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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

February 2014
  Total of which ISAs
IMA Sector Net retail sales - £m Net retail sales - £m
UK All Companies 371 -18
Property 298 26
Targeted Absolute Return 260 0
Global Equity Income 238 10
£ Strategic Bond 229 7
Mixed Investment 20-60% Shares 208 11
Europe Excluding UK 182 -17
Mixed Investment 40-85% Shares 181 17
UK Smaller Companies 154 32
Global 115 19
Japan 94 1
Global Bonds 63 2
European Smaller Companies 61 2
Europe Including UK 41 0
Specialist 36 -3
Short Term Money Market 31 0
UK Equity Income 30 18
Mixed Investment 0-35% Shares 29 3
£ High Yield 15 1
Technology and Telecommunications 13 0
Japanese Smaller Companies 2 0
Personal Pensions -1 0
UK Equity and Bond Income -4 -4
Asia Pacific Including Japan -5 -3
UK Index Linked Gilts -9 0
Money Market -15 -1
Protected -24 -7
China/Greater China -25 -5
Global Emerging Markets Bond -28 0
North American Smaller Companies -35 1
UK Gilts -36 -3
£ Corporate Bond -55 -31
Global Emerging Markets -106 -12
Flexible Investment -111 -20
Asia Pacific Excluding Japan -230 -13
North America -255 6
 
UK Total 1,712 17

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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