Here you can find statistics for funds under management in a range of formats and by asset, going back up to 10 years.

Most recent data available: February 2024

Tables

£m Total Equity Fixed Income Money Market Mixed Asset Property Other ISA
Feb 2024 1,435,381 893,671 282,080 40,187 275,296 18,778 130,304 181,865
Jan 2024 1,422,325 872,239 284,493 42,181 272,905 19,023 130,729 189,924
Dec 2023 1,426,651 870,902 287,578 41,458 272,841 19,780 133,209 180,127
Nov 2023 1,372,418 832,898 277,314 39,675 262,210 19,129 130,162 182,832
Oct 2023 1,329,806 798,106 270,291 41,454 255,151 18,757 127,881 167,405
Sep 2023 1,363,679 828,160 271,811 39,112 260,797 19,298 128,606 171,409
Aug 2023 1,374,894 833,650 272,171 40,046 262,203 19,850 130,641 172,956
Jul 2023 1,395,873 847,622 273,192 41,664 265,620 20,325 131,698 176,084
Jun 2023 1,379,828 832,435 273,681 41,967 261,435 20,737 129,110 173,811
May 2023 1,377,563 826,241 275,362 42,367 260,905 21,100 128,635 173,421
Apr 2023 1,393,154 833,034 278,350 43,827 263,185 21,582 130,530 175,574
Mar 2023 1,384,264 825,407 277,348 43,286 261,588 21,235 130,665 172,873
Feb 2023 1,406,735 844,444 274,100 45,343 262,357 21,844 132,276 174,621

Notes

  • 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.
  • Revisions: Each month small revisions to the figures may have been made since the previous release. This reflects additional information received.
  • Funds under management: From January 2007 Investment Association funds under management figures include additional institutional funds which were not previously included in the statistics.
  • 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.
  • Asset types: (Equity, Fixed Income etc) are defined in terms of the Investment Association sectors included. To see which sectors are allocated to each asset type, see the table 'Statistics by sector - Sector summary - asset type by sector'.
  • Industry funds under management includes money invested in the underlying funds in which funds of funds invest, but excludes money invested in funds of funds themselves (other than funds of overseas funds) to avoid double-counting.
  • ISA figures exclude a small number of funds held on fund platforms but not in an Investment Association sector. These figures are, however, included in the Investment Association monthly press release tables, unless otherwise footnoted