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Investments

Unit trusts & OEICs

Sector Analysis

Investments

Sector Analysis

Cashing in on UK Equity Income
by Martin Wood Senior Analyst, Financial Express Research

Improved income is possible from the UK Equity Income sector, if you play your cards right.

Read more »
View our sector analysis archive »

Sector analysis

Absolute Return

in association with

The formation of this sector was prompted as a result of the increasing popularity of absolute return vehicles as the credit crunch wiped out returns for long only equity funds. The sector is defined so as to provide a home for those funds managed with the aim of delivering absolute (i.e. more than zer...

Sector analysis

Active Managed

in association with

Despite Financial Services Authority's prohibitions on investments in certain asset classes, the funds in this sector 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 Charge can be as hig...

Sector analysis

Europe excluding UK

in association with

This sector encompasses a broad range of around 100 retail funds that invest at least 80% of their assets in European equities and exclude UK securities. Investors need to consider whether managing their exposure to the UK as a separate entity suits their objectives.

Investor sentiment to...

Sector analysis

Global Emerging Markets

in association with

This sector encompasses 35-plus funds which invest 80% or more of their assets directly or indirectly in emerging markets, as defined by the World Bank, without geographical restriction. Funds should be broadly diversified across a selection of countries, regions and asset classes. Those that concentrat...

Sector analysis

North America

in association with

This sector encompasses the biggest marketplace on the planet, the USA, home to profitable, world-beating businesses. Although countries such as Canada are also included, the US presence dominates the range of funds, bringing with it the topical risks of investing in this economy. The US economy has tec...

Sector analysis

North American Smaller Companies

in association with

In the scheme of things, this is a tiny sector which comprised just 8 funds in March 2010. This does not mean that it should be overlooked as an investment destination for those who want exposure to the world's biggest economy....

Investments

31 sectors
Rank	Sector name	1m	3m	6m	1y	2y	3y	5y
1	Absolute Return	0.5	-2.2	-0.2	3.7	6.3	10.0	24.9
2	Active Managed	1.6	-4.6	3.7	15.3	4.4	-7.3	18.5
3	Asia Pacific Excluding Japan	2.4	-4.0	10.2	22.1	34.1	19.6	87.5
4	Asia Pacific Including Japan	1.7	-5.1	8.9	18.1	24.7	15.3	58.5
5	Balanced Managed	1.7	-3.4	3.8	15.6	8.3	-2.6	20.0
6	Cautious Managed	1.6	-1.9	2.8	12.9	7.5	-0.2	14.1
7	Europe Excluding UK	6.5	-4.0	2.1	14.7	1.8	-8.7	25.2
8	Europe Including UK	6.5	-3.9	2.7	15.7	1.8	-8.9	23.4
9	European Smaller Companies	6.4	-5.0	3.1	25.7	12.0	-10.3	41.9
10	Global Bonds	0.7	-0.2	3.9	10.8	24.6	34.4	28.6
11	Global Emerging Markets	2.4	-3.0	11.1	26.5	24.8	21.1	96.7
12	Global Growth	1.5	-6.1	4.4	17.4	9.3	-3.4	20.7
13	Japan	-0.6	-8.5	2.8	7.8	10.5	-8.3	2.1
14	Japanese Smaller Companies	-2.1	-8.1	5.4	10.1	30.6	-5.5	-18.9
15	Money Market	-0.1	-0.2	0.4	1.6	1.9	5.6	12.6
16	North America	-0.8	-10.2	5.1	18.1	15.8	0.9	6.1
17	North American Smaller Companies	-2.0	-11.0	11.3	23.8	22.3	10.8	19.1
18	Pensions	2.5	-3.3	3.1	14.2	8.2	-1.3	17.4
19	Property	1.5	0.3	5.6	18.2	-10.0	-28.7	-8.7
20	Protected	3.1	-0.9	3.0	12.1	14.0	9.6	25.7
21	Specialist	1.6	-3.7	5.1	19.2	12.5	3.5	39.2
22	Sterling Corporate Bond	0.1	0.9	3.1	14.4	13.4	9.7	10.2
23	Sterling High Yield	2.4	-0.3	4.3	21.8	20.6	14.7	23.7
24	Sterling Strategic Bond	0.8	-0.2	3.0	16.1	14.4	11.2	15.4
25	Technology & Telecoms	0.5	-7.1	9.0	26.9	36.5	18.3	31.5
26	UK All Companies	6.6	-3.0	5.8	22.7	8.1	-8.8	19.0
27	UK Equity & Bond Income	4.8	-1.3	4.7	18.3	8.2	-5.6	12.8
28	UK Equity Income	5.9	-2.5	4.8	20.5	9.0	-10.4	14.3
29	UK Gilt	-1.4	2.8	3.3	7.1	15.9	21.0	23.5
30	UK Index - Linked Gilts	-2.8	-0.7	0.8	7.8	6.3	18.2	27.9
31	UK Smaller Companies	4.0	-1.7	4.6	27.3	10.5	-17.2	18.5

Investments

Unit Trust and OEICs / Sector Analysis

Investments

Unit Trust and OEICs / Sector Performance