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: December 11, 2018 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Healthcare 04/05/2000 12.74% 12.21% 7.27% 10.58% 9.79%
Biotechnology 04/05/2000 5.40% 7.01% 3.72% 13.90% 10.25%
REITs 04/05/2000 6.77% 6.63% 8.64% 11.64% 11.06%
Residential REIT 11/09/2000 6.61% 5.53% 15.20% 17.42% 13.83%
Internet 04/05/2000 3.31% 4.07% 14.56% 10.15% 1.55%
Aerospace 04/05/2000 0.56% 3.68% 17.34% 13.96% 16.00%
Utility 5 03/11/2001 7.61% 3.41% 11.86% 8.64% 7.59%
Utility 04/05/2000 6.44% 2.05% 13.05% 11.02% 8.60%
Multi-Sector 04/05/2000 -0.47% 0.74% 12.65% 8.39% 5.37%
Retail REIT 11/09/2000 -3.35% 0.51% 0.22% 4.43% 11.77%
Technology 04/05/2000 0.04% 0.19% 14.66% 10.69% 1.44%
Internet 5 03/11/2001 0.25% -0.53% 19.22% 14.82% 14.77%
Sector ETF 12/10/2001 -2.35% -1.62% 9.83% 8.63% 7.47%
Transport 04/05/2000 -5.51% -3.23% 11.06% 8.38% 8.66%
Energy 04/05/2000 -8.86% -4.46% 8.67% -1.35% 7.42%
Industrial-Office REIT 11/09/2000 -4.85% -5.04% 9.44% 9.61% 8.46%
Basic Materials 04/05/2000 -8.82% -5.15% 13.74% 4.24% 8.52%
Precious Metals 06/25/2009 -11.06% -5.58% 1.31% -6.23% -0.59%
Consumer Staples 5 03/11/2001 -7.35% -6.22% 3.73% 4.92% 7.26%
Consumer Staples 04/05/2000 -7.54% -6.78% 5.51% 7.33% 10.08%
Telecomms 04/05/2000 -9.93% -8.22% 5.91% 2.05% -1.23%
Wine Beer and Spirits 06/06/2003 -13.66% -10.87% 4.14% 5.38% 13.86%
Financial 04/05/2000 -14.53% -13.64% 6.62% 4.75% 3.23%
Banks 04/05/2000 -17.47% -15.94% 5.43% 2.72% 4.64%
Construction 04/05/2000 -26.93% -25.80% 4.66% 6.14% 7.99%

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