These group level figures include funds of funds that mainly invest in external funds (those run by other groups) or overseas funds. However, figures exclude funds investing in internal funds (i.e. those run by the same group) to avoid double counting of fund assets at group level.
This explains why the sum of the group level figures for funds under management is different to the totals shown in other reports (except in the case of ISA reports).
These figures include UK domiciled funds only.
**Data is uploaded approximately three months in arrears**
Most recent data available: November 2023
| Company | Retail Funds Under Management | Rank |
|---|---|---|
| Invesco Perpetual | 43,320,243,111 | 1 |
| M&G Securities Limited | 43,164,140,448 | 2 |
| BNY Mellon Fund Managers Limited | 29,701,493,387 | 3 |
| Threadneedle Investment Services Ltd | 28,500,781,206 | 4 |
| Aberdeen | 27,069,231,910 | 5 |
| Schroder Unit Trusts Limited | 25,921,734,148 | 6 |
| Jupiter Unit Trust Managers Limited | 23,999,891,526 | 7 |
| Fidelity Worldwide Investment | 23,454,625,838 | 8 |
| Henderson Global Investors | 23,002,795,684 | 9 |
| St James's Place Unit Trust Group Ltd | 20,544,830,999 | 10 |
| Legal & General (Unit Trust) Managers Limited | 18,139,384,409 | 11 |
| Capita Financial Managers Limited | 17,205,681,034 | 12 |
| First State Investments (UK) Ltd | 15,172,302,263 | 13 |
| Artemis Fund Managers Ltd | 14,066,353,443 | 14 |
| Standard Life Investments Ltd | 13,063,719,752 | 15 |
| AXA IM UK Limited | 12,403,907,058 | 16 |
| BlackRock Investment Management (UK) Limited | 12,355,068,733 | 17 |
| HSBC Global Asset Management (UK) Limited | 11,463,785,571 | 18 |
| JP Morgan Asset Management | 10,420,228,171 | 19 |
| HBOS Investment Fund Managers Limited | 8,945,028,926 | 20 |
| Investec Asset Management Ltd | 8,711,346,100 | 21 |
| Aviva Investors UK Fund Services Limited | 7,817,175,391 | 22 |
| Scottish Widows Unit Trusts Managers | 7,086,101,999 | 23 |
| Kames Capital | 5,803,184,702 | 24 |
| F&C Fund Management | 5,346,601,117 | 25 |
| Baillie Gifford & Co Limited | 4,924,880,000 | 26 |
| Old Mutual Fund Managers Limited | 4,782,526,387 | 27 |
| Barclays Wealth Funds Limited | 4,371,257,712 | 28 |
| Hargreaves Lansdown | 4,361,170,734 | 29 |
| J O Hambro Capital Management Group | 4,271,008,960 | 30 |
| Neptune Investment Management Ltd | 4,149,966,323 | 32 |
| Majedie Asset Management Ltd | 3,633,322,000 | 33 |
| Royal London Unit Trust Managers Ltd | 3,545,961,953 | 34 |
| Baring Fund Managers Limited | 3,260,595,712 | 35 |
| Santander Asset Management (SAM UK) | 3,231,239,684 | 36 |
| Marlborough Fund Managers Limited | 3,102,016,948 | 37 |
| SLTM | 3,028,690,157 | 38 |
| Architas Multi-Manager Limited | 2,788,387,559 | 39 |
| Liontrust Fund Partners LLP | 2,758,459,729 | 40 |
| Premier Portfolio Managers Ltd | 2,618,312,020 | 42 |
| Close Asset Management (UK) Ltd | 2,548,002,035 | 43 |
| CIS Unit Managers Ltd | 2,448,222,412 | 44 |
| RBS Collective Investment Funds Limited | 2,366,684,015 | 45 |
| Ignis Fund Managers Limited | 2,238,732,566 | 46 |
| Thesis Unit Trust Managers | 2,158,980,803 | 47 |
| Fundsmith | 2,116,685,155 | 48 |
| Phoenix Fund Services (UK) Limited | 2,084,412,367 | 49 |
| Franklin Templeton Funds | 2,043,275,205 | 50 |
| Rathbone Unit Trust Management Limited | 1,996,750,276 | 51 |
| Lazard Fund Managers Limited | 1,741,409,212 | 52 |
| Allianz Global Investors | 1,619,314,356 | 53 |
| Old Mutual Investment Management Limited | 1,557,307,899 | 54 |
| Legg Mason Investment (Funds) Limited | 1,497,234,814 | 55 |
| Sarasin & Partners LLP | 1,471,451,341 | 56 |
| River & Mercantile AM | 1,372,079,594 | 57 |
| Alliance Trust Asset Management Limited | 1,278,241,634 | 58 |
| Marks & Spencer Unit Trust Managers Ltd | 1,277,179,921 | 59 |
| Margetts Fund Management Ltd | 1,223,938,007 | 60 |
| Smith & Williamson Investment Management | 1,208,953,655 | 61 |
| GAM | 1,188,198,688 | 62 |
| Investment Fund Services Limited (IFSL) | 1,133,218,429 | 63 |
| T. Bailey Fund Managers Limited | 1,029,717,697 | 64 |
| Ecclesiastical Investment Management Ltd | 894,463,192 | 65 |
| NFU Mutual Unit Managers Ltd | 809,364,670 | 66 |
| McInroy & Wood Portfolios Ltd | 796,538,163 | 67 |
| Prudential Unit Trusts Ltd | 634,890,921 | 69 |
| Morgan Stanley Investment Management Ltd | 598,829,402 | 70 |
| Martin Currie Fund Management Limited | 579,782,355 | 71 |
| City Financial Investment | 489,564,332 | 72 |
| DB PWM Collective Management Limited | 473,270,714 | 73 |
| MT | 354,766,464 | 75 |
| Fleming Family & Partners | 320,220,738 | 76 |
| COURTIERS Investment Services Limited | 318,785,791 | 77 |
| Psigma Unit Trust Managers Limited | 291,859,496 | 78 |
| SVM Asset Management Ltd | 291,128,082 | 79 |
| Investec Wealth Investment Management Limited | 204,798,387 | 80 |
| Aberforth Unit Trust Managers Limited | 195,174,802 | 81 |
| Scottish Friendly Asset Managers Ltd | 130,640,498 | 82 |
| Carvetian Capital Management Limited | 119,478,853 | 83 |
| Family Investment Management Ltd | 113,116,980 | 84 |
| Natixis Global Asset Management | 108,809,722 | 85 |
| Sand Aire Ltd | 108,415,476 | 86 |
| Consistent Unit Trust Management Co Ltd | 92,026,761 | 88 |
| Sharefunds Ltd | 71,369,329 | 90 |
| Clerical Medical | 45,380,664 | 92 |
| Discretionary Unit Fund Managers Limited | 38,581,786 | 93 |
| Host Capital Limited | 17,245,709 | 94 |
| Manek Investment Management Ltd | 16,733,378 | 95 |
| Querns Asset Managers | 13,880,435 | 96 |
