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: November 16, 2017 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 52.47% 50.40% 22.53% 25.96% 15.83%
Internet 04/05/2000 40.52% 40.42% 11.75% 22.50% 1.30%
Technology 04/05/2000 34.77% 38.86% 13.03% 17.76% 1.55%
Aerospace 04/05/2000 24.91% 26.83% 16.57% 24.60% 16.67%
Multi-Sector 04/05/2000 22.51% 26.48% 9.43% 13.91% 5.51%
Construction 04/05/2000 22.26% 24.71% 17.14% 17.05% 10.02%
Utility 04/05/2000 16.82% 23.44% 9.55% 13.41% 9.02%
Financial 04/05/2000 17.60% 23.12% 8.06% 13.23% 4.05%
Basic Materials 04/05/2000 20.23% 23.03% 6.46% 6.84% 9.16%
Utility 5 03/11/2001 15.89% 22.25% 6.34% 12.06% 7.75%
Residential REIT 11/09/2000 14.01% 21.98% 18.57% 17.17% 14.43%
Banks 04/05/2000 15.49% 21.26% 5.53% 10.81% 5.70%
Industrial-Office REIT 11/09/2000 10.90% 19.30% 11.83% 13.86% 9.39%
Wine Beer and Spirits 06/06/2003 17.14% 17.26% 8.58% 11.53% 15.66%
Consumer Staples 5 03/11/2001 13.28% 16.50% 6.73% 8.22% 8.11%
REITs 04/05/2000 10.76% 16.17% 9.05% 11.11% 11.41%
Sector ETF 12/10/2001 11.06% 15.83% 8.66% 14.28% 7.91%
Biotechnology 04/05/2000 23.89% 15.58% 6.62% 23.57% 10.50%
Telecomms 04/05/2000 10.99% 15.28% 1.75% 7.32% -1.04%
Healthcare 04/05/2000 16.62% 14.74% 4.76% 15.35% 9.64%
Consumer Staples 04/05/2000 12.44% 14.73% 8.74% 12.65% 10.91%
Transport 04/05/2000 7.13% 10.94% 3.16% 15.85% 8.91%
Energy 04/05/2000 -2.25% 3.77% -3.14% 1.79% 7.95%
Precious Metals 06/25/2009 7.20% 1.11% -2.06% -10.08% 0.72%
Retail REIT 11/09/2000 -9.41% -7.90% 1.18% 7.03% 12.60%

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