Trustnet Investment Trusts / Sector analysis

Sector analysis

AIC Global Growth

in association with

Despite its relatively low number of constituent investment trusts - 31, according to Financial Express - this is still a very diverse sector. The AITC's classification requires them to have at least 20% of their assets invested in UK securities, but beyond that stipulation the writ runs large. ...

Sector analysis

AIC Asia Pacific Including Japan

in association with

This is a small sector, with just 5 constituents as at March 2007. The argument about its raison d'être is similar to that concerning the Europe including UK sector. ...

Sector analysis

AIC Sector Specialist: Utilities

in association with

Sector analysis

AIC Sector Specialist: Endowment Policies

in association with

Sector analysis

AIC Latin America

in association with

Investments

Investment trusts / AIC sector performance

for

37 records
Rank	AIC sector name	1m	3m	6m	1y	3y	5y
1	Asia Pacific Excluding Japan	-13.4	-10.6	-19.1	-11.9	+39.5	+124.3
2	Asia Pacific Including Japan	-13.3	-8.3	-15.6	-11.8	+10.9	+25.0
3	Biotechnology/Life Sciences	-2.2	+0.8	-9.4	-13.6	+8.6	+39.3
4	Commodities & Natural Resources	-6.5	+0.9	-0.9	+19.0	+155.0	+356.2
5	Country Specialists: Asia Pacific	-18.7	-17.6	-26.0	-14.9	+44.1	+162.3
6	Country Specialists: Europe	-6.9	-3.4	-3.3	+4.0	+80.2	+256.7
7	Country Specialists: Other	-16.2	-18.0	-18.5	-17.7	-4.8	+90.9
8	Endowment Policies	-0.2	+3.6	+3.0	+3.9	+44.5	+63.2
9	Environmental	-5.4	+1.7	-8.6	-8.5	+80.5	+226.0
10	Europe	-10.9	-8.0	-12.9	-14.6	+34.9	+130.4
11	European Emerging Markets	-13.1	+1.8	-12.9	-1.9	+79.1	+266.8
12	European Smaller Companies	-11.5	-8.6	-12.8	-23.6	+51.4	+242.2
13	Financials	-6.9	-12.6	-15.8	-35.0	+155.0	+298.0
14	Global Emerging Markets	-12.7	-5.0	-11.0	+0.4	+89.9	+260.7
15	Global Growth	-9.0	-6.8	-10.7	-14.7	+25.7	+88.6
16	Global Growth & Income	-8.1	-7.0	-10.1	-12.0	+14.3	+90.2
17	Global High Income	-10.3	-5.9	-16.2	-22.3	-1.1	+54.4
18	Global Smaller Companies	-11.2	-13.9	-16.3	-29.3	+11.9	+116.0
19	Hedge Funds	+0.6	+1.3	-3.6	+3.4	+20.4	+36.8
20	Infrastructure	-11.6	-10.2	-18.1	-44.3	-44.9	-32.7
21	Japan	-11.0	-0.3	-9.5	-24.4	-9.6	+26.9
22	Japanese Smaller Companies	-13.4	-2.2	-17.2	-32.6	-34.6	+24.6
23	Liquidity	+0.3	+1.7	+2.5	+3.1	+3.2	n/a
24	North America	-5.0	-1.7	-6.0	-13.3	+18.7	+36.4
25	North American Smaller Companies	-8.5	-7.7	-15.1	-25.9	-8.9	+33.9
26	Private Equity	-3.9	-1.5	-5.4	-12.7	+16.9	+87.7
27	Property	-16.5	-23.9	-22.7	-45.3	-28.7	+9.2
28	Securitised Debt	-7.1	-12.5	-32.6	-60.2	-75.5	n/a
29	Small Media, Comm & IT	-7.5	-0.4	-9.6	-31.8	-12.7	+18.1
30	Tea Plantations	+31.8	+27.3	+25.8	+25.8	+60.0	+303.6
31	Technology, Media, Telecom	-9.3	-2.9	-17.9	-23.9	+0.6	+79.9
32	UK Growth	-8.3	-7.6	-14.1	-27.5	+7.5	+66.8
33	UK Growth & Income	-12.3	-13.5	-21.1	-30.9	+1.3	+58.7
34	UK High Income	-11.7	-8.2	-21.0	-32.0	-3.3	+120.5
35	UK Smaller Companies	-9.8	-7.1	-16.2	-28.0	+14.5	+91.9
36	Utilities	-5.5	+1.5	-19.6	-8.3	+117.3	+485.1
37	Zero Dividend	-31.4	-30.9	-35.5	-44.2	-30.7	+193.0