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Unit trusts & OEICs / IMA sector analysis
Sector analysis
Report: IMA UK Equity & Bond Income
by Harpreet Sajjan
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. Given slowing economic growth, coupled with rising inflationary pressures, UK equity and bond returns have fallen over the year with no fund within this sector producing a positive return over the last year (to June 2008), making a difficult task to pick away good performers over this period...
Read more
View our sector analysis archive
Sector analysis
IMA Specialist
in association with
The Property sector, a subdirectory of the mishmash that is the IMA Specialist sector, has grown rapidly in recent years as more and more funds have been launched to satisfy investor demand. With track records still in the making, it can be difficult to choose the right fund for your needs...
Sector analysis
IMA Technology & Telecommunications
in association with
Since the sector's crash in 2000, there followed a gradual return to over-enthusiasm in 2003, prompting a further correction, and now a return to something approaching stability. Recently, volatility has been lower, earnings are up, and prices are still a fraction of pre-crash values...
Sector analysis
IMA UK All Companies
in association with
In this series of reports, we are aiming to highlight funds from each of the IMA sectors that fit certain criteria. In picking those criteria, we want to take a more rounded view of fund selection, and challenge the idea that the investment to go for is simply the one that generates the biggest headline return...
Sector analysis
IMA UK Equity & Bond Income
in association with
An introduction for this sector is not currently available. ...
Sector analysis
IMA UK Smaller Companies
in association with
Sector analysis
IMA Europe excluding UK
in association with
Sector analysis
IMA Asia Pacific excluding Japan
in association with
Sector analysis
IMA Asia Pacific excluding Japan
in association with
Sector analysis
IMA Global Emerging Markets
in association with
Sector analysis
IMA Global Growth
in association with
Investments
Unit trusts & OEICs / IMA sector performance
Cumulative performance
Discrete calendar year performance
Discrete rolling 12-month performance
for
IMA sectors
Trustnet sectors
Trustnet regions
Go
Rank
Chart
IMA sector name
1m
3m
6m
1y
3y
5y
Constituents
1
Active Managed
-7.3
-4.1
-10.5
-10.7
+20.2
+58.9
2
Asia Pacific excluding Japan
-13.1
-10.2
-20.6
-9.9
+49.1
+122.4
3
Asia Pacific including Japan
-10.8
-6.8
-13.5
-9.5
+29.7
+84.5
4
Balanced Managed
-6.7
-4.6
-9.9
-11.1
+15.3
+49.1
5
Cautious Managed
-4.3
-3.4
-7.3
-8.5
+7.7
+31.2
6
Europe excluding UK
-10.8
-8.0
-13.5
-13.7
+32.6
+90.4
7
Europe including UK
-10.4
-7.2
-13.3
-13.3
+27.4
+75.9
8
European Smaller Companies
-12.7
-8.7
-14.1
-21.8
+39.2
+139.1
9
Global Bonds
-1.7
-1.2
-0.3
+7.3
+4.0
+12.8
10
Global Emerging Markets
-12.1
-6.5
-15.1
-2.6
+71.4
+180.5
11
Global Growth
-9.1
-5.1
-11.8
-12.2
+17.8
+54.5
12
Japan
-12.1
-3.2
-8.0
-16.9
-3.8
+24.2
13
Japanese Smaller Companies
-13.1
-6.6
-16.5
-27.1
-33.8
+14.1
14
Money Market
+0.2
+0.8
+1.5
+3.6
+10.6
+16.7
15
North America
-9.3
-5.3
-12.3
-14.1
-2.1
+13.7
16
North American Smaller Companies
-8.6
-1.2
-9.3
-12.9
+4.4
+35.6
17
Personal Pensions
-6.1
-4.0
-8.8
-8.5
+15.7
+46.4
18
Protected/Guaranteed
-3.8
-3.2
-6.1
-5.6
+11.9
+31.6
19
Specialist
-6.4
-4.5
-8.4
-8.9
+28.9
+78.7
20
Technology & Telecommunications
-9.6
-2.3
-13.3
-13.7
+3.0
+23.0
21
UK All Companies
-9.3
-7.9
-14.3
-18.9
+14.5
+59.3
22
UK Corporate Bond
-1.3
-1.6
-5.8
-2.2
-3.3
+6.5
23
UK Equity & Bond Income
-6.6
-6.5
-12.2
-14.2
+7.7
+39.5
24
UK Equity Income
-9.6
-9.6
-16.9
-21.7
+7.6
+51.5
25
UK Gilts
-0.5
-3.1
-3.3
+5.4
+3.6
+11.9
26
UK Index Linked Gilts
+3.1
+2.9
+4.8
+16.5
+21.0
+37.4
27
UK Other Bond
-2.4
-0.4
-4.8
-4.4
+2.9
+21.2
28
UK Smaller Companies
-9.8
-6.2
-12.7
-25.5
+13.7
+81.5
29
UK Zeros
-4.6
-3.1
-7.7
-8.0
+8.4
+62.3
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