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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: July 2021
Graphs
Tables
- Last 13 months
- Last 10 years
| £m | Total | Equity | Fixed Income | Money Market | Mixed Asset | Property | Other | ISA |
|---|---|---|---|---|---|---|---|---|
| Jul-21 | 1,532,757 | 909,920 | 320,317 | 44,272 | 286,411 | 27,031 | 122,720 | 192,092 |
| Jun-21 | 1,526,462 | 911,408 | 316,814 | 43,217 | 283,395 | 26,743 | 121,886 | 191,672 |
| May-21 | 1,511,757 | 892,043 | 312,785 | 42,677 | 291,441 | 26,471 | 119,736 | 188,641 |
| Apr-21 | 1,510,230 | 891,274 | 312,191 | 42,592 | 290,097 | 27,024 | 120,255 | 187,688 |
| Mar-21 | 1,467,409 | 856,716 | 307,013 | 43,823 | 281,559 | 26,660 | 119,787 | 177,025 |
| Feb-21 | 1,438,438 | 832,562 | 305,918 | 44,319 | 275,154 | 26,918 | 119,489 | 172,807 |
| Jan-21 | 1,435,032 | 827,308 | 309,278 | 46,853 | 270,824 | 27,080 | 119,161 | 172,199 |
| Dec-20 | 1,439,363 | 827,231 | 307,719 | 49,255 | 274,417 | 27,046 | 119,385 | 172,990 |
| Nov-20 | 1,403,920 | 800,991 | 302,916 | 48,372 | 266,691 | 27,243 | 117,981 | 168,383 |
| Oct-20 | 1,302,603 | 722,268 | 297,580 | 46,439 | 246,694 | 26,510 | 114,597 | 155,991 |
| Sep-20 | 1,327,513 | 746,120 | 297,066 | 47,005 | 248,579 | 26,639 | 115,374 | 159,253 |
| Aug-20 | 1,326,700 | 749,439 | 293,166 | 45,771 | 248,729 | 26,529 | 116,662 | 160,079 |
| Jul-20 | 1,302,723 | 726,047 | 294,090 | 48,593 | 243,381 | 26,136 | 115,390 | 156,289 |
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
