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: September 23, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Internet 5 03/11/2001 19.60% 38.42% 17.85% 20.39% 14.64%
Residential REIT 11/09/2000 21.05% 32.77% 21.82% 17.08% 14.58%
Industrial-Office REIT 11/09/2000 23.30% 32.57% 13.92% 16.57% 9.48%
Retail REIT 11/09/2000 20.94% 30.62% 15.39% 18.60% 15.08%
Utility 5 03/11/2001 17.32% 25.57% 10.90% 8.30% 7.75%
Utility 04/05/2000 20.14% 24.26% 13.00% 12.25% 8.88%
Consumer Staples 5 03/11/2001 9.64% 21.60% 6.63% 11.47% 8.33%
Precious Metals 06/25/2009 29.05% 21.30% -4.62% -7.28% 2.39%
Wine Beer and Spirits 06/06/2003 14.08% 21.26% 11.51% 15.00% 16.48%
REITs 04/05/2000 12.05% 21.00% 14.55% 15.35% 11.98%
Basic Materials 04/05/2000 15.58% 19.05% -1.10% 3.56% 8.17%
Technology 04/05/2000 9.76% 18.25% 8.66% 11.98% -0.20%
Construction 04/05/2000 13.77% 17.50% 10.77% 20.96% 9.05%
Consumer Staples 04/05/2000 10.99% 17.41% 11.73% 16.21% 11.25%
Sector ETF 12/10/2001 10.92% 16.37% 10.00% 15.44% 7.48%
Aerospace 04/05/2000 7.15% 16.32% 12.31% 20.64% 15.52%
Internet 04/05/2000 4.24% 15.55% 5.87% 15.90% -0.40%
Multi-Sector 04/05/2000 8.66% 14.63% 6.82% 13.41% 4.45%
Energy 04/05/2000 17.51% 11.00% -4.70% 2.93% 7.96%
Telecomms 04/05/2000 11.55% 7.42% 1.96% 6.45% -1.70%
Transport 04/05/2000 6.87% 2.24% 7.38% 14.97% 8.23%
Financial 04/05/2000 -0.79% 2.24% 2.12% 11.25% 2.52%
Banks 04/05/2000 0.58% 1.96% -0.27% 9.43% 4.40%
Healthcare 04/05/2000 -2.87% -1.79% 12.08% 19.07% 9.77%
Biotechnology 04/05/2000 -10.05% -3.54% 17.46% 31.03% 10.60%

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