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 9, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Energy 04/05/2000 30.32% 26.35% -1.60% 1.46% 8.53%
Basic Materials 04/05/2000 28.16% 25.60% 1.94% 3.39% 8.74%
Transport 04/05/2000 27.03% 25.14% 10.58% 15.10% 9.24%
Construction 04/05/2000 26.10% 24.03% 13.27% 19.10% 9.60%
Aerospace 04/05/2000 23.66% 23.78% 13.83% 20.75% 16.32%
Industrial-Office REIT 11/09/2000 20.55% 22.78% 13.32% 14.88% 9.10%
Residential REIT 11/09/2000 16.28% 22.17% 20.55% 15.47% 14.00%
Utility 04/05/2000 13.91% 16.58% 10.86% 10.07% 8.41%
Sector ETF 12/10/2001 16.10% 16.42% 9.98% 14.22% 7.70%
Banks 04/05/2000 15.76% 14.30% 4.08% 10.25% 5.23%
Financial 04/05/2000 14.86% 13.91% 6.21% 11.93% 3.30%
Internet 5 03/11/2001 13.82% 13.65% 11.15% 18.96% 14.07%
Multi-Sector 04/05/2000 12.07% 11.90% 5.58% 11.82% 4.58%
Retail REIT 11/09/2000 8.94% 11.85% 10.44% 14.26% 14.13%
Utility 5 03/11/2001 8.00% 11.42% 6.08% 5.58% 7.08%
Precious Metals 06/25/2009 10.51% 10.61% -7.55% -10.33% 0.22%
Technology 04/05/2000 10.00% 10.00% 6.74% 9.93% -0.19%
Telecomms 04/05/2000 10.25% 8.03% 0.88% 5.25% -1.76%
REITs 04/05/2000 4.54% 7.41% 12.85% 11.81% 11.35%
Consumer Staples 04/05/2000 5.00% 5.13% 8.73% 13.00% 10.75%
Internet 04/05/2000 5.12% 4.25% 4.37% 15.60% -0.34%
Wine Beer and Spirits 06/06/2003 5.50% 4.13% 6.45% 10.41% 15.52%
Consumer Staples 5 03/11/2001 1.75% 2.18% 4.98% 8.10% 7.71%
Healthcare 04/05/2000 -9.86% -7.74% 6.95% 15.43% 9.16%
Biotechnology 04/05/2000 -18.64% -15.25% 12.75% 26.46% 9.89%

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