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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

October 2014
  Total of which ISAs
IMA Sector Net retail sales - £m Net retail sales - £m
UK Equity Income 729 155
Property 274 54
Targeted Absolute Return 226 10
Mixed Investment 20-60% Shares 188 31
Mixed Investment 40-85% Shares 171 9
UK All Companies 168 -68
Global 164 12
£ Corporate Bond 163 -19
North America 162 10
Global Equity Income 146 18
UK Gilts 67 5
Global Emerging Markets 39 5
Japan 37 -1
Mixed Investment 0-35% Shares 28 4
UK Equity and Bond Income 11 -2
Money Market 6 3
Specialist 5 7
£ Strategic Bond 3 9
Japanese Smaller Companies 0 0
Technology and Telecommunications 0 -1
Personal Pensions 0 0
Asia Pacific Including Japan -1 0
China/Greater China -4 -2
Global Emerging Markets Bond -18 0
North American Smaller Companies -19 -1
Global Bonds -19 3
Europe Excluding UK -22 -26
UK Index Linked Gilts -26 1
Protected -29 -13
£ High Yield -32 -7
Short Term Money Market -32 6
Europe Including UK -36 -1
Asia Pacific Excluding Japan -37 4
Flexible Investment -37 -12
UK Smaller Companies -61 -15
European Smaller Companies -288 -4
     
UK Total 1,925 174

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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