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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 8 quarters

£m Total Equity Fixed Income Money Market Mixed Asset Property Other ISA
Q1 2014 5,342 2,178 219 -6 1,031 771 1,150 480
Q4 2013 5,884 3,276 -6 -131 1,187 666 892 162
Q3 2013 6,496 3,973 206 -125 1,206 467 770 202
Q2 2013 5,272 2,404 -47 117 1,349 367 1,082 1,397
Q1 2013 2,745 1,748 -172 36 809 45 280 -150
Q4 2012 3,693 2,133 430 -39 804 67 297 -69
Q3 2012 2,153 172 1,318 -56 526 115 79 -168
Q2 2012 4,382 652 1,843 114 875 113 786 1,533

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.
  6. ISA figures exclude a small number of funds held on fund platforms but not in an IMA sector. These figures are, however, included in the IMA monthly press release tables, unless otherwise footnoted

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