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 25, 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 19.58% 21.11% 14.16% 16.09% 14.18%
Utility 5 03/11/2001 16.04% 19.51% 8.88% 6.17% 7.90%
REITs 04/05/2000 19.54% 19.10% 8.54% 10.10% 11.35%
Consumer Staples 5 03/11/2001 21.55% 18.08% 5.53% 5.66% 7.75%
Aerospace 04/05/2000 25.97% 17.79% 23.52% 15.79% 16.61%
Healthcare 04/05/2000 8.88% 14.71% 11.48% 7.92% 9.81%
Utility 04/05/2000 11.66% 13.98% 7.52% 7.97% 8.65%
Multi-Sector 04/05/2000 15.55% 10.69% 15.43% 8.82% 5.81%
Internet 04/05/2000 27.33% 10.00% 25.94% 13.22% 2.47%
Consumer Staples 04/05/2000 17.90% 9.80% 5.62% 7.35% 10.37%
Basic Materials 04/05/2000 16.49% 7.79% 15.23% 5.17% 9.08%
Biotechnology 04/05/2000 24.10% 7.60% 15.73% 11.57% 10.75%
Sector ETF 12/10/2001 15.89% 6.22% 10.60% 8.04% 7.80%
Industrial-Office REIT 11/09/2000 20.84% 6.14% 7.94% 8.16% 8.83%
Technology 04/05/2000 16.12% 5.81% 18.03% 11.19% 1.97%
Internet 5 03/11/2001 25.67% 4.30% 25.90% 18.19% 15.37%
Telecomms 04/05/2000 4.65% 2.77% 4.77% 0.20% -1.14%
Financial 04/05/2000 11.41% 0.70% 13.06% 4.62% 3.60%
Transport 04/05/2000 13.73% 0.11% 13.90% 6.29% 8.73%
Precious Metals 06/25/2009 4.15% -0.23% -3.00% -5.69% 0.19%
Banks 04/05/2000 10.32% -3.02% 11.18% 2.23% 4.98%
Retail REIT 11/09/2000 11.97% -3.42% -4.30% 1.79% 11.42%
Construction 04/05/2000 19.97% -3.77% 7.83% 7.28% 8.67%
Energy 04/05/2000 12.97% -7.07% 5.54% -3.99% 7.55%
Wine Beer and Spirits 06/06/2003 9.21% -7.87% 4.80% 3.97% 13.73%

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