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: July 20, 2018 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 17.98% 24.70% 30.57% 23.51% 16.22%
Aerospace 04/05/2000 8.31% 24.58% 18.56% 19.17% 16.84%
Internet 04/05/2000 15.89% 21.82% 16.85% 17.34% 2.22%
Technology 04/05/2000 9.19% 21.62% 16.32% 15.77% 1.95%
Energy 04/05/2000 7.78% 21.22% 6.03% 2.71% 8.58%
Multi-Sector 04/05/2000 3.64% 15.57% 11.36% 10.99% 5.72%
Transport 04/05/2000 1.87% 14.68% 10.56% 11.67% 9.31%
Wine Beer and Spirits 06/06/2003 0.86% 13.69% 10.01% 11.50% 15.43%
Biotechnology 04/05/2000 19.08% 12.42% 1.85% 17.30% 11.22%
Basic Materials 04/05/2000 -0.79% 11.66% 12.40% 6.89% 9.22%
Sector ETF 12/10/2001 3.20% 10.62% 10.01% 10.59% 8.01%
Healthcare 04/05/2000 8.57% 8.81% 1.73% 11.14% 9.79%
Construction 04/05/2000 -7.83% 8.36% 12.91% 11.68% 9.55%
Utility 5 03/11/2001 1.10% 6.00% 7.85% 8.98% 7.38%
Financial 04/05/2000 -5.34% 4.88% 5.35% 7.66% 3.87%
REITs 04/05/2000 0.27% 4.43% 7.30% 7.92% 10.93%
Banks 04/05/2000 -5.07% 3.59% 4.25% 6.46% 5.54%
Industrial-Office REIT 11/09/2000 -0.65% 2.83% 11.02% 7.73% 8.92%
Residential REIT 11/09/2000 1.67% 2.38% 14.36% 13.42% 13.85%
Retail REIT 11/09/2000 -1.20% 1.94% 1.07% 3.17% 12.19%
Utility 04/05/2000 -0.42% 0.77% 7.83% 8.74% 8.40%
Consumer Staples 04/05/2000 -4.68% -0.36% 5.98% 8.40% 10.49%
Precious Metals 06/25/2009 -7.68% -4.80% -0.23% -5.76% -0.21%
Telecomms 04/05/2000 -12.14% -6.69% -0.52% 2.96% -1.40%
Consumer Staples 5 03/11/2001 -7.23% -6.80% 3.57% 4.32% 7.44%

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