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: October 11, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
REITs 04/05/2000 28.87% 32.72% 12.54% 11.62% 11.60%
Residential REIT 11/09/2000 32.79% 32.56% 18.62% 18.75% 14.57%
Consumer Staples 5 03/11/2001 27.50% 25.39% 6.45% 6.90% 7.90%
Utility 5 03/11/2001 21.96% 25.18% 12.58% 8.54% 8.06%
Internet 04/05/2000 26.06% 20.81% 19.72% 14.09% 2.38%
Industrial-Office REIT 11/09/2000 26.63% 20.64% 9.52% 10.41% 8.96%
Construction 04/05/2000 31.35% 18.51% 9.82% 12.24% 9.04%
Internet 5 03/11/2001 24.32% 17.84% 17.83% 18.44% 15.04%
Utility 04/05/2000 17.19% 17.41% 11.15% 9.28% 8.78%
Precious Metals 06/25/2009 14.00% 16.01% 1.29% -1.20% 1.07%
Aerospace 04/05/2000 28.28% 15.13% 22.70% 17.24% 16.45%
Technology 04/05/2000 21.91% 14.00% 16.99% 12.81% 2.19%
Consumer Staples 04/05/2000 20.06% 13.62% 6.00% 8.12% 10.30%
Retail REIT 11/09/2000 20.96% 12.51% -1.84% 3.40% 11.69%
Multi-Sector 04/05/2000 18.04% 11.88% 13.96% 10.64% 5.83%
Basic Materials 04/05/2000 15.82% 9.59% 13.70% 7.42% 8.90%
Sector ETF 12/10/2001 18.38% 9.44% 10.21% 9.32% 7.79%
Healthcare 04/05/2000 8.57% 6.30% 10.66% 7.62% 9.63%
Financial 04/05/2000 11.81% 4.47% 9.58% 5.34% 3.56%
Telecomms 04/05/2000 5.32% 3.91% 3.22% 1.81% -1.08%
Transport 04/05/2000 14.97% 2.01% 10.45% 7.21% 8.65%
Banks 04/05/2000 12.42% 1.55% 8.56% 3.33% 5.01%
Biotechnology 04/05/2000 10.68% -0.66% 7.99% 7.94% 9.93%
Wine Beer and Spirits 06/06/2003 6.94% -3.88% 0.99% 4.63% 13.32%
Energy 04/05/2000 7.81% -12.21% 1.37% -2.06% 7.17%

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