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: April 18, 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 14.89% 24.94% 15.20% 16.82% 14.08%
REITs 04/05/2000 14.26% 20.37% 7.52% 10.23% 11.21%
Internet 04/05/2000 24.80% 16.26% 24.86% 13.66% 2.38%
Utility 5 03/11/2001 9.94% 16.00% 7.66% 5.96% 7.67%
Industrial-Office REIT 11/09/2000 18.45% 13.65% 9.43% 8.67% 8.81%
Internet 5 03/11/2001 28.49% 12.84% 24.95% 19.71% 15.68%
Retail REIT 11/09/2000 14.52% 12.44% -3.03% 3.16% 11.68%
Utility 04/05/2000 8.37% 11.78% 7.76% 8.50% 8.57%
Biotechnology 04/05/2000 17.96% 11.08% 10.69% 13.38% 10.57%
Technology 04/05/2000 22.33% 10.88% 18.44% 13.16% 2.27%
Multi-Sector 04/05/2000 15.43% 9.82% 14.70% 9.35% 5.86%
Consumer Staples 5 03/11/2001 18.72% 9.44% 4.00% 5.96% 7.69%
Sector ETF 12/10/2001 15.89% 7.10% 10.47% 9.10% 7.89%
Healthcare 04/05/2000 -0.47% 6.00% 6.93% 7.67% 9.39%
Transport 04/05/2000 22.52% 5.87% 13.49% 9.40% 9.24%
Consumer Staples 04/05/2000 15.85% 5.21% 5.43% 8.03% 10.37%
Basic Materials 04/05/2000 16.16% 3.10% 15.19% 5.61% 9.15%
Aerospace 04/05/2000 15.15% 1.70% 19.88% 14.29% 16.24%
Financial 04/05/2000 13.19% -1.70% 11.53% 5.76% 3.72%
Energy 04/05/2000 17.85% -3.86% 8.33% -1.35% 7.86%
Construction 04/05/2000 25.04% -5.50% 8.92% 8.46% 8.99%
Banks 04/05/2000 14.79% -5.51% 10.69% 3.97% 5.25%
Telecomms 04/05/2000 7.07% -6.35% 3.22% 1.89% -1.04%
Precious Metals 06/25/2009 3.22% -7.09% -1.35% -5.08% 0.11%
Wine Beer and Spirits 06/06/2003 13.48% -8.30% 6.17% 5.03% 14.18%

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