The use of Cookies
on the IMA website

Like most websites the IMA uses cookies. By continuing to browse our site you are agreeing to the terms and conditions of our cookie policy.

Member area login

Consumer website

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

September 2014
IMA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 28,321 165 2,277 10
Asia Pacific Including Japan 1,910 0 638 0
China/Greater China 1,679 -2 347 -2
Europe Excluding UK 40,175 -61 6,348 -27
Europe Including UK 2,183 10 492 -2
European Smaller Companies 4,248 -151 348 -4
Global 74,095 100 10,102 17
Global Emerging Markets 19,259 73 1,454 6
Global Equity Income 11,936 52 1,746 21
Japan 10,993 58 599 -1
Japanese Smaller Companies 306 -2 36 0
North America 33,051 27 2,187 9
North American Smaller Companies 1,483 -3 182 0
Specialist 30,199 38 2,156 10
Technology and Telecommunications 1,262 -7 240 0
UK All Companies 157,294 -852 33,995 -118
UK Equity Income 54,086 606 10,763 110
UK Smaller Companies 11,149 -116 4,322 -27
Total Equity 483,630 -68 78,233 1
Global Emerging Markets Bond 3,074 47 64 0
£ Corporate Bond 54,367 -100 9,700 -23
£ High Yield 9,669 2 2,001 -2
£ Strategic Bond 31,624 82 6,776 23
Global Bonds 12,953 -11 1,097 11
UK Gilts 19,126 26 361 4
UK Index Linked Gilts 4,480 20 291 1
Total Fixed Income 135,292 66 20,288 15
Money Market 957 29 25 9
Short Term Money Market 5,030 -38 43 1
Total Money Markets 5,987 -9 68 9
Flexible Investment 17,005 -27 2,961 -9
Mixed Investment 0-35% Shares 5,816 27 938 6
Mixed Investment 20-60% Shares 43,267 -123 9,157 71
Mixed Investment 40-85% Shares 49,923 217 6,754 13
UK Equity and Bond Income 2,335 6 1,109 -2
Total Mixed Asset 118,346 100 20,919 78
Property 22,301 315 2,141 51
Total Property 22,301 315 2,141 51
Targeted Absolute Return 41,444 148 1,076 9
Personal Pensions 1,745 0 0 0
Protected 2,539 -109 906 -42
Unclassified Sector 85,624 258 11,624 -23
Total Others 131,351 297 13,605 -57
         
UK Total 896,908 702 135,255 98

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

Investment management association

IMA © MMXIV