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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 new 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

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 high...

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 should be broadly diversified within the relevant country/region/asset class, with those tha...

Sector analysis

North America

in association with

This sector encompasses the biggest marketplace on the planet, 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 had a turb...

Sector analysis

North American Smaller Companies

in association with

In the scheme of things, this is a tiny sector which comprises just 7 funds. This does not mean that it should be overlooked as an investment destination for those who want exposure to the world's biggest economy. ...

Sector analysis

UK Equity & Bond Income

in association with

The 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. ...

Investments

32 sectors
Rank	Sector name	1m	3m	6m	1y	2y	3y	5y
1	Absolute Return	1.2	1.5	2.1	11.4	9.1	13.8	32.9
2	Active Managed	7.4	6.8	11.4	41.2	2.2	-0.4	31.3
3	Asia Pacific Excluding Japan	10.1	8.3	19.4	72.4	27.2	45.4	118.8
4	Asia Pacific Including Japan	9.7	10.7	16.8	55.9	24.4	26.9	81.6
5	Balanced Managed	6.5	6.2	10.5	38.0	5.9	1.6	30.9
6	Cautious Managed	4.1	4.2	7.5	27.5	4.8	0.7	19.9
7	Europe Excluding UK	12.5	5.6	11.6	53.2	3.9	2.4	49.0
8	Europe Including UK	11.9	6.4	10.8	52.2	2.1	0.6	43.2
9	European Smaller Companies	11.5	9.6	16.8	73.1	9.7	-0.8	68.9
10	Global Bonds	3.6	4.3	8.7	13.2	25.5	31.6	35.1
11	Global Emerging Markets	10.2	8.8	20.7	76.6	17.1	41.6	126.5
12	Global Growth	9.2	8.8	14.9	48.2	9.0	5.1	38.9
13	Japan	8.0	12.6	9.9	35.6	16.9	-8.9	12.7
14	Japanese Smaller Companies	6.6	10.8	3.6	37.7	27.9	-13.7	-8.9
15	Money Market	0.5	0.7	1.4	1.9	3.4	7.3	14.3
16	North America	10.6	13.2	21.5	47.0	20.8	10.2	30.1
17	North American Smaller Companies	13.5	19.5	24.2	58.1	33.4	20.0	45.2
18	Pensions	6.3	5.5	9.0	35.1	6.8	2.5	27.9
19	Property	3.6	5.1	8.7	23.5	-19.5	-35.0	-5.8
20	Protected	3.4	3.3	6.8	17.6	10.6	10.8	32.5
21	Specialist	6.8	7.5	14.4	48.3	9.5	7.6	56.0
22	Sterling Corporate Bond	0.9	2.1	4.8	20.7	8.1	3.8	11.7
23	Sterling High Yield	2.8	5.2	11.8	52.9	17.6	9.7	22.9
24	Sterling Strategic Bond	1.6	3.4	7.6	29.5	11.3	7.1	17.3
25	Technology & Telecoms	10.6	13.9	23.7	61.3	41.5	30.1	50.3
26	UK All Companies	8.3	7.3	10.4	56.2	1.0	-7.0	27.5
27	UK Equity & Bond Income	5.4	4.8	8.4	38.7	1.5	-6.8	19.4
28	UK Equity Income	7.3	6.4	9.5	51.0	0.9	-11.2	22.5
29	UK Equity Income & Growth	6.8	6.5	10.5	46.4	4.2	-4.9	32.0
30	UK Gilt	-0.4	-1.6	-2.4	-3.2	8.1	14.2	24.4
31	UK Index - Linked Gilts	1.1	-2.7	0.9	8.5	4.8	15.8	31.3
32	UK Smaller Companies	4.1	5.8	6.6	64.1	-2.8	-17.5	15.7

Investments

Unit Trust and OEICs / Sector Analysis

Investments

Unit Trust and OEICs / Sector Performance