Select a specific sector or industry to increase diversification or to take a more concentrated position in anticipation of industry growth.

Our sector folios and industry folios focus on businesses that operate in particular market sectors or industries. From investing in the aerospace sector to the biotechnology sector, the range of sector folios can suit many investors’ needs.

Note: Investing in specific sectors and industries can provide high growth potential but can also bring significant volatility.

Last Updated: November 15, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Residential REIT 11/09/2000 33.82% 31.65% 17.66% 17.30% 14.54%
Construction 04/05/2000 37.89% 25.62% 9.20% 11.16% 9.26%
Industrial-Office REIT 11/09/2000 33.27% 23.48% 11.37% 10.15% 9.20%
REITs 04/05/2000 27.68% 22.33% 13.35% 10.26% 11.49%
Internet 5 03/11/2001 30.78% 21.94% 22.75% 17.64% 15.27%
Biotechnology 04/05/2000 29.15% 20.97% 13.18% 9.14% 10.75%
Aerospace 04/05/2000 34.88% 20.29% 19.71% 16.57% 16.66%
Internet 04/05/2000 24.71% 18.97% 20.03% 11.34% 2.31%
Technology 04/05/2000 25.77% 17.99% 18.85% 11.66% 2.35%
Multi-Sector 04/05/2000 24.87% 16.40% 16.14% 10.24% 6.11%
Utility 5 03/11/2001 19.00% 15.88% 12.89% 7.35% 7.88%
Precious Metals 06/25/2009 12.02% 14.99% 1.39% -0.64% 0.89%
Retail REIT 11/09/2000 25.13% 14.98% 0.59% 2.82% 11.83%
Consumer Staples 5 03/11/2001 25.30% 14.42% 8.43% 5.94% 7.75%
Basic Materials 04/05/2000 22.27% 14.41% 13.28% 7.51% 9.16%
Utility 04/05/2000 15.69% 13.90% 10.92% 7.92% 8.66%
Sector ETF 12/10/2001 23.04% 13.23% 10.86% 8.63% 7.98%
Healthcare 04/05/2000 17.33% 12.98% 13.64% 8.13% 10.02%
Consumer Staples 04/05/2000 20.53% 10.69% 8.23% 7.14% 10.27%
Financial 04/05/2000 18.52% 8.93% 8.30% 5.64% 3.85%
Banks 04/05/2000 19.66% 8.33% 7.65% 4.10% 5.31%
Transport 04/05/2000 24.15% 7.64% 10.05% 5.85% 9.03%
Wine Beer and Spirits 06/06/2003 11.47% 1.42% 4.78% 4.74% 13.52%
Energy 04/05/2000 12.42% 0.15% 2.56% -0.99% 7.36%
Telecomms 04/05/2000 5.70% -0.19% 4.06% 0.60% -1.05%

See how returns are calculated
Past performance is no guarantee of future results.