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Investments

Unit trusts & OEICs

Sector Analysis

Investments

Sector Analysis

Report: IMA Sterling Strategic Bond
by Harpreet Sajjan Analyst, Financial Express Research

The IMA Sterling Strategic Bond sector includes 65 funds with a remit to invest at least 80 per cent of their assets in Sterling denominated (or hedged back to Sterling) fixed interest securities.

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Sector analysis

Absolute Return

in association with

The formation of this new IMA sector was prompted as a result of the increasing popularity of absolute return vehicles when the credit crunch wiped out returns for long only equity funds....

Sector analysis

Active Managed

in association with

The IMA's definition is non-committal and despite Financial Services Authority's prohibitions on investments in certain asset classes, the funds still have a wide-ranging remit. One of the principal concerns revolves around fees and charges: Initial Charges come in at between 5-5.5%, and the Annual Management...

Sector analysis

Cautious Managed

in association with

Sector analysis

Global Emerging Markets

in association with

This sector encompasses a broad inclusion of 32 funds, ones which invest 80% or more of their assets directly or indirectly in emerging markets, as defined by the World Bank, without geographical restriction.Funds are required to be broadly diversified within the relevant country/region/asset class, with thos...

Sector analysis

Global Growth

in association with

This relatively crowded sector includes a diverse range of funds inhabited by a total of 201 constituents as at May 2008, according to Financial Express Analytics. This diversity follows through to the varying investment objectives of the range of fund providers operating within this space, offering differing...

Sector analysis

North America

in association with

This sector encompasses the biggest market-place on the planet, USA, home to profitable, world-beating businesses. Although countries such as Canada are also included, a strong US presence is felt across the range of funds, bringing with it the topical risks of investing in this economy. The US economy has ha...

Sector analysis

UK All Companies

in association with

The IMA’s UK All Companies sector includes funds that invest 80% of its assets into UK Equities with a primary objective to achieve capital growth. Given the bullish markets experienced within UK equities over the past two decades, a broad base of 353 funds exist in July 2008, making this one of t...

Sector analysis

UK Equity & Bond Income

in association with

The IMA UK Equity & Bond Income sector, a relatively diminutive sector made up of 28 funds, has proved to be a popular destination for investors' money during the last 6 months, with its strong accent on providing a solid fixed income stream, in times when markets have begun to lose money swiftly. ...

Sector analysis

UK Equity Income

in association with

As markets have begun to lose money swiftly it’s not surprising we have seen a shift from appetite for capital appreciation toward solid income streams....

Investments

33 sectors
Rank	Sector name	1m	3m	6m	1y	2y	3y	5y
1	Absolute Return	0.2	4.0	4.0	0.1	4.8	13.8	44.5
2	Active Managed	-2.1	6.4	1.9	-15.4	-24.3	-12.6	19.0
3	Asia Pacific Excluding Japan	-1.4	12.5	15.5	0.0	-9.7	25.2	94.5
4	Asia Pacific Including Japan	-0.6	9.7	7.7	0.3	-6.8	11.5	64.4
5	Balanced Managed	-1.7	5.2	0.4	-11.9	-21.3	-10.8	18.3
6	Cautious Managed	-0.4	5.5	1.1	-8.4	-15.5	-8.6	12.3
7	Europe Excluding UK	-4.6	3.3	-8.7	-19.8	-30.5	-13.3	30.5
8	Europe Including UK	-4.1	4.1	-5.1	-19.9	-30.1	-13.6	25.2
9	European Smaller Companies	-2.4	11.4	3.9	-17.7	-35.5	-14.2	52.3
10	Global Bonds	1.7	1.9	-1.4	11.8	20.6	18.3	27.7
11	Global Emerging Markets	-2.2	14.7	18.9	-10.7	-11.2	19.9	113.8
12	Global Growth	-2.7	4.0	-2.1	-14.9	-25.0	-12.9	17.4
13	Japan	2.5	5.6	-7.4	-2.2	-18.6	-24.3	-5.1
14	Japanese Smaller Companies	9.3	17.0	-2.1	11.9	-19.3	-34.0	-22.7
15	Money Market	0.0	0.2	-0.3	0.5	4.1	7.7	14.6
16	North America	-3.6	-1.2	-7.7	-11.7	-24.0	-15.9	-3.6
17	North American Smaller Companies	-3.3	1.5	-3.8	-8.9	-20.8	-12.1	9.3
18	Pensions	-1.5	4.4	-2.2	-9.9	-18.7	-10.0	14.1
19	Property	-1.7	3.4	-6.5	-25.5	-42.9	-35.0	-7.5
20	Protected/Guaranteed	-1.1	-1.0	-2.1	-2.8	-7.6	0.2	21.7
21	Specialist	-2.9	8.1	6.6	-11.9	-18.6	-6.3	42.4
22	Sterling Corporate Bond	2.8	8.9	1.6	-2.2	-5.3	-6.0	4.4
23	Sterling High Yield	2.1	20.8	21.5	-5.9	-10.9	-5.8	10.4
24	Sterling Strategic Bond	2.5	11.4	6.1	-3.6	-6.3	-4.5	8.0
25	Technology & Telecoms	0.4	6.1	11.9	-1.2	-14.5	-1.3	7.0
26	UK All Companies	-3.3	6.2	2.4	-17.9	-33.1	-20.5	12.1
27	UK Equity & Bond Income	-1.3	7.0	0.1	-12.4	-25.5	-16.2	11.0
28	UK Equity Income	-2.9	5.4	-1.7	-15.5	-34.1	-22.6	9.9
29	UK Equity Income & Growth	-2.6	4.1	-3.4	-14.5	-29.9	-17.1	15.6
30	UK Gilt	0.9	-0.8	-3.3	12.0	17.6	16.3	27.8
31	UK Index - Linked Gilts	2.4	4.4	1.1	-0.1	15.2	17.4	32.0
32	UK Smaller Companies	-0.4	18.2	20.7	-17.6	-38.2	-21.5	13.1
33	UK Zeros	1.3	14.6	9.1	-15.0	-21.8	-16.7	10.2

Investments

Unit Trust and OEICs / Sector Analysis

Investments

Unit Trust and OEICs / Sector Performance