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: August 2023

Company Total OEIC Funds Value Rank
Scottish Widows Unit Trusts Managers 56,303,459,226 1
Invesco Perpetual 44,667,588,516 2
M&G Securities Limited 37,583,055,248 3
Capita Financial Managers Limited 34,711,007,378 4
Threadneedle Investment Services Ltd 32,247,563,453 5
BNY Mellon Fund Managers Limited 30,745,828,399 6
Fidelity Worldwide Investment 30,226,399,339 7
Henderson Global Investors 26,154,239,560 8
HBOS Investment Fund Managers Limited 20,874,154,973 9
Royal London Unit Trust Managers Ltd 20,030,641,918 10
Standard Life Investments Ltd 19,327,219,721 11
Baillie Gifford & Co Limited 15,339,551,956 12
First State Investments (UK) Ltd 15,077,395,335 13
HSBC Global Asset Management (UK) Limited 14,518,498,487 14
Aberdeen 13,861,812,946 15
Old Mutual Investment Management Limited 12,846,810,233 16
Aviva Investors UK Fund Services Limited 12,301,439,751 17
J.P. Morgan Asset Management 11,138,673,173 18
Investec Asset Management Ltd 9,464,922,743 19
Vanguard Investments UK Limited 8,940,480,349 20
Kames Capital 6,880,469,525 21
BMO Global Asset Management 6,402,164,747 22
AXA IM UK Limited 4,990,028,774 23
Majedie Asset Management Ltd 4,928,238,923 24
J O Hambro Capital Management Group 4,542,964,388 25
Schroder Unit Trusts Limited 4,410,439,679 26
Fundsmith 4,299,685,525 27
Fund Partners Limited 3,999,915,913 28
Thesis Unit Trust Managers 3,827,786,671 29
Premier Portfolio Managers Ltd 3,819,608,753 30
Man Fund Management UK Limited 3,812,395,642 31
Insight Investment Funds Management Ltd 3,542,814,192 32
Architas Multi-Manager Limited 3,500,768,345 33
Phoenix Fund Services (UK) Limited 3,474,935,711 34
Neptune Investment Management Ltd 3,299,977,757 35
RBS Collective Investment Funds Limited 3,094,650,360 36
Santander Asset Management (SAM UK) 2,975,695,156 37
Smith & Williamson Investment Management LLP 2,710,554,853 38
Barclays Asset Managers Limited 2,422,888,394 39
UBS Global Asset Management Funds Ltd 2,404,599,558 40
Legal & General (Unit Trust) Managers Limited 2,384,713,154 41
Franklin Templeton Funds 2,361,122,040 42
Alliance Trust Asset Management Limited 2,128,994,986 43
Investment Fund Services Limited (IFSL) 1,931,977,088 44
Legg Mason Investment (Funds) Limited 1,911,808,805 45
Sarasin & Partners LLP 1,871,969,930 46
Marlborough Fund Managers Limited 1,780,155,919 47
Lazard Fund Managers Limited 1,734,373,919 48
T. Bailey Fund Services Limited 1,704,908,205 49
River & Mercantile AM 1,601,150,429 50
Allianz Global Investors 1,579,956,938 51
Margetts Fund Management Ltd 1,061,250,386 52
GAM 1,027,900,121 53
EdenTree Investment Management Limited 992,125,350 54
NFU Mutual Unit Managers Ltd 840,723,188 55
Morgan Stanley Investment Management Ltd 791,322,537 56
Unicorn Asset Management Limited 777,829,401 57
Artemis Fund Managers Ltd 627,750,810 58
City Financial Investment 517,674,449 59
Host Capital Limited 466,336,761 60
COURTIERS Investment Services Limited 381,742,514 61
MT Capital Management Limited 377,873,825 62
Natixis Global Asset Management 373,949,991 63
Rathbone Unit Trust Management Limited 369,697,356 64
Carvetian Capital Management Limited 355,667,230 65
Valu-Trac Investment Management Ltd 338,061,338 66
SVM Asset Management Ltd 338,038,030 67
Sand Aire Ltd 263,247,470 68
Baring Fund Managers Limited 241,372,615 69
Investec Wealth Investment Management Limited 177,873,537 70
Scottish Friendly Asset Managers Ltd 147,708,948 71
OneFamily 112,402,456 72
Sharefunds Ltd 94,540,323 73
Clerical Medical 39,832,815 75
Orbis Investment Management (Luxembourg) SA 34,280,573 76
Querns Asset Managers 14,388,723 77
Close Asset Management (UK) Ltd 12,836,060 78