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: January 2024

Company Total OEIC Funds Value Rank
Scottish Widows Unit Trusts Managers 55,562,769,021 1
Invesco Perpetual 44,215,093,346 2
M&G Securities Limited 36,895,104,817 3
Capita Financial Managers Limited 35,068,597,159 4
Threadneedle Investment Services Ltd 32,348,111,017 5
BNY Mellon Fund Managers Limited 30,694,493,014 6
Fidelity Worldwide Investment 30,214,801,984 7
Henderson Global Investors 26,297,657,432 8
HBOS Investment Fund Managers Limited 20,583,615,769 9
Royal London Unit Trust Managers Ltd 20,522,204,924 10
Standard Life Investments Ltd 19,470,316,380 11
Baillie Gifford & Co Limited 15,525,605,797 12
First State Investments (UK) Ltd 15,332,713,505 13
HSBC Global Asset Management (UK) Limited 14,411,157,732 14
Aberdeen 13,601,851,413 15
Old Mutual Investment Management Limited 13,104,401,790 16
Aviva Investors UK Fund Services Limited 12,379,117,100 17
J.P. Morgan Asset Management 11,334,361,022 18
Investec Asset Management Ltd 9,250,776,349 19
Kames Capital 7,185,876,330 21
BMO Global Asset Management 6,488,163,314 22
Majedie Asset Management Ltd 4,917,032,988 23
AXA IM UK Limited 4,672,602,049 24
Fundsmith 4,554,129,851 25
J O Hambro Capital Management Group 4,480,363,702 26
Schroder Unit Trusts Limited 4,413,973,988 27
Fund Partners Limited 4,036,389,395 28
Premier Portfolio Managers Ltd 3,892,017,408 29
Thesis Unit Trust Managers 3,848,820,454 30
Man Fund Management UK Limited 3,731,729,234 31
Phoenix Fund Services (UK) Limited 3,520,773,772 32
Architas Multi-Manager Limited 3,498,018,035 33
Insight Investment Funds Management Ltd 3,452,145,932 34
Neptune Investment Management Ltd 3,167,344,648 35
RBS Collective Investment Funds Limited 3,056,656,084 36
Santander Asset Management (SAM UK) 2,949,940,632 37
Smith & Williamson Investment Management LLP 2,702,680,242 38
Legal & General (Unit Trust) Managers Limited 2,444,355,027 39
Franklin Templeton Funds 2,413,051,673 40
Barclays Asset Managers Limited 2,392,118,624 41
Omnis Investments Limited 2,379,188,281 42
UBS Global Asset Management Funds Ltd 2,366,554,721 43
Alliance Trust Asset Management Limited 2,115,791,082 44
Legg Mason Investment (Funds) Limited 1,918,519,532 45
Sarasin & Partners LLP 1,890,636,902 46
Investment Fund Services Limited (IFSL) 1,872,203,884 47
Marlborough Fund Managers Limited 1,842,918,834 48
T. Bailey Fund Services Limited 1,711,309,919 49
Lazard Fund Managers Limited 1,706,423,922 50
River & Mercantile AM 1,613,654,660 51
Allianz Global Investors 1,556,801,521 52
Margetts Fund Management Ltd 1,073,107,895 53
GAM 1,001,870,246 54
EdenTree Investment Management Limited 985,998,866 55
NFU Mutual Unit Managers Ltd 840,933,012 56
Unicorn Asset Management Limited 812,187,394 57
Morgan Stanley Investment Management Ltd 796,179,478 58
Artemis Fund Managers Ltd 659,975,662 59
City Financial Investment 527,281,070 60
Phoenix Unit Trust Managers 482,375,060 61
Host Capital Limited 463,022,250 62
COURTIERS Investment Services Limited 404,126,531 63
Natixis Global Asset Management 377,903,795 64
MT Capital Management Limited 374,765,818 65
Rathbone Unit Trust Management Limited 372,555,978 66
Carvetian Capital Management Limited 353,993,164 67
SVM Asset Management Ltd 350,017,630 68
Valu-Trac Investment Management Ltd 340,944,533 69
Sand Aire Ltd 259,023,396 70
Baring Fund Managers Limited 240,661,508 71
Investec Wealth Investment Management Limited 175,397,582 72
Scottish Friendly Asset Managers Ltd 150,963,066 73
OneFamily 111,499,767 74
Sharefunds Ltd 97,049,918 75
Clerical Medical 38,995,246 77
Orbis Investment Management (Luxembourg) SA 34,787,866 78
Querns Asset Managers 14,165,466 79
Close Asset Management (UK) Ltd 12,518,432 80