Offshore Capitalist

Best performing sector this year may not be what you think…

As of 23-Sep-09, the top performing sector (as defined by the IMA Investment Management Association) year-to-date was… UK Smaller Companies.

Here is the table (from Morningstar), showing YTD with cumulative 3-year and 5-year performances:

IMA Sector YTD 3Y 5Y
(%) (%) (%)
UK Smaller Companies 49.68 -7.65 34.74
Global Emerging Markets 46.42 45.09 137.1
Asia Pacific Excluding Japan 41.13 46.73 115.83
Technology & Telecommunications 37.84 17.59 37.87
European Smaller Companies 33.4 8.7 89.15
Asia Pacific Including Japan 30.71 29.36 84.65
Specialist 28.95 15.34 77.09
UK All Companies 26.51 -3.45 34.76
UK Zeros 22.77 -7.45 17.89
Active Managed 20.6 1.83 40.92
UK Equity Income 20.33 -8.07 30.16
Europe Including UK 19.8 6.29 52.75
North American Smaller Companies 19.31 12.92 41.31
£ Strategic Bond 18.98 3.19 17.13
Global Growth 17.57 4.67 40.97
Europe Excluding UK 17.01 9.17 63.8
UK Equity Income & Growth 16.91 -4.57 40.38
Balanced Managed 16.51 2.17 35.21
UK Equity & Bond Income 16.23 -2.17 32.34
Unclassified Sector 14.6 4.31 31.35
Cautious Managed 13.36 -0.06 23.32
£ Corporate Bond 12.87 2.88 15.04
North America 12.18 0.37 15.48
Absolute return 10.77 19.55 56.16
Property 10.69 -29.48 -13.27
Japanese Smaller Companies 9.82 -20.67 -8.6
Global Bonds 5.01 32.11 41.52
Protected/Guaranteed Funds 2.07 -0.04 22.26
UK Index Linked Gilts 1.88 12.62 30.28
Money Market 0.61 10.8 20.04
Japan -0.43 -11.94 9.49
UK Gilts -0.61 15.66 29.21

via IMA Sectors, Fund Returns , Performance.

Related posts:

  1. A Look At Sector Performance Over 5 Years
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