Brazil weighting drives sector portfolios

Despite its diversity patterns emerge in specialist sector with Latin American funds on top

Click here to download raw data Investments in healthcare-focused funds made three years ago would have seen gains ranging from 7% to more than 40%, but success depends on the manager. However, a Latin America or resources portfolio would have more than doubled the original investment over the same timeframe, with gains in these funds exceeding 130%. The top-performing fund in the wide-ranging specialist sec-tor is Invesco Perpetual Latin America, posting gains of 186% before charges over the three years to the end of August 2005. Despite the different mandate, the second performer is c...