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Statistics by sector

This page shows funds under management, retail sales and performance figures by IMA sector.  IMA sectors divide the funds universe to reflect the asset type, industry sector or geographic regions in which funds are invested.

Statistics by sector - Sector summary - asset type and sector

July 2014
IMA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 28,110 198 2,355 13
Asia Pacific Including Japan 1,896 1 421 2
China/Greater China 1,657 4 365 0
Europe Excluding UK 40,149 43 6,516 -11
Europe Including UK 2,228 -1 499 0
European Smaller Companies 4,681 -90 373 -3
Global 71,973 85 10,214 40
Global Emerging Markets 19,291 53 1,546 2
Global Equity Income 11,692 141 1,785 35
Japan 10,854 80 608 7
Japanese Smaller Companies 304 1 36 0
North America 31,972 -24 2,119 17
North American Smaller Companies 1,448 -6 182 0
Specialist 30,300 -115 2,202 8
Technology and Telecommunications 1,221 -1 235 -1
UK All Companies 159,844 -230 34,473 -221
UK Equity Income 53,075 1,003 10,890 318
UK Smaller Companies 11,468 -96 2,226 -6
Total Equity 482,163 1,046 77,046 199
Global Emerging Markets Bond 2,989 35 66 0
£ Corporate Bond 53,930 -48 9,671 -6
£ High Yield 9,918 -95 2,081 8
£ Strategic Bond 31,910 274 7,077 57
Global Bonds 12,651 -97 1,087 16
UK Gilts 18,845 11 348 4
UK Index Linked Gilts 4,277 -2 279 3
Total Fixed Income 134,521 79 20,610 80
Money Market 867 17 14 1
Short Term Money Market 4,835 34 40 8
Total Money Markets 5,702 51 54 9
Flexible Investment 17,160 -57 2,979 -13
Mixed Investment 0-35% Shares 5,744 22 928 10
Mixed Investment 20-60% Shares 42,591 238 9,035 63
Mixed Investment 40-85% Shares 49,231 177 7,060 34
UK Equity and Bond Income 2,863 9 1,423 0
Total Mixed Asset 117,588 390 21,425 94
Property 21,317 304 2,005 73
Total Property 21,317 304 2,005 73
Targeted Absolute Return 40,229 4 1,178 8
Personal Pensions 1,739 -1 0 0
Protected 2,978 -25 1,087 -10
Unclassified Sector 82,755 45 10,527 46
Total Others 127,702 23 12,792 44
         
UK Total 888,993 1,892 133,932 499

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. 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.
  3. Change from June 2009: from June 2009 figures include an additional group for which figures for prior periods are not yet available.
  4. 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. The sector rankings do not include 'Unclassified sector'. These are funds which have chosen not to be classified.
  5. 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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