The Unit Trusts and Oeic statistics, as calculated by Morningstar cover all the IMA sectors from whi...
The Unit Trusts and Oeic statistics, as calculated by Morningstar cover all the IMA sectors from which advisers might research and buy funds. The data is designed to be used in conjunction with the consistency statistics on the preceding pages. This combination of data allows advisers to drill down and create their own fund analysis. The top-quartile fund performances in each IMA sector are highlighted in red to allow readers to spot the best performing vehicles more quickly. The current statistics cover performance over one, three and five years on a cumulative bid to bid basis with income...
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