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: May 14, 2021 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Construction 04/05/2000 26.64% 110.94% 20.78% 18.30% 11.26%
Retail REIT 11/09/2000 31.52% 103.24% 5.00% -1.24% 10.53%
Transport 04/05/2000 18.95% 86.77% 15.91% 17.80% 10.20%
Banks 04/05/2000 21.72% 82.78% 1.64% 9.13% 4.97%
Basic Materials 04/05/2000 18.71% 74.51% 17.24% 19.34% 10.48%
Internet 04/05/2000 -5.37% 67.38% 30.03% 31.68% 5.51%
Aerospace 04/05/2000 12.71% 65.69% 7.86% 15.14% 15.73%
Financial 04/05/2000 21.96% 65.53% 7.08% 12.56% 4.44%
Wine Beer and Spirits 06/06/2003 20.37% 65.05% 8.26% 10.06% 14.20%
Residential REIT 11/09/2000 19.08% 63.23% 17.13% 14.13% 14.06%
Multi-Sector 04/05/2000 12.66% 61.43% 19.75% 19.19% 7.43%
Sector ETF 12/10/2001 15.93% 56.77% 15.06% 14.14% 8.94%
Industrial-Office REIT 11/09/2000 12.70% 49.87% 10.62% 8.10% 8.69%
REITs 04/05/2000 14.88% 47.89% 12.76% 8.23% 11.05%
Internet 5 03/11/2001 8.07% 47.47% 24.15% 28.57% 17.30%
Technology 04/05/2000 6.37% 46.20% 19.06% 21.23% 4.02%
Precious Metals 06/25/2009 4.89% 43.59% 15.08% 7.50% 4.03%
Energy 04/05/2000 17.44% 43.48% -7.67% 1.56% 5.93%
Consumer Staples 04/05/2000 10.16% 39.24% 12.98% 8.32% 10.61%
Consumer Staples 5 03/11/2001 5.41% 34.85% 14.97% 7.14% 7.95%
Telecomms 04/05/2000 7.54% 30.94% -0.65% 2.22% -1.20%
Utility 04/05/2000 6.97% 25.11% 7.31% 6.33% 7.97%
Biotechnology 04/05/2000 1.00% 24.01% 22.67% 20.01% 12.34%
Utility 5 03/11/2001 6.68% 21.94% 13.24% 8.54% 7.59%
Healthcare 04/05/2000 7.72% 15.73% 14.41% 12.22% 10.15%

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