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: August 21, 2019 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
REITs 04/05/2000 25.87% 20.83% 8.98% 10.27% 11.55%
Residential REIT 11/09/2000 27.93% 20.82% 14.18% 16.72% 14.46%
Internet 04/05/2000 37.13% 19.80% 23.97% 14.46% 2.84%
Consumer Staples 5 03/11/2001 28.16% 18.26% 6.12% 6.98% 7.99%
Utility 5 03/11/2001 16.68% 17.73% 8.57% 6.83% 7.86%
Precious Metals 06/25/2009 11.96% 16.37% -3.09% -3.32% 0.91%
Utility 04/05/2000 15.30% 13.83% 8.50% 9.01% 8.75%
Aerospace 04/05/2000 28.03% 9.17% 20.94% 15.99% 16.56%
Consumer Staples 04/05/2000 20.30% 7.88% 4.44% 7.80% 10.39%
Industrial-Office REIT 11/09/2000 24.04% 7.01% 6.06% 8.44% 8.91%
Internet 5 03/11/2001 27.09% 6.83% 20.68% 17.18% 15.30%
Biotechnology 04/05/2000 24.92% 5.26% 11.50% 9.70% 10.70%
Multi-Sector 04/05/2000 15.24% 4.95% 12.68% 8.78% 5.74%
Healthcare 04/05/2000 8.89% 4.50% 8.52% 7.61% 9.72%
Technology 04/05/2000 18.34% 3.99% 15.30% 10.49% 2.05%
Sector ETF 12/10/2001 16.48% 2.02% 8.68% 7.92% 7.76%
Basic Materials 04/05/2000 11.75% -0.34% 10.76% 4.18% 8.77%
Telecomms 04/05/2000 1.67% -3.10% 0.52% -0.47% -1.28%
Construction 04/05/2000 22.36% -4.86% 5.61% 8.16% 8.71%
Financial 04/05/2000 7.80% -5.15% 8.55% 3.43% 3.40%
Retail REIT 11/09/2000 12.37% -5.65% -6.31% 1.13% 11.34%
Transport 04/05/2000 15.67% -6.53% 11.44% 5.99% 8.75%
Wine Beer and Spirits 06/06/2003 9.16% -8.01% 1.50% 3.75% 13.59%
Banks 04/05/2000 3.36% -11.50% 5.99% 0.34% 4.59%
Energy 04/05/2000 4.45% -17.06% 0.75% -5.40% 7.05%

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