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
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