1.3	-2.5	+1.5	-3.0	+3.2	+25.5
23	Sterling Strategic Bond	+1.2	+0.1	+0.2	-1.1	+0.6	+17.7
24	Technology & Telecommunications	+9.0	-0.9	+8.6	-4.0	+11.0	+13.3
25	UK All Companies	+3.8	-6.6	-3.4	-12.6	+12.8	+50.1
26	UK Equity & Bond Income	+3.1	-3.9	-2.6	-9.5	+7.7	+36.6
27	UK Equity Income	+5.1	-5.1	-2.7	-14.3	+9.4	+47.9
28	UK Gilts	+2.2	+3.9	+0.6	+5.7	+7.0	+19.5
29	UK Index Linked Gilts	+2.8	+4.9	+4.9	+12.9	+20.9	+42.5
30	UK Smaller Companies	+3.0	-8.6	-7.1	-21.0	+7.8	+57.0
31	UK Zeros	+0.7	-5.7	-6.0	-7.3	+4.3	+47.1