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: June 15, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Internet 5 03/11/2001 17.80% 35.32% 29.81% 25.25% 16.31%
Internet 04/05/2000 19.39% 32.23% 17.39% 20.16% 2.40%
Technology 04/05/2000 9.43% 27.45% 16.28% 16.61% 1.98%
Aerospace 04/05/2000 5.70% 26.10% 17.83% 20.48% 16.78%
Energy 04/05/2000 4.73% 22.33% 2.80% 2.89% 8.45%
Biotechnology 04/05/2000 13.14% 20.04% 2.54% 18.80% 10.97%
Basic Materials 04/05/2000 1.67% 19.64% 11.68% 7.68% 9.42%
Transport 04/05/2000 5.01% 19.21% 11.18% 13.36% 9.54%
Multi-Sector 04/05/2000 3.26% 17.33% 11.94% 11.78% 5.73%
Wine Beer and Spirits 06/06/2003 0.56% 16.54% 10.30% 12.01% 15.51%
Sector ETF 12/10/2001 2.10% 10.34% 9.93% 11.34% 7.99%
Construction 04/05/2000 -7.79% 9.75% 13.30% 11.98% 9.60%
Healthcare 04/05/2000 5.17% 9.56% 2.14% 11.38% 9.65%
Financial 04/05/2000 -5.82% 7.87% 5.53% 8.58% 3.87%
Banks 04/05/2000 -5.94% 7.62% 4.51% 7.22% 5.52%
Retail REIT 11/09/2000 -3.54% 1.44% 1.17% 3.36% 12.10%
REITs 04/05/2000 -2.19% 0.56% 7.30% 8.10% 10.84%
Residential REIT 11/09/2000 -1.63% -0.08% 14.74% 14.07% 13.72%
Precious Metals 06/25/2009 -2.58% -0.82% -1.43% -6.02% 0.39%
Industrial-Office REIT 11/09/2000 -2.51% -1.06% 11.28% 8.34% 8.85%
Telecomms 04/05/2000 -10.06% -2.55% 0.54% 3.70% -1.28%
Consumer Staples 04/05/2000 -6.76% -3.16% 6.89% 8.51% 10.41%
Utility 5 03/11/2001 -4.74% -3.29% 6.60% 8.56% 7.06%
Utility 04/05/2000 -4.24% -3.90% 7.12% 8.93% 8.21%
Consumer Staples 5 03/11/2001 -11.39% -11.00% 3.56% 3.36% 7.20%

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