You are here: Home - Investing -

The sectors which returned over 200% in the last decade

0
Written by:
01/08/2012
It has been a monumental ten years for equity and bond markets, with the euphoria of the first half matched by the despair seen on the faces of traders in the second half, after one of the worst financial meltdowns ever seen.

With steep rises in stocks from 2002 until 2007, most investors were wholly unprepared for the sudden and shocking falls we would witness in 2008.

Today the financial system remains constricted around the world, as banks rush to unwind over-stretched balance sheets, and economies contract in the face of a potential slowdown in China and the US.

Investors, battered for the last four years by equity markets, have rushed into bonds in ever greater numbers in the ongoing search for returns, while everyone has got used to the idea you cannot get 5% on cash anymore.

But where, if you had a crystal ball, should you have put your money back in 2002, to give you the highest possible return?

Below, according to data from Morningstar, is a run down of the top performing IMA sectors over what has been a turbulent decade.

Only three sectors managed to deliver you over 200% if you had invested in the average fund, while a further eight sectors would have more than doubled your investment.

The data covers the period from July 2002 to July 2012, showing the percentage gains for an investor who put £100 into the average fund. The % change (gains) includes any dividends the investor would have been paid, while the final column shows the number of funds investors had to choose from if they invested ten years ago.

 

UK Registered Investment Funds
   
     
 Sectors % Chg No. of Funds
     
(IMA) Global Emerging Markets 244.16 21
(IMA) China/Greater China 241.00 9
(IMA) Specialist 224.10 47
(IMA) Asia Pacific Excl Japan 191.47 40
(IMA) UK Smaller Cos 187.06 34
(IMA) European Smaller Cos 183.88 11
(IMA) Asia Pacific Incl Japan 133.97 6
(IMA) Nth American Smaller Cos 130.57 5
(IMA) Technology and Telecommunications 106.02 9
(IMA) UK All Companies 103.67 175
(IMA) UK Equity Income 102.67 55
(IMA) UK Index Linked Gilts 97.68 6
(IMA) Flexible Investment 97.20 38
(IMA) Mixed Investment 40-85% Shares 91.30 51
(IMA) UK Equity and Bond Income 89.60 16
(IMA) Global Bond 88.66 36
(IMA) Global 87.81 106
(IMA) Europe Including UK 87.56 15
(IMA) Europe Excluding UK 87.45 63
(IMA) £ High Yield 86.43 12
(IMA) Absolute Return 76.61 2
(IMA) Global Equity Income 71.89 3
(IMA) Mixed Investment 20-60% Shares 69.51 25
(IMA) £ Strategic Bond 65.26 23
(IMA) UK Gilts 63.50 16
(IMA) North America 63.36 43
(IMA) Mixed Investment 0-35% Shares 59.33 4
(IMA) £ Corporate Bond 50.85 44
(IMA) Japanese Smaller Cos 50.49 6
(IMA) Property 43.20 4
(IMA) Protected 40.59 1
(IMA) Money Market 25.33 8
(IMA) Short Term Money Market 24.46 8
(IMA) Japan 19.00

32

Tag Box

Debt

Pension

Spending

Financial fitness

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

Are you a first-time buyer looking for a mortgage?

Look no further, get the help you need by searching for your perfect mortgage

Five ways to get on the property ladder without the Bank of Mum and Dad

A report suggests the Bank of Mum and Dad is running low on funds. Fortunately, there are other options for st...

The essential Your Money guide to the April 2018 tax changes

As we head into the 2018/19 tax year, a number of key changes take place to existing policies while some new i...

A guide to switching energy provider

All you need to know about switching from one energy supplier to another.

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

Having a baby and your finances: seven top tips

We’re guessing the Duchess of Cambridge won’t be fretting about maternity pay or whether she’ll still be...

Protecting family wealth: 10 tips for cutting inheritance tax

Inheritance tax - sometimes known as 'death tax' - can cause even more heartache for bereaved families. But th...

Travel insurance: Five tips to ensure a successful claim

Ahead of your summer holiday, it’s important to make sure you have the right level of travel cover or you co...

YourMoney.com Awards 2018

Now in their 21st year, our awards recognise the companies offering the best products and services to consumers

Money Tips of the Week

Read previous post:
2196019-arrows1
July house prices fell at fastest rate since 2009 – Nationwide

UK house prices declined for the fourth time in five months in July, with prices falling by 0.7%, reported Nationwide.

Close