Introduction to Specialists
The 'Specialist' sector is a melting pot and may include everything from thematic healthcare or agriculture funds to specific regional funds, such as Latin American or Korea. The sector also increasingly contains multi-asset funds from managers who want to retain maximum flexibility in their asset allocation, plus absolute return funds.
It can be difficult to compare performance within the sector because fund managers are invested in such different types of companies and markets. As such, Latin American funds may be top in a year where the markets have performed particularly well, while healthcare funds may do well in a more risk averse investment environment. The key is to compare like with like, checking a fund's performance against both its peer group and similar funds rather than the specialist sector as a whole.
Investors will find funds in this sector that can allow them to express nuanced asset allocation views and invest in specific within their portfolios - the growth of agriculture, for example, or the ageing population.
The tax treatment of investments is subject to tax law and HMRC practice which are subject to change.
OEICs and Unit Trusts
OEICs and Unit Trusts
|Name||6 Months (%)||1 Year (%)||3 Years (%)||5 Years (%)||Currency||Sector|
|BlackRock iShares Global Consumer Staples ETF NAV||-0.96||-1.80||13.81||76.32||AUD||Equity - Other Specialist||Buy|
|LYXOR UCITS ETF MSCI WORLD INDUSTRIALS TR C USD||4.32||18.60||33.85||72.46||USD||Equity - Other Specialist||Buy|
|LYXOR UCITS ETF MSCI WORLD UTILITIES TR C USD||-3.22||6.44||16.34||29.92||USD||Equity - Other Specialist||Buy|
|LYXOR UCITS ETF MSCI WORLD CONSUMER DISCRETIONARY TR C GBP||3.82||9.05||38.03||95.84||GBX||Equity - Other Specialist||Buy|
|LYXOR UCITS ETF MSCI WORLD CONSUMER STAPLES TR C USD||-0.53||3.37||14.67||35.06||USD||Equity - Other Specialist||Buy|
|SPDR MSCI Europe Industrials UCITS ETF||-1.71||4.23||13.10||67.77||EUR||Equity - Other Specialist||Buy|
|SPDR MSCI Europe Utilities UCITS ETF||-2.93||4.93||-2.46||40.10||EUR||Equity - Other Specialist||Buy|
|SPDR MSCI Europe Consumer Discretionary UCITS ETF||3.47||7.60||1.91||77.35||EUR||Equity - Other Specialist||Buy|
|SPDR MSCI Europe Consumer Staples UCITS ETF||-6.33||-6.27||-1.51||36.58||EUR||Equity - Other Specialist||Buy|
|SPDR S&P US Consumer Staples Select Sector UCITS ETF||-1.04||-2.08||-||-||USD||Equity - Other Specialist||Buy|
|SPDR S&P US Industrial Select Sector UCITS ETF||6.34||19.73||-||-||USD||Equity - Other Specialist||Buy|
|SPDR S&P US Utilities Select Sector UCITS ETF||-6.00||1.03||-||-||USD||Equity - Other Specialist||Buy|
|SSGA SPDR MSCI World Consumer Staples UCITS ETF||-0.54||3.49||14.48||32.43||USD||Equity - Other Specialist||Buy|
|SSGA SPDR MSCI World Utilities UCITS ETF||-3.18||6.57||15.11||24.84||USD||Equity - Other Specialist||Buy|
|SSGA SPDR MSCI World Consumer Discretionary UCITS ETF||11.72||21.81||31.05||78.73||USD||Equity - Other Specialist||Buy|
|SSGA SPDR MSCI World Industrials UCITS ETF||4.35||18.69||33.12||68.29||USD||Equity - Other Specialist||Buy|
|SSGA SPDR MSCI World Materials UCITS ETF||6.03||22.92||28.35||39.91||USD||Equity - Other Specialist||Buy|
|Source Consumer Discretionary S&P US Select Sector Source||15.12||20.42||43.26||105.75||USD||Equity - Other Specialist||Buy|
|Source Consumer Staples S&P US Select||-1.30||-2.32||14.22||40.41||USD||Equity - Other Specialist||Buy|
|Source Industrials S&P US Select||5.06||16.84||39.11||96.01||USD||Equity - Other Specialist||Buy|
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