The use of Cookies
on the IMA website

Like most websites the IMA uses cookies. By continuing to browse our site you are agreeing to the terms and conditions of our cookie policy.

Member area login

Consumer website

Monthly company rankings

Attention is drawn to the treatment of funds of funds, which differs in the Group FUM ranking reports from other reports, except for the ISA Group report.

These Group level figures include funds of funds that predominately invest in external funds and funds of funds investing in predominantly overseas funds. However, the figures exclude funds investing in internal funds (i.e. run by the same CIS operator) in order to avoid double counting of fund assets at Group level.

For this reason, the sum of the Group level figures for funds under management is not equal to the totals shown in other reports (except in the case of ISA reports).

Data is uploaded approximately a month in arrears.

Forthcoming release dates

June 2014  - w/c 28 July
July 2014  - w/c 25 August
August 2014  - w/c 29 September
September 2014   - w/c 27 October
October 2014  - w/c 1 December
November 2014  - w/c 12 January 2015
December 2014/ 2014 year end  - w/c 26 January 2015

What are you looking for?

  • Companies by Total Retail and Institutional Funds under Management

    includes Unit Trusts, OEICs, PEPs (to March 2008 only) and ISAs

  • Companies by Retail Funds under Management

    includes funds for which, over the preceding 3 years, at least 1/3 of gross sales were retail sales AND the minimum lump sum is less than or equal to £10,000

  • Companies by Retail and Private Client Funds under Management

    includes funds for which, over the preceding 3 years, at least 1/3 of gross sales were retail sales AND the minimum lump sum is less than or equal to £50,000

  • Companies by OEIC Funds under Management

    Please note that no information is available prior to January 2001

  • Companies by ISA Funds under Management

    including PEPs from April 2008

  • Companies by PEP Funds under Management

    to March 2008 only

  • Archive

Investment management association

IMA © MMXIV