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Investing in funds

Retail sales

Please note that IMA monthly statistics now include funds of funds. This change took affect with the release of June 2011 figures.

This page shows retail sales of UK funds (unit trusts and OEICs).  Please note all sales are shown net.

Tables

Retail sales - last 13 months

£m Total Equity Fixed Income Money Market Mixed Asset Property Other ISA
Mar-13 787 105 36 59 291 33 263 244
Feb-13 1,424 985 -111 11 375 21 142 -95
Jan-13 491 654 -89 -34 133 -14 -159 -290
Dec-12 1,246 716 16 5 310 35 165 15
Nov-12 1,186 731 45 -15 365 -6 66 18
Oct-12 1,056 640 339 -28 95 18 -8 -123
Sep-12 1,060 536 312 41 205 82 -117 -34
Aug-12 84 -574 523 -56 89 5 97 -133
Jul-12 949 193 484 -40 200 15 96 -26
Jun-12 844 138 408 38 177 40 44 58
May-12 1,327 -57 825 164 170 15 210 97
Apr-12 2,161 580 610 -80 470 49 533 1,324
Mar-12 1,536 96 692 18 360 56 314 306

Notes

  1. Figures: All figures are in £ millions. Figures have therefore been rounded to the nearest £ million. Where a chart shows a value of £0 - this indicates a figure below £500,000.
  2. Revisions: Each month small revisions to the figures may have been made since the previous release. This reflects additional information received.
  3. ISA figures from January 2008: Figures are based on ISAs provided by fund companies and five platforms (Cofunds, Fidelity, Hargreaves Landsdown, Skandia and Transact). Figures for earlier years cover fewer platforms. The figures do not include ISAs provided by other platforms or where the ISA provider is an intermediary other than a platform. All figures include former PEPs.
  4. Asset types: (Equity, Fixed Income etc) are defined in terms of the IMA sectors included. To see which sectors are allocated to each asset type, see the table 'Statistics by sector - Sector summary - asset type by sector'.
  5. All sales and repurchases to funds of funds are included. To avoid double counting, transactions between funds of funds and their underlying funds are excluded from January 2010.

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