Trustnet Investment Trusts / Sector analysis

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 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. ...

Investments

Investment trusts / AIC sector performance

for

37 records
Rank	AIC sector name	1m	3m	6m	1y	3y	5y
1	Asia Pacific Excluding Japan	+2.9	+1.9	-3.6	+8.8	+80.2	+200.0
2	Asia Pacific Including Japan	+7.7	+7.7	+2.3	+2.2	+39.9	+64.2
3	Biotechnology/Life Sciences	+0.1	-4.1	-7.3	-16.8	+13.5	+52.1
4	Commodities & Natural Resources	+59.8	+58.7	+68.2	+102.1	+338.8	+681.4
5	Country Specialists: Asia Pacific	+6.1	+3.1	+2.7	+21.3	+107.4	+328.4
6	Country Specialists: Europe	+1.3	+3.2	+9.0	+11.8	+110.1	+322.0
7	Country Specialists: Other	-3.5	-4.0	-4.6	-5.1	+12.5	+130.9
8	Endowment Policies	+2.3	+4.9	+5.3	+4.6	+46.8	+65.6
9	Environmental	+8.0	+7.1	+0.6	+0.6	+118.5	+267.7
10	Europe	+3.0	+6.4	-1.5	-3.0	+63.6	+161.0
11	European Emerging Markets	+5.5	+2.7	+0.6	+8.1	+126.7	+317.0
12	European Smaller Companies	+1.9	+10.8	-6.6	-11.5	+93.6	+301.9
13	Financials	-4.8	-6.7	+0.3	-33.8	+184.2	+346.5
14	Global Emerging Markets	+7.8	+6.6	+5.5	+24.6	+145.3	+346.3
15	Global Growth	+3.8	+4.3	-1.8	-3.7	+52.2	+120.5
16	Global Growth & Income	+2.4	+0.9	-0.8	-4.1	+35.2	+120.5
17	Global High Income	+10.7	+12.8	-10.0	-12.3	+10.2	+106.4
18	Global Smaller Companies	+6.3	+6.0	-4.8	-14.3	+52.2	+183.7
19	Hedge Funds	+1.5	-3.8	-0.8	+5.9	+23.5	+37.1
20	Infrastructure	+1.1	-6.2	-4.3	-24.2	-30.6	-16.2
21	Japan	+8.8	+6.3	-1.8	-17.2	+5.4	+61.7
22	Japanese Smaller Companies	+8.1	+1.5	-10.9	-29.6	-23.2	+46.8
23	Liquidity	+0.5	+1.3	+1.1	+2.0	+2.0	n/a
24	North America	+3.7	+1.5	-0.8	-7.6	+33.9	+45.3
25	North American Smaller Companies	+3.1	-2.2	-8.5	-14.1	+12.1	+67.2
26	Private Equity	+1.0	-1.3	-6.2	-10.2	+29.0	+109.8
27	Property	-1.2	-7.0	-11.6	-32.3	-4.6	+46.8
28	Securitised Debt	-5.1	-22.3	-26.3	-58.4	-72.6	n/a
29	Small Media, Comm & IT	+11.8	+4.2	-12.4	-23.6	+0.3	+56.2
30	Tea Plantations	-4.0	-6.1	-5.6	+1.2	+49.8	+211.9
31	Technology, Media, Telecom	+7.1	+0.2	-9.7	-21.3	+19.9	+117.0
32	UK Growth	+0.1	-1.7	-14.0	-22.6	+25.4	+96.2
33	UK Growth & Income	+2.1	-1.6	-11.9	-19.5	+29.3	+101.1
34	UK High Income	+4.8	-0.2	-14.5	-23.0	+19.7	+185.4
35	UK Smaller Companies	+4.0	+3.0	-13.6	-19.1	+38.3	+138.9
36	Utilities	+6.1	+0.9	-8.0	-2.4	+145.4	+699.1
37	Zero Dividend	+2.3	-2.7	-6.9	-18.6	+7.4	+326.6