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: March 24, 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 12.75% 32.78% 4.26% 14.58% 0.14%
Banks 04/05/2000 4.70% 29.44% 4.44% 7.86% 5.32%
Financial 04/05/2000 4.12% 28.73% 6.32% 9.14% 3.47%
Internet 5 03/11/2001 16.55% 27.98% 13.50% 17.98% 14.50%
Aerospace 04/05/2000 2.70% 27.00% 11.50% 18.44% 16.01%
Basic Materials 04/05/2000 6.54% 25.14% 2.45% 2.79% 8.75%
Residential REIT 11/09/2000 2.56% 23.80% 20.32% 14.33% 14.31%
Construction 04/05/2000 6.03% 23.00% 10.89% 15.36% 9.50%
Industrial-Office REIT 11/09/2000 0.10% 21.17% 10.61% 11.89% 9.08%
Energy 04/05/2000 -4.96% 20.53% -3.93% -0.65% 8.08%
Technology 04/05/2000 9.47% 18.07% 9.00% 10.41% 0.38%
Biotechnology 04/05/2000 12.60% 17.35% 8.75% 22.35% 10.30%
Multi-Sector 04/05/2000 5.58% 17.19% 6.40% 10.50% 4.80%
Sector ETF 12/10/2001 2.95% 16.32% 9.27% 12.42% 7.71%
Transport 04/05/2000 -0.93% 14.25% 7.25% 12.81% 8.76%
Utility 04/05/2000 7.37% 10.78% 11.30% 11.55% 8.84%
Consumer Staples 04/05/2000 8.50% 9.60% 12.00% 13.21% 11.11%
Healthcare 04/05/2000 6.87% 8.50% 6.21% 15.01% 9.47%
Telecomms 04/05/2000 6.36% 7.95% 3.08% 6.75% -1.35%
Consumer Staples 5 03/11/2001 9.52% 7.36% 9.50% 7.74% 8.23%
Precious Metals 06/25/2009 9.18% 6.62% -6.51% -9.99% 1.03%
Wine Beer and Spirits 06/06/2003 2.56% 6.48% 4.23% 8.82% 15.33%
Utility 5 03/11/2001 7.37% 5.50% 5.20% 8.35% 7.57%
REITs 04/05/2000 1.93% 5.25% 11.27% 9.88% 11.33%
Retail REIT 11/09/2000 -6.05% -2.75% 7.04% 9.22% 13.40%

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