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: February 21, 2020 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Internet 5 03/11/2001 7.23% 29.77% 23.25% 22.04% 15.82%
Utility 5 03/11/2001 10.82% 25.93% 15.08% 10.91% 8.53%
Residential REIT 11/09/2000 6.92% 25.69% 16.73% 16.64% 14.69%
Multi-Sector 04/05/2000 5.89% 25.45% 16.60% 11.70% 6.53%
Construction 04/05/2000 4.18% 25.37% 8.19% 10.89% 9.43%
REITs 04/05/2000 8.02% 23.89% 13.35% 10.16% 11.78%
Technology 04/05/2000 6.95% 23.88% 18.19% 13.41% 2.81%
Industrial-Office REIT 11/09/2000 6.86% 23.44% 10.48% 10.34% 9.50%
Internet 04/05/2000 11.76% 23.14% 21.30% 14.07% 3.08%
Biotechnology 04/05/2000 -0.05% 21.98% 15.83% 8.40% 11.17%
Precious Metals 06/25/2009 4.32% 19.90% 3.22% 1.62% 1.79%
Consumer Staples 5 03/11/2001 2.00% 19.78% 7.24% 6.60% 7.95%
Utility 04/05/2000 6.47% 18.68% 11.47% 9.42% 9.10%
Healthcare 04/05/2000 1.73% 18.10% 14.44% 7.80% 10.26%
Consumer Staples 04/05/2000 1.13% 17.29% 7.21% 7.73% 10.47%
Aerospace 04/05/2000 5.87% 17.24% 18.11% 14.77% 16.58%
Sector ETF 12/10/2001 2.53% 16.72% 9.93% 8.98% 8.21%
Basic Materials 04/05/2000 -0.63% 12.94% 10.18% 8.24% 9.19%
Financial 04/05/2000 -0.71% 11.10% 5.44% 5.99% 3.97%
Transport 04/05/2000 0.96% 7.78% 7.27% 5.74% 8.93%
Retail REIT 11/09/2000 0.30% 5.53% -0.89% 0.65% 11.48%
Banks 04/05/2000 -6.40% 4.57% 2.45% 3.87% 5.14%
Wine Beer and Spirits 06/06/2003 -1.71% 1.23% 3.88% 4.71% 13.42%
Telecomms 04/05/2000 0.30% -0.06% 1.43% 0.45% -0.97%
Energy 04/05/2000 -7.75% -4.25% 0.27% -0.56% 7.08%

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