This index is constructed using fund classifications from the UK Investment Association (IA). The underlying funds are primarily actively managed. Funds are equally weighted and rebalanced annually. The index does not include delisted funds.
| Key Characteristics | |
|---|---|
| Ticker | IASPEC |
| Name | IA Specialist Index |
| Inception Date | 9 Aug 1993 |
| Return Type | Long-Only |
| Currency | GBP |
| Tradable Instrument | - |
| Performance | |
|---|---|
| 3 Months | 5.36 % |
| YTD | 5.37 % |
| 1-Year | 24.87 % |
| 3-Year | 39.09 % |
| 5-Year | 39.60 % |
| Since Inception | 478.18 % |