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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

October 2014
IMA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 29,054 -37 2,348 4
Asia Pacific Including Japan 1,941 -1 648 0
China/Greater China 1,730 -4 357 -2
Europe Excluding UK 39,921 -22 6,288 -26
Europe Including UK 2,130 -36 488 -1
European Smaller Companies 3,756 -288 340 -4
Global 75,119 164 10,177 12
Global Emerging Markets 19,685 39 1,479 5
Global Equity Income 12,219 146 1,771 18
Japan 11,190 37 598 -1
Japanese Smaller Companies 307 0 35 0
North America 34,487 162 2,241 10
North American Smaller Companies 1,510 -19 187 -1
Specialist 30,222 5 2,161 7
Technology and Telecommunications 1,271 0 241 -1
UK All Companies 155,537 168 33,606 -68
UK Equity Income 54,746 729 10,847 155
UK Smaller Companies 10,808 -61 4,215 -15
Total Equity 485,632 981 78,026 91
Global Emerging Markets Bond 3,168 -18 65 0
£ Corporate Bond 57,112 163 9,718 -19
£ High Yield 9,702 -32 2,019 -7
£ Strategic Bond 31,776 3 6,805 9
Global Bonds 13,195 -19 1,108 3
UK Gilts 18,215 67 370 5
UK Index Linked Gilts 4,534 -26 297 1
Total Fixed Income 137,702 139 20,382 -9
Money Market 989 6 29 3
Short Term Money Market 4,873 -32 49 6
Total Money Markets 5,862 -26 78 9
Flexible Investment 17,119 -37 2,941 -12
Mixed Investment 0-35% Shares 5,872 28 948 4
Mixed Investment 20-60% Shares 43,680 188 9,149 31
Mixed Investment 40-85% Shares 49,732 171 6,753 9
UK Equity and Bond Income 2,334 11 1,106 -2
Total Mixed Asset 118,737 361 20,896 30
Property 23,017 274 2,254 54
Total Property 23,017 274 2,254 54
Targeted Absolute Return 41,955 226 1,079 10
Personal Pensions 1,737 0 0 0
Protected 2,681 -29 995 -13
Unclassified Sector 86,418 50 11,441 -47
Total Others 132,791 247 13,515 -49
         
UK Total 903,742 1,976 135,150 127

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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