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: June 14, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Residential REIT 11/09/2000 22.41% 25.62% 16.42% 16.98% 14.34%
Utility 5 03/11/2001 15.39% 23.86% 8.70% 6.45% 7.88%
REITs 04/05/2000 20.85% 22.68% 9.40% 10.62% 11.44%
Consumer Staples 5 03/11/2001 19.41% 17.61% 4.50% 5.68% 7.66%
Utility 04/05/2000 11.11% 16.85% 7.60% 8.89% 8.63%
Aerospace 04/05/2000 23.80% 11.64% 21.91% 15.18% 16.53%
Consumer Staples 04/05/2000 18.14% 11.14% 5.87% 7.51% 10.39%
Industrial-Office REIT 11/09/2000 22.96% 10.82% 8.83% 8.56% 8.95%
Healthcare 04/05/2000 5.50% 9.61% 9.61% 7.84% 9.64%
Multi-Sector 04/05/2000 13.61% 5.22% 14.21% 8.48% 5.72%
Sector ETF 12/10/2001 15.54% 4.56% 10.18% 8.30% 7.79%
Internet 04/05/2000 28.03% 4.52% 25.36% 14.15% 2.50%
Biotechnology 04/05/2000 19.73% 2.96% 12.13% 11.53% 10.56%
Retail REIT 11/09/2000 14.65% 2.84% -3.25% 2.61% 11.58%
Basic Materials 04/05/2000 13.63% -0.33% 13.92% 5.04% 8.95%
Technology 04/05/2000 13.92% -0.42% 16.49% 10.79% 1.87%
Internet 5 03/11/2001 23.80% -1.06% 24.04% 18.32% 15.31%
Telecomms 04/05/2000 2.41% -1.60% 3.63% -0.40% -1.25%
Financial 04/05/2000 10.46% -2.46% 12.22% 4.48% 3.56%
Transport 04/05/2000 15.34% -2.98% 13.21% 6.87% 8.82%
Banks 04/05/2000 9.25% -5.81% 10.46% 2.01% 4.94%
Construction 04/05/2000 20.09% -6.90% 7.66% 7.38% 8.69%
Precious Metals 06/25/2009 0.69% -7.33% -3.48% -5.50% -0.15%
Wine Beer and Spirits 06/06/2003 9.78% -8.40% 4.86% 4.35% 13.80%
Energy 04/05/2000 9.61% -12.36% 4.75% -4.31% 7.39%

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