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Investing in funds

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

March 2013
  Total of which ISAs
IMA Sector Net retail sales - £m Net retail sales - £m
Absolute Return - UK 334 12
Mixed Investment 20-60% Shares 245 28
Global Bonds 220 24
Global Equity Income 150 32
Asia Pacific Excluding Japan 126 30
Global 95 25
Global Emerging Markets 88 33
£ Strategic Bond 86 32
Short Term Money Market 63 0
European Smaller Companies 48 -1
Europe Excluding UK 41 -25
UK Smaller Companies 40 18
Mixed Investment 0-35% Shares 39 5
Property 33 18
UK Equity Income 32 46
Specialist 32 -1
Japan 32 13
Mixed Investment 40-85% Shares 31 14
North American Smaller Companies 14 4
Asia Pacific Including Japan 10 7
Japanese Smaller Companies 5 2
Personal Pensions 1 0
Technology and Telecommunications -3 0
Money Market -4 0
UK Equity and Bond Income -7 -9
£ High Yield -16 4
Flexible Investment -16 -4
Europe Including UK -19 -1
China/Greater China -19 -2
Protected -26 -10
UK Index Linked Gilts -52 4
North America -67 16
UK Gilts -98 -5
£ Corporate Bond -105 -7
UK All Companies -499 -71
     
UK Total 832 232

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.

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