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: April 20, 2018 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 7.98% 35.19% 17.80% 23.50% 17.08%
Internet 5 03/11/2001 6.76% 33.79% 25.67% 25.19% 15.80%
Technology 04/05/2000 2.86% 26.71% 13.73% 16.16% 1.64%
Internet 04/05/2000 3.15% 24.95% 11.36% 19.08% 1.59%
Wine Beer and Spirits 06/06/2003 1.72% 23.55% 10.39% 11.43% 15.77%
Basic Materials 04/05/2000 0.19% 21.13% 10.88% 7.96% 9.41%
Multi-Sector 04/05/2000 -0.04% 19.43% 10.41% 11.84% 5.59%
Energy 04/05/2000 4.91% 17.81% 0.98% 3.80% 8.54%
Banks 04/05/2000 -0.70% 17.28% 7.31% 8.64% 5.88%
Transport 04/05/2000 -0.17% 17.24% 7.68% 13.27% 9.32%
Financial 04/05/2000 -2.74% 15.89% 7.70% 9.93% 4.08%
Construction 04/05/2000 -7.89% 13.34% 13.49% 13.18% 9.68%
Healthcare 04/05/2000 0.88% 10.99% 1.19% 10.90% 9.48%
Sector ETF 12/10/2001 -1.35% 9.00% 8.02% 11.23% 7.84%
Biotechnology 04/05/2000 1.05% 8.21% 0.38% 17.54% 10.38%
Telecomms 04/05/2000 -1.33% 7.82% 2.59% 6.03% -0.79%
Utility 5 03/11/2001 -4.77% 2.05% 5.66% 8.04% 7.12%
Utility 04/05/2000 -3.56% 1.30% 5.63% 7.33% 8.33%
Consumer Staples 04/05/2000 -7.73% -0.09% 5.81% 7.84% 10.44%
Precious Metals 06/25/2009 0.41% -3.13% -1.05% -5.68% 0.74%
Residential REIT 11/09/2000 -9.23% -3.35% 10.95% 11.21% 13.32%
REITs 04/05/2000 -7.92% -4.61% 3.38% 5.59% 10.57%
Industrial-Office REIT 11/09/2000 -9.98% -5.96% 6.47% 5.65% 8.44%
Consumer Staples 5 03/11/2001 -12.54% -7.77% 2.16% 2.39% 7.19%
Retail REIT 11/09/2000 -15.63% -19.95% -5.34% -0.12% 11.36%

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