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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

June 2014
IMA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 26,796 99 2,261 0
Asia Pacific Including Japan 1,823 -44 403 -1
China/Greater China 1,570 17 346 -3
Europe Excluding UK 41,198 56 6,723 -16
Europe Including UK 2,290 -1 515 -1
European Smaller Companies 4,943 19 396 -1
Global 71,450 96 10,170 -3
Global Emerging Markets 18,725 40 1,512 -3
Global Equity Income 11,650 101 1,771 13
Japan 10,572 83 590 2
Japanese Smaller Companies 300 3 34 0
North America 32,214 -105 2,092 2
North American Smaller Companies 1,504 -36 188 -1
Specialist 29,612 16 2,185 0
Technology and Telecommunications 1,205 9 233 -1
UK All Companies 159,922 -421 34,944 -143
UK Equity Income 52,470 1,375 10,581 109
UK Smaller Companies 11,715 -84 2,296 -26
Total Equity 479,960 1,224 77,239 -73
Global Emerging Markets Bond 2,883 1 67 -1
£ Corporate Bond 53,840 45 9,696 -30
£ High Yield 10,107 -1 2,116 -2
£ Strategic Bond 31,713 171 7,036 12
Global Bonds 12,785 -83 1,086 6
UK Gilts 19,001 -30 344 1
UK Index Linked Gilts 4,046 -8 275 0
Total Fixed Income 134,375 95 20,619 -14
Money Market 824 -5 13 0
Short Term Money Market 4,746 -16 32 -1
Total Money Markets 5,569 -21 45 -1
Flexible Investment 17,232 -93 3,003 -20
Mixed Investment 0-35% Shares 5,286 15 911 4
Mixed Investment 20-60% Shares 42,601 222 8,974 14
Mixed Investment 40-85% Shares 48,818 154 7,085 9
UK Equity and Bond Income 2,866 9 1,429 -1
Total Mixed Asset 116,803 307 21,403 5
Property 19,618 316 1,920 41
Total Property 19,618 316 1,920 41
Targeted Absolute Return 39,688 112 1,162 1
Personal Pensions 1,746 -1 0 0
Protected 3,000 -108 1,093 -46
Unclassified Sector 79,206 170 10,515 3
Total Others 123,640 173 12,770 -42
 
UK Total 879,966 2,095 133,995 -84

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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