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 18, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Aerospace 04/05/2000 22.26% 40.60% 15.99% 22.82% 16.60%
Internet 04/05/2000 37.28% 35.35% 11.50% 19.00% 1.27%
Internet 5 03/11/2001 43.70% 34.20% 20.75% 22.42% 15.58%
Banks 04/05/2000 14.50% 32.21% 3.60% 9.52% 5.70%
Financial 04/05/2000 13.50% 31.42% 5.83% 11.28% 3.87%
Basic Materials 04/05/2000 18.46% 28.76% 4.01% 4.83% 9.16%
Technology 04/05/2000 24.44% 26.87% 10.00% 14.17% 1.11%
Transport 04/05/2000 6.03% 23.83% 4.45% 14.60% 8.93%
Multi-Sector 04/05/2000 18.28% 23.17% 8.50% 11.76% 5.36%
Biotechnology 04/05/2000 34.04% 20.98% 10.24% 22.03% 11.00%
Construction 04/05/2000 11.02% 19.87% 13.36% 13.73% 9.51%
Residential REIT 11/09/2000 11.66% 16.96% 20.60% 14.92% 14.44%
Telecomms 04/05/2000 13.11% 15.60% 1.26% 5.76% -0.94%
Sector ETF 12/10/2001 8.86% 15.36% 8.65% 12.36% 7.84%
Utility 04/05/2000 13.96% 14.08% 10.77% 11.66% 8.96%
Healthcare 04/05/2000 18.60% 11.91% 5.90% 14.99% 9.83%
Consumer Staples 5 03/11/2001 17.23% 11.83% 8.71% 8.02% 8.41%
Industrial-Office REIT 11/09/2000 7.91% 10.90% 12.73% 11.50% 9.31%
Consumer Staples 04/05/2000 13.96% 10.53% 10.00% 12.67% 11.00%
Utility 5 03/11/2001 13.21% 9.33% 5.45% 9.50% 7.67%
Wine Beer and Spirits 06/06/2003 14.63% 7.58% 7.41% 9.91% 15.67%
Energy 04/05/2000 -4.08% 7.58% -7.92% -0.44% 7.90%
REITs 04/05/2000 8.15% 6.07% 10.52% 8.90% 11.38%
Precious Metals 06/25/2009 9.21% -5.42% -4.33% -10.32% 0.96%
Retail REIT 11/09/2000 -9.33% -15.21% 3.22% 5.75% 12.75%

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