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: February 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 13.57% 31.00% 19.71% 16.97% 14.15%
REITs 04/05/2000 12.12% 21.32% 12.70% 10.55% 11.20%
Retail REIT 11/09/2000 16.09% 16.17% 1.14% 3.91% 11.88%
Healthcare 04/05/2000 7.60% 14.94% 12.52% 8.98% 9.93%
Utility 5 03/11/2001 6.37% 14.85% 9.02% 6.12% 7.54%
Industrial-Office REIT 11/09/2000 16.64% 13.08% 16.51% 9.08% 8.80%
Utility 04/05/2000 6.56% 12.93% 10.77% 9.18% 8.55%
Biotechnology 04/05/2000 21.04% 11.64% 17.66% 9.30% 10.82%
Aerospace 04/05/2000 18.21% 6.96% 26.84% 15.32% 16.56%
Internet 04/05/2000 18.23% 5.67% 30.17% 9.50% 2.11%
Technology 04/05/2000 11.73% 3.61% 20.46% 11.18% 1.80%
Sector ETF 12/10/2001 11.51% 3.59% 13.89% 8.81% 7.73%
Multi-Sector 04/05/2000 8.66% 2.43% 16.70% 8.56% 5.57%
Transport 04/05/2000 15.04% 1.69% 15.97% 9.04% 8.96%
Internet 5 03/11/2001 14.30% -0.42% 27.71% 15.32% 15.09%
Consumer Staples 5 03/11/2001 9.37% -0.51% 3.93% 5.33% 7.27%
Energy 04/05/2000 13.73% -0.53% 15.70% -0.38% 7.73%
Basic Materials 04/05/2000 10.37% -2.51% 19.29% 4.97% 8.94%
Consumer Staples 04/05/2000 8.69% -3.94% 6.24% 8.11% 10.09%
Telecomms 04/05/2000 7.22% -5.51% 8.10% 2.30% -1.04%
Wine Beer and Spirits 06/06/2003 11.04% -8.09% 7.62% 5.90% 14.18%
Precious Metals 06/25/2009 2.25% -8.34% -1.25% -6.01% 0.01%
Financial 04/05/2000 9.93% -9.56% 15.71% 5.80% 3.59%
Banks 04/05/2000 11.71% -13.35% 15.43% 4.47% 5.13%
Construction 04/05/2000 15.01% -14.13% 14.18% 6.58% 8.60%

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