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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

August 2014
IMA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 29,173 149 2,451 20
Asia Pacific Including Japan 1,935 1 429 1
China/Greater China 1,748 30 360 0
Europe Excluding UK 40,800 63 6,587 -8
Europe Including UK 2,214 -38 504 -1
European Smaller Companies 4,552 -161 375 0
Global 74,446 -9 10,476 19
Global Emerging Markets 20,105 81 1,611 5
Global Equity Income 11,954 12 1,844 22
Japan 10,721 -66 624 4
Japanese Smaller Companies 308 1 36 0
North America 32,888 77 2,206 12
North American Smaller Companies 1,497 -5 191 1
Specialist 30,787 -5 2,266 3
Technology and Telecommunications 1,253 3 241 -1
UK All Companies 162,138 -258 35,064 -48
UK Equity Income 54,509 376 11,228 92
UK Smaller Companies 11,587 -81 2,334 12
Total Equity 492,615 168 78,828 131
Global Emerging Markets Bond 3,080 43 69 1
£ Corporate Bond 54,898 -52 9,849 -12
£ High Yield 9,890 -76 2,081 3
£ Strategic Bond 31,729 90 6,907 39
Global Bonds 12,839 -28 1,107 6
UK Gilts 19,344 8 362 4
UK Index Linked Gilts 4,550 52 297 5
Total Fixed Income 136,331 36 20,672 46
Money Market 878 10 16 2
Short Term Money Market 4,978 -8 43 3
Total Money Markets 5,856 2 59 6
Flexible Investment 17,378 -44 3,021 -8
Mixed Investment 0-35% Shares 5,845 19 947 7
Mixed Investment 20-60% Shares 43,366 90 9,222 76
Mixed Investment 40-85% Shares 49,731 159 6,988 28
UK Equity and Bond Income 2,913 8 1,317 -2
Total Mixed Asset 119,233 232 21,495 100
Property 21,933 242 2,101 53
Total Property 21,933 242 2,101 53
Targeted Absolute Return 40,677 51 1,193 9
Personal Pensions 1,777 0 0 0
Protected 2,918 -78 1,084 -9
Unclassified Sector 85,463 40 11,470 -5
Total Others 130,835 14 13,747 -5
 
UK Total 906,803 695 136,902 329

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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