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: May 19, 2017 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 28.05% 50.71% 14.82% 19.78% 0.89%
Internet 5 03/11/2001 28.25% 38.46% 20.78% 21.53% 15.13%
Financial 04/05/2000 4.17% 25.91% 5.34% 13.18% 3.43%
Technology 04/05/2000 14.67% 25.42% 10.25% 14.00% 0.65%
Basic Materials 04/05/2000 9.21% 24.17% 1.88% 6.04% 8.83%
Banks 04/05/2000 4.70% 24.17% 2.62% 11.76% 5.26%
Aerospace 04/05/2000 5.04% 23.85% 12.16% 20.91% 16.01%
Residential REIT 11/09/2000 5.70% 23.73% 18.96% 15.10% 14.39%
Construction 04/05/2000 6.65% 20.69% 11.96% 17.98% 9.46%
Industrial-Office REIT 11/09/2000 3.81% 19.03% 10.64% 14.27% 9.25%
Transport 04/05/2000 -1.29% 18.78% 5.25% 14.25% 8.66%
Multi-Sector 04/05/2000 8.75% 18.78% 6.11% 12.67% 4.95%
Sector ETF 12/10/2001 3.97% 16.16% 8.83% 14.11% 7.70%
Biotechnology 04/05/2000 16.69% 14.66% 13.91% 22.73% 10.42%
Wine Beer and Spirits 06/06/2003 8.00% 13.96% 5.40% 10.88% 15.58%
Telecomms 04/05/2000 8.00% 13.90% 0.61% 7.90% -1.22%
Energy 04/05/2000 -3.93% 13.28% -6.94% 2.85% 8.08%
Utility 04/05/2000 7.08% 12.33% 10.48% 10.90% 8.75%
Consumer Staples 04/05/2000 11.63% 11.15% 10.33% 14.21% 11.10%
Consumer Staples 5 03/11/2001 12.25% 10.38% 7.76% 9.01% 8.31%
Healthcare 04/05/2000 8.91% 8.02% 6.13% 16.08% 9.50%
Utility 5 03/11/2001 7.29% 6.61% 4.29% 9.67% 7.49%
REITs 04/05/2000 3.37% 5.16% 9.02% 10.64% 11.32%
Precious Metals 06/25/2009 6.40% -2.43% -7.24% -8.23% 0.68%
Retail REIT 11/09/2000 -15.58% -12.33% 1.48% 7.65% 12.53%

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