Page 26 - DIY Investor Magazine | Issue 31

PERFORMANCE OF SECTORS SINCE LAST REVIEW Morningstar Investment Trust Infrastructure Securities Morningstar Investment Trust India Morningstar Investment Trust Japan Morningstar Investment Trust Japanese Smaller Companies Morningstar Investment Trust Environmental Morningstar Investment Trust European Smaller Companies Morningstar Investment Trust UK All Companies Morningstar Investment Trust UK Smaller Companies Morningstar Investment Trust Europe Morningstar Investment Trust Financials Morningstar Investment Trust Global Smaller Companies Morningstar Investment Trust Debt - Structured Finance Morningstar Investment Trust Country Specialist Morningstar Investment Trust All Asia Pacific Morningstar Investment Trust Asia Pacific Smaller Companies Morningstar Investment Trust Technology & Media Morningstar Investment Trust Property Securities Morningstar Investment Trust North American Smaller Companies Morningstar Investment Trust Global Morningstar Investment Trust Leasing Morningstar Investment Trust Global Emerging Markets Morningstar Investment Trust Hedge Funds Morningstar Investment Trust North America Morningstar Investment Trust Growth Capital Morningstar Investment Trust Asia Pacific Morningstar Investment Trust Commodities & Natural Resources Morningstar Investment Trust Royalties Morningstar Investment Trust Property - UK Healthcare Morningstar Investment Trust Debt - Direct Lending Morningstar Investment Trust UK Equity & Bond Income Morningstar Investment Trust Flexible Investment Morningstar Investment Trust Liquidity Funds Morningstar Investment Trust Debt - Loans & Bonds Morningstar Investment Trust Global Equity Income Morningstar Investment Trust UK Equity Income Morningstar Investment Trust Renewable Energy Infrastructure Morningstar Investment Trust Property - UK Commercial Morningstar Investment Trust Property - Europe Morningstar Investment Trust Insurance & Reinsurance Strategies Morningstar Investment Trust Private Equity Morningstar Investment Trust Biotechnology & Healthcare Weighted Daily Discount (%) 14/07/2021 -4.5 -11.5 -4.2 -1.4 2.2 -10.6 -5.2 -5.3 -5.9 2.4 -3.8 -6.6 -11.5 -4.8 -8.2 374.2 -2.4 -3.6 -2.4 -10.4 -7 -13.9 -3.3 3.7 -3.8 -7 2.9 8.2 -3.7 -5.5 -11.5 -0.7 -3.9 -0.7 -2.5 9.9 -5.5 -12.3 -17.9 0.1 3.7 Weighted Daily Discount Discount (%) Narrowing 08/09/2021 (Pp) -4.6 -0.1 -10.5 1 -4.9 -0.7 -2.3 -0.9 4.9 2.7 -8.8 1.8 -5.4 -0.2 -5.2 0.2 -5.4 0.5 0.8 -1.6 -3.8 0.1 -5.9 0.6 -15.1 -3.6 -5.7 -0.8 -8.5 -0.3 -6 -380.1 -0.8 1.6 -6.3 -2.6 -4.3 -1.8 -4.3 6.1 -7.5 -0.5 -17 -3.1 -5.6 -2.3 13.2 9.4 -4.5 -0.7 -9.8 -2.8 6.2 3.4 7.7 -0.4 -3.9 -0.2 -4 1.5 -9.3 2.2 -1 -0.3 -3.9 0 -1.9 -1.3 -3.1 -0.7 10.3 0.4 -5.5 0 -16.5 -4.2 -17.9 0 8.6 8.5 -1.4 -5 3.4 0.2 16.3 1.8 -11.7 4 21.4 12.4 -43.1 -0.2 -2.6 3.5 -31.8 0 -3.1 -0.9 -10.5 1.3 Nav Total Return (%) (Cum) 10 9.8 8.4 8.3 6.9 6.3 5.7 5 4.5 4.3 3.9 3.6 3.3 3.2 2.9 2.6 2.5 2.4 2.3 2.3 2.2 2.2 2.1 2 1.8 1.7 1.5 1.5 1.5 1.4 1.3 1.1 1.1 1 1 1 0.9 0.9 0.8 0.8 0.7 0.6 0.5 0.5 0.4 0.3 0.1 0 -2 -7 Morningstar Investment Trust Property - UK Residential 3.1 Morningstar Investment Trust Infrastructure 14.5 Morningstar Investment Trust Private Equity ex 3i -15.7 Morningstar Investment Trust Property - UK Logistics 9 Morningstar Investment Trust Property - Rest of the World Morningstar Investment Trust Property - Debt Morningstar Investment Trust Farmland & Forestry Morningstar Investment Trust Asia Pacific Equity Income Morningstar Investment Trust Latin America Morningstar Investment Trust China / Greater China Source: Morningstar Past performance is not a reliable indicator of future returns -42.9 -6.2 -31.8 -2.2 -11.9 -3.6 -5.4 -1.9 -8.6 DIY Investor Magazine · Nov 2021 26