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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 - Best selling IMA sectors - latest month

September 2014
  Total of which ISAs
IMA Sector Net retail sales - £m Net retail sales - £m
UK Equity Income 606 110
Property 315 51
Mixed Investment 40-85% Shares 217 13
Asia Pacific Excluding Japan 165 10
Targeted Absolute Return 148 9
Global 100 17
£ Strategic Bond 82 23
Global Emerging Markets 73 6
Japan 58 -1
Global Equity Income 52 21
Global Emerging Markets Bond 47 0
Specialist 38 10
Money Market 29 9
North America 27 9
Mixed Investment 0-35% Shares 27 6
UK Gilts 26 4
UK Index Linked Gilts 20 1
Europe Including UK 10 -2
UK Equity and Bond Income 6 -2
£ High Yield 2 -2
Asia Pacific Including Japan 0 0
Personal Pensions 0 0
China/Greater China -2 -2
Japanese Smaller Companies -2 0
North American Smaller Companies -3 0
Technology and Telecommunications -7 0
Global Bonds -11 11
Flexible Investment -27 -9
Short Term Money Market -38 1
Europe Excluding UK -61 -27
£ Corporate Bond -100 -23
Protected -109 -42
UK Smaller Companies -116 -27
Mixed Investment 20-60% Shares -123 71
European Smaller Companies -151 -4
UK All Companies -852 -118
     
UK Total 444 121

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. Asset types: (Equity, Fixed Income etc) are defined in terms of the IMA sectors included. To see which sectors are allocated to each asset type, see the table 'Statistics by sector - Sector summary - asset type by sector'.
  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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