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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

May 2014
  Total of which ISAs
IMA Sector Net retail sales - £m Net retail sales - £m
Property 491 48
UK Equity Income 270 51
Global 248 8
£ Strategic Bond 210 33
Mixed Investment 20-60% Shares 207 28
Mixed Investment 40-85% Shares 162 20
Targeted Absolute Return 140 1
Global Equity Income 130 20
Global Emerging Markets Bond 123 0
Asia Pacific Excluding Japan 79 5
Europe Excluding UK 51 -12
Japan 51 -1
Global Emerging Markets 51 -1
Short Term Money Market 47 0
North America 28 10
Mixed Investment 0-35% Shares 18 5
UK Equity and Bond Income 16 -4
Technology and Telecommunications 7 -2
UK Gilts 1 2
Personal Pensions -1 0
Europe Including UK -1 -1
Asia Pacific Including Japan -4 -1
UK Index Linked Gilts -4 -1
Money Market -5 0
Japanese Smaller Companies -7 0
£ High Yield -14 3
Protected -17 -7
China/Greater China -21 -4
European Smaller Companies -26 0
£ Corporate Bond -36 -19
Specialist -46 2
Flexible Investment -49 -16
Global Bonds -56 7
UK All Companies -68 -67
UK Smaller Companies -90 -22
North American Smaller Companies -96 -1
 
UK Total 1,791 82

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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