Data

Data is crucial to our role as a trade body and to our members' work. Our research offers authoritative insights and analysis on the industry and its evolving environment.

FUNDANALYSER

FUNDAnalyser provides anonymised sector-level FUM and transaction data, along with member-specific insights and rankings. It is designed to make dynamic improvements based on user feedback. Data is reported one month in arrears.

Fund Sectors

There are 56 IA sectors. These are there to help anyone navigate around the large universe of funds in the UK and include some offshore (EU) funds.
IA Annual Survey Cover

Investment Management Survey

The IA annual survey provides a snapshot of the UK industry in a European and wider international context. It contains hundreds of data points on trends in how firms invest for their customers and how the industry is evolving. Our research reports cover a wide range of areas. These include the industry’s wider economic contribution and the activity of investment firms as stewards of companies in which they invest.

Read the Investment Management Survey
Retail Fund Market Insight
Key Industry Statistics
Monthly Statistics
The Platform Report

Here you can find helpful resources and insights on the UK funds market. The IA publishes data and market commentary each month as well as more in-depth reports.

Each month, we have a particular focus on trends in the investment fund market. You can view data in different categories ­– for example, by fund sales, funds under management, by sector, by performance, as well as by monthly company rankings. A lot of our data is publicly available. Non-members can purchase a full range of historical monthly sector and aggregated data going back to 1992. For more information, email our statistics team at [email protected].

Our Monthly Fund Statistics tables provides industry-wide data about fund sales and funds under management for the latest available month. This report is available to download in excel format.

This report is only available to IA members. Each month we publish the Platform report. The report collates data on gross and net sales from five investment platforms - AEGON, Fidelity, Hargreaves Lansdown, Quilter and Transact. This report is available to download in excel format.