Trustnet Unit Trusts and OEICs / Sector analysis

Report: IMA Active Managed
by Harpreet Sajjan, Analyst, Financial Express Research

The IMA's definition is non-committal and despite Financial Services Authority's prohibitions on investments in certain asset classes, the funds still have a wide-ranging remit. One of the principal concerns revolves around fees and charges: Initial Charges come in at between 5-5.  ...more

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Sector analysis

IMA UK Equity & Bond Income

in association with

As the name suggests, the funds in this sector aim to produce primarily income - and many fund objectives optimistically specify 'rising' levels of income - with a measure of capital growth as a secondary bonus, maybe. The sector classification is unusual, in that it sets out a specific target yield of 120% or more of the FTSE All-Share index.  ...more

Sector analysis

IMA UK Equity Income

in association with

The IMA UK Equity Income sector offers returns underpinned by dividend income, drawn largely from a stock of the UK's biggest and most established firms. ...more

Sector analysis

IMA UK Other Bond

in association with

The IMA UK Other Bond sector, where many funds invest in high yield bonds, could be mistaken for a dangerous hunting ground but - as part of a well diversified portfolio - it could also provide some much needed spice to enhance your returns. ...more

Sector analysis

IMA UK Smaller Companies

in association with

An imprecisely defined sector, taking in the bottom 10% of companies with a listing, right down to the latest arrivals on the AIM. But, this area of the market is capable of generating big returns, with unalarming levels of volatility, in the hands of stockpicking maestros. ...more

Sector analysis

IMA Asia Pacific excluding Japan

in association with

Sector analysis

IMA Cautious Managed

in association with

Sector analysis

IMA Europe excluding UK

in association with

Sector analysis

IMA Global Emerging Markets

in association with

Sector analysis

IMA Global Growth

in association with

Sector analysis

IMA North America

in association with

Investments

IMA sectors / Performance

for

Rank	IMA sector name	1m	3m	6m	1y	3y	5y
1	Active Managed	+3.4	+5.5	-2.8	-1.8	+39.2	+80.7
2	Asia Pacific excluding Japan	+3.9	+4.0	-6.4	+16.1	+93.1	+189.1
3	Asia Pacific including Japan	+4.1	+6.2	+0.2	+8.0	+60.8	+131.3
4	Balanced Managed	+2.9	+5.0	-1.9	-2.8	+32.5	+67.2
5	Cautious Managed	+1.9	+2.4	-2.0	-3.5	+18.4	+42.2
6	Europe excluding UK	+2.0	+11.5	0.0	-1.0	+60.3	+117.0
7	Europe including UK	+3.1	+10.8	-0.3	-0.8	+53.0	+100.9
8	European Smaller Companies	+2.5	+11.9	-4.6	-9.2	+73.4	+181.8
9	Global Bonds	-0.1	+1.8	+6.8	+7.6	+9.7	+13.5
10	Global Emerging Markets	+4.3	+7.1	+0.4	+19.6	+118.8	+248.4
11	Global Growth	+3.4	+6.3	-1.5	-1.6	+40.4	+77.4
12	Japan	+5.7	+9.6	+3.6	-8.3	+11.2	+50.2
13	Japanese Smaller Companies	+6.3	+9.4	-4.3	-17.5	-19.8	+34.8
14	Money Market	+0.3	+0.7	+1.6	+3.7	+10.9	+16.4
15	North America	+2.9	+3.9	+0.5	-4.7	+19.9	+28.3
16	North American Smaller Companies	+2.9	+2.3	-2.6	-5.6	+27.1	+52.3
17	Personal Pensions	+3.0	+5.3	-0.5	+0.3	+33.2	+63.7
18	Protected/Guaranteed	+1.0	+1.8	-0.9	-0.7	+22.1	+38.8
19	Specialist	+1.8	+3.1	-1.9	-1.7	+50.3	+102.4
20	Technology & Telecommunications	+4.9	+5.8	-7.2	-3.2	+23.7	+44.2
21	UK All Companies	+4.6	+8.5	-3.6	-6.9	+39.3	+90.2
22	UK Corporate Bond	+1.1	-1.6	-1.6	-1.5	+2.5	+10.6
23	UK Equity & Bond Income	+2.5	+3.9	-3.2	-6.0	+24.7	+59.9
24	UK Equity Income	+3.4	+6.6	-5.2	-10.4	+31.9	+82.2
25	UK Gilts	-0.8	-1.1	+1.8	+5.3	+8.9	+14.6
26	UK Index Linked Gilts	+0.2	+0.4	+4.5	+11.8	+20.5	+34.8
27	UK Other Bond	+2.5	+1.7	-1.6	-2.5	+9.1	+28.6
28	UK Smaller Companies	+4.4	+6.0	-11.5	-16.8	+33.3	+127.8
29	UK Zeros	+2.1	+0.4	-2.5	-3.0	+17.3	+89.2