Keyword Search

	Funds
	News & Research

Advanced Search	»

Help -My Selections

_ X

Portfolio – This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts and OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
Watchlist – You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
Funds Basket – This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Investments

Sector Analysis

Report: IMA Global Bonds
by Harpreet Sajjan Analyst, Financial Express Research

The IMA Global Bonds sector has been the top performer over every investment horizon in the last year, and posts a one year return of 12 per cent.

Read more »
View our sector analysis archive »

Sector analysis

Absolute Return

in association with

The formation of this new IMA 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

Cautious Managed

in association with

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 are required to be broadly diversified within the relevant country/region/asset class, with thos...

Sector analysis

Global Growth

in association with

This relatively crowded sector includes a diverse range of funds inhabited by a total of 201 constituents as at May 2008, according to Financial Express Analytics. This diversity follows through to the varying investment objectives of the range of fund providers operating within this space, offering differing...

Sector analysis

Japan

in association with

Japan has stepped into the spotlight over the last month after over a decade in the dark, which is good news for the IMA Japan sector. ...

Sector analysis

North America

in association with

This sector encompasses the biggest market-place on the planet, USA, home to profitable, world-beating businesses. Although countries such as Canada are also included, a strong US presence is felt across the range of funds, bringing with it the topical risks of investing in this economy. The US economy has ha...

Sector analysis

Specialist

in association with

The Specialist sector is something of a dumping ground for funds that either have a narrow single theme or that do not otherwise fit with the mainstream sectors. For this reason, performance comparisons across the sector as a whole can have little significance. The sector contains funds specialising in areas ...

Sector analysis

UK All Companies

in association with

The IMA’s UK All Companies sector includes funds that invest 80% of its assets into UK Equities with a primary objective to achieve capital growth. Given the bullish markets experienced within UK equities over the past two decades, a broad base of 353 funds exist in July 2008, making this one of t...

Sector analysis

UK Equity & Bond Income

in association with

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. ...

Sector analysis

UK Equity Income

in association with

As markets have begun to lose money swiftly it’s not surprising we have seen a shift from appetite for capital appreciation toward solid income streams....

Investments

35 sectors
Rank	Sector name	1m	3m	6m	1y	2y	3y	5y
1	Absolute Return	2.0	-0.3	-3.4	-1.6	5.5	10.9	37.3
2	Active Managed	8.8	-6.7	-15.6	-24.8	-19.9	-12.0	20.0
3	Asia Pacific Excluding Jap	17.5	2.7	-11.2	-29.7	-3.7	11.8	60.8
4	Asia Pacific Inc Japan	16.2	4.8	-6.0	-20.0	-6.8	-2.5	44.3
5	Balanced Managed	7.6	-4.5	-11.3	-20.2	-17.1	-9.4	20.6
6	Cautious Managed	4.2	-4.2	-8.8	-15.5	-14.3	-8.4	13.5
7	Commodity & Energy	0.0	-16.4	-35.0	-20.1	n/a	n/a	n/a
8	Europe Excluding UK	16.8	1.0	-12.2	-23.9	-15.3	-0.8	42.5
9	Europe Including UK	15.3	-2.1	-15.0	-26.1	-18.2	-4.6	31.5
10	European Smaller Cos	15.1	-4.7	-21.1	-32.0	-28.3	-7.5	54.9
11	Global Bonds	4.5	11.3	13.0	12.9	19.4	15.8	26.4
12	Global Emerging Markets	18.3	-3.9	-22.1	-33.6	-9.9	1.8	74.1
13	Global Growth	11.7	-2.4	-11.7	-22.2	-16.4	-10.2	22.9
14	Hedge/Stru Prod - Equity	0.0	-5.0	-15.7	-28.4	n/a	n/a	n/a
15	Hedge/Stru Prod - Fixed Int	0.0	-0.3	0.5	-0.5	n/a	n/a	n/a
16	Japan	11.1	14.9	5.2	-3.3	-15.2	-27.0	11.5
17	Japanese Smaller Cos	6.3	24.8	11.8	-7.0	-25.0	-48.0	2.3
18	Money Market	0.2	0.3	0.7	2.2	6.4	9.6	16.4
19	North America	12.2	1.4	-1.9	-13.9	-11.3	-11.4	7.5
20	Nth American Sm Cos	14.9	-1.6	-3.6	-12.7	-8.3	-9.5	18.6
21	Pensions	8.1	-1.8	-6.9	-16.0	-12.1	-6.5	19.1
22	Property	5.8	-14.5	-19.4	-28.1	-39.2	-24.0	6.8
23	Protected/Guaranteed	1.2	1.8	-0.4	-5.9	-2.9	4.0	25.8
24	Specialist	8.7	-5.5	-16.4	-22.9	-19.1	-7.7	36.3
25	Sterling Corporate Bond	0.9	-1.4	-4.3	-9.8	-9.7	-10.3	2.0
26	Sterling High Yield	0.4	-16.5	-22.6	-25.9	-26.2	-22.2	-8.0
27	Sterling Strategic Bond	0.9	-5.3	-9.5	-13.6	-13.0	-11.5	2.3
28	Technology & Telecoms	11.9	-2.2	-9.1	-21.2	-16.2	-18.2	-3.7
29	UK All Companies	11.1	-9.1	-18.4	-30.0	-28.9	-17.4	14.3
30	UK Equity & Bond Income	7.0	-5.3	-11.5	-22.5	-22.5	-13.4	14.6
31	UK Equity Income	9.9	-6.9	-12.9	-27.4	-29.0	-16.2	18.7
32	UK Gilt	1.5	7.7	14.1	11.0	16.3	15.6	31.9
33	UK Index - Linked Gilts	6.1	-3.2	-3.3	2.0	9.9	11.9	33.0
34	UK Smaller Companies	6.7	-20.6	-30.2	-39.4	-43.4	-30.2	3.7
35	UK Zeros	0.3	-14.6	-21.4	-27.4	-26.8	-21.3	6.5

Investments

Unit Trusts and OEICs / Sector Analysis

Investments

Unit Trusts and OEICs / Sector Performance