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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

February 2014
IMA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 25,299 -230 2,151 -13
Asia Pacific Including Japan 1,811 -5 382 -3
China/Greater China 1,656 -25 356 -5
Europe Excluding UK 40,506 182 6,851 -17
Europe Including UK 2,287 41 526 0
European Smaller Companies 4,932 61 396 2
Global 70,253 115 9,920 19
Global Emerging Markets 17,087 -106 1,401 -12
Global Equity Income 10,346 238 1,633 10
Japan 9,954 94 578 1
Japanese Smaller Companies 288 2 36 0
North America 30,539 -255 1,998 6
North American Smaller Companies 1,660 -35 188 1
Specialist 28,673 36 2,185 -3
Technology and Telecommunications 990 13 245 0
UK All Companies 142,852 371 28,146 -18
UK Equity Income 73,279 30 18,222 18
UK Smaller Companies 12,607 154 2,422 32
Total Equity 475,021 681 77,636 17
Global Emerging Markets Bond 2,417 -28 56 0
£ Corporate Bond 54,204 -55 9,703 -31
£ High Yield 10,145 15 2,077 1
£ Strategic Bond 30,280 229 6,783 7
Global Bonds 13,151 63 1,036 2
UK Gilts 14,187 -36 337 -3
UK Index Linked Gilts 3,625 -9 263 0
Total Fixed Income 128,010 179 20,255 -25
Money Market 856 -15 13 -1
Short Term Money Market 3,951 31 33 0
Total Money Markets 4,807 16 45 -1
Flexible Investment 17,745 -111 3,061 -20
Mixed Investment 0-35% Shares 4,841 29 451 3
Mixed Investment 20-60% Shares 43,359 208 9,541 11
Mixed Investment 40-85% Shares 48,727 181 6,961 17
UK Equity and Bond Income 2,911 -4 1,484 -4
Total Mixed Asset 117,583 303 21,497 7
Property 19,491 298 1,645 26
Total Property 19,491 298 1,645 26
Targeted Absolute Return 38,564 260 1,134 0
Personal Pensions 1,736 -1 0 0
Protected 3,240 -24 1,157 -7
Unclassified Sector 74,437 38 9,920 -4
Total Others 117,978 273 12,210 -10
 
UK Total 862,890 1,751 133,287 13

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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