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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

July 2014
  Total of which ISAs
IMA Sector Net retail sales - £m Net retail sales - £m
UK Equity Income 1,003 318
Property 304 73
£ Strategic Bond 274 57
Mixed Investment 20-60% Shares 238 63
Asia Pacific Excluding Japan 198 13
Mixed Investment 40-85% Shares 177 34
Global Equity Income 141 35
Global 85 40
Japan 80 7
Global Emerging Markets 53 2
Europe Excluding UK 43 -11
Global Emerging Markets Bond 35 0
Short Term Money Market 34 8
Mixed Investment 0-35% Shares 22 10
Money Market 17 1
UK Gilts 11 4
UK Equity and Bond Income 9 0
Targeted Absolute Return 4 8
China/Greater China 4 0
Asia Pacific Including Japan 1 2
Japanese Smaller Companies 1 0
Technology and Telecommunications -1 -1
Europe Including UK -1 0
Personal Pensions -1 0
UK Index Linked Gilts -2 3
North American Smaller Companies -6 0
North America -24 17
Protected -25 -10
£ Corporate Bond -48 -6
Flexible Investment -57 -13
European Smaller Companies -90 -3
£ High Yield -95 8
UK Smaller Companies -96 -6
Global Bonds -97 16
Specialist -115 8
UK All Companies -230 -221
     
UK Total 1,847 453

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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