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: September 23, 2020 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Internet 04/05/2000 50.75% 50.14% 25.20% 24.66% 4.49%
Internet 5 03/11/2001 36.38% 48.62% 23.54% 27.93% 16.80%
Biotechnology 04/05/2000 23.58% 45.08% 17.92% 12.93% 12.01%
Technology 04/05/2000 19.57% 27.86% 16.88% 18.59% 3.14%
Multi-Sector 04/05/2000 7.12% 16.91% 12.27% 14.45% 6.21%
Transport 04/05/2000 9.34% 15.43% 9.29% 10.55% 9.04%
Construction 04/05/2000 6.88% 13.95% 7.41% 11.47% 9.47%
Healthcare 04/05/2000 -0.55% 11.33% 9.80% 7.42% 9.73%
Basic Materials 04/05/2000 2.61% 11.10% 8.76% 14.21% 9.03%
Precious Metals 06/25/2009 11.21% 9.34% 7.34% 6.14% 2.50%
Sector ETF 12/10/2001 -6.24% -0.90% 5.08% 8.83% 7.37%
Consumer Staples 5 03/11/2001 -4.98% -2.90% 2.10% 6.69% 7.19%
Consumer Staples 04/05/2000 -7.93% -3.33% 2.28% 5.99% 9.63%
Utility 5 03/11/2001 -5.45% -4.42% 5.91% 9.23% 6.94%
Wine Beer and Spirits 06/06/2003 -11.38% -4.79% -2.39% 3.49% 12.28%
Financial 04/05/2000 -20.75% -14.13% -4.45% 2.83% 2.57%
REITs 04/05/2000 -14.67% -14.67% 2.70% 5.54% 9.95%
Utility 04/05/2000 -16.27% -15.07% -0.04% 6.04% 7.30%
Industrial-Office REIT 11/09/2000 -22.27% -17.31% -1.21% 4.75% 7.26%
Telecomms 04/05/2000 -19.00% -18.34% -8.05% -0.94% -2.18%
Residential REIT 11/09/2000 -24.05% -22.49% 1.57% 8.72% 12.30%
Banks 04/05/2000 -36.59% -29.59% -12.24% -2.31% 2.58%
Aerospace 04/05/2000 -31.86% -32.36% -3.84% 7.69% 13.79%
Energy 04/05/2000 -42.92% -39.87% -14.54% -5.86% 4.02%
Retail REIT 11/09/2000 -45.04% -44.53% -15.81% -9.31% 7.66%

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