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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
Q3 2014 3,431 1,149 188 45 754 861 435 996
Q2 2014 7,034 3,206 603 26 1,204 1,271 723 1,528
Q1 2014 5,449 2,196 159 -6 1,061 770 1,270 377
Q4 2013 6,068 3,369 79 -131 1,196 666 889 162
Q3 2013 6,524 3,994 208 -125 1,206 467 773 202
Q2 2013 5,286 2,462 -88 123 1,347 361 1,081 1,397
Q1 2013 2,624 1,634 -169 40 805 36 278 -150
Q4 2012 3,692 2,141 431 -39 804 58 298 -69

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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