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Unit trusts & OEICs / IMA sector analysis

Sector analysis

Report: IMA Japan
by Harpreet Sajjan

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. As global markets have shed money over the year, Japan has been one of the top three performing markets – largely thanks to a well capitalised banking sector that has already dealt with a decade of deflation and poor economic conditions...

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Sector analysis

IMA Specialist

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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...

Sector analysis

IMA UK All Companies

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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 the largest and most popular IMA sectors...

Sector analysis

IMA UK Equity & Bond Income

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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...

Sector analysis

IMA UK Equity Income

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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. This sector is constructed to include those funds which invest at least 80% in UK equities and aim to achieve a yield on the distributable income in excess of 110% of the FTSE All Share yield...

Sector analysis

IMA Cautious Managed

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Sector analysis

IMA Global Emerging Markets

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Sector analysis

IMA Global Growth

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Sector analysis

IMA Japan

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Sector analysis

IMA North America

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Sector analysis

IMA Specialist

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Investments

Unit trusts & OEICs / IMA sector performance

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Rank	IMA sector name	1m	3m	6m	1y	3y	5y
1	Absolute Return	+1.1	-3.3	-4.2	-1.3	+10.1	n/a
2	Active Managed	+3.0	-18.6	-27.1	-25.9	-10.8	+16.9
3	Asia Pacific excluding Japan	+5.1	-22.9	-35.4	-36.3	+4.2	+46.8
4	Asia Pacific including Japan	+7.4	-14.6	-25.8	-24.0	-5.8	+35.0
5	Balanced Managed	+3.4	-15.8	-23.3	-22.1	-9.5	+17.3
6	Cautious Managed	+2.0	-12.0	-16.8	-16.7	-8.5	+12.1
7	Europe excluding UK	+7.0	-19.3	-31.0	-27.5	-3.7	+37.7
8	Europe including UK	+5.1	-21.5	-33.2	-29.5	-9.0	+23.2
9	European Smaller Companies	+7.0	-23.7	-36.0	-33.1	-3.8	+53.2
10	Global Bonds	+9.3	+3.5	+4.0	+9.7	+10.7	+19.0
11	Global Emerging Markets	+7.0	-28.5	-40.1	-36.6	+0.6	+68.4
12	Global Growth	+6.2	-17.5	-26.6	-24.3	-11.5	+18.0
13	Japan	+13.4	-1.5	-14.3	-10.1	-25.2	+7.7
14	Japanese Smaller Companies	+20.2	+4.1	-12.5	-16.6	-43.3	-1.5
15	Money Market	+0.3	+0.2	+0.8	+2.6	+9.8	+16.5
16	North America	+10.6	-12.8	-17.7	-14.2	-15.6	+1.9
17	North American Smaller Companies	+6.7	-17.0	-18.4	-14.5	-14.1	+9.3
18	Personal Pensions	+4.2	-12.7	-18.7	-17.0	-4.4	+22.7
19	Protected/Guaranteed	+2.2	-1.8	-6.7	-6.3	+5.1	+25.5
20	Specialist	+1.3	-18.0	-26.1	-24.8	-7.9	+30.2
21	Sterling Corporate Bond	+0.5	-8.0	-8.4	-10.7	-10.6	+1.6
22	Sterling High Yield	-2.6	-18.1	-20.8	-21.7	-15.9	-0.4
23	Sterling Strategic Bond	+0.2	-11.2	-12.0	-13.1	-10.6	+3.4
24	Technology & Telecommunications	+4.9	-19.7	-22.1	-22.7	-19.1	-6.1
25	UK All Companies	+2.4	-22.5	-32.7	-31.7	-17.8	+12.1
26	UK Equity & Bond Income	+3.2	-14.5	-22.0	-22.7	-12.4	+13.9
27	UK Equity Income	+4.2	-17.6	-27.8	-28.6	-16.0	+16.9
28	UK Gilts	+2.5	+2.0	+4.4	+4.2	+8.5	+22.1
29	UK Index Linked Gilts	+1.5	-9.3	-4.7	-1.4	+9.2	+28.6
30	UK Smaller Companies	-4.7	-28.4	-37.5	-40.3	-24.6	+9.4
31	UK Zeros	-0.2	-16.7	-22.8	-24.1	-16.3	+16.2