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 | 43,716,543,885 | 1 |
| M&G Securities Limited | 37,377,980,059 | 2 |
| Threadneedle Investment Services Ltd | 30,071,084,645 | 3 |
| BNY Mellon Fund Managers Limited | 27,256,797,810 | 4 |
| Fidelity Worldwide Investment | 25,875,076,601 | 5 |
| Jupiter Unit Trust Managers Limited | 25,024,311,595 | 6 |
| Henderson Global Investors | 23,538,420,566 | 7 |
| Schroder Unit Trusts Limited | 23,511,426,688 | 8 |
| Legal & General (Unit Trust) Managers Limited | 21,199,823,009 | 9 |
| Aberdeen | 17,743,143,704 | 10 |
| BlackRock Investment Management (UK) Limited | 16,434,637,276 | 11 |
| Artemis Fund Managers Ltd | 16,239,615,781 | 12 |
| Capita Financial Managers Limited | 15,815,822,303 | 13 |
| Standard Life Investments Ltd | 15,564,301,985 | 14 |
| First State Investments (UK) Ltd | 15,226,843,078 | 15 |
| HSBC Global Asset Management (UK) Limited | 12,995,129,503 | 16 |
| AXA IM UK Limited | 12,913,530,486 | 17 |
| Aviva Investors UK Fund Services Limited | 11,717,357,169 | 18 |
| J.P. Morgan Asset Management | 10,227,297,239 | 19 |
| Old Mutual Investment Management Limited | 9,766,337,843 | 20 |
| Scottish Widows Unit Trusts Managers | 9,298,102,015 | 21 |
| HBOS Investment Fund Managers Limited | 9,115,730,398 | 22 |
| Investec Asset Management Ltd | 7,216,019,351 | 23 |
| Kames Capital | 6,426,401,121 | 24 |
| Baillie Gifford & Co Limited | 6,182,662,526 | 25 |
| Hargreaves Lansdown | 5,404,949,651 | 26 |
| Majedie Asset Management Ltd | 4,911,177,858 | 27 |
| Fund Partners Limited | 4,875,477,254 | 28 |
| F&C Fund Management | 4,799,125,450 | 29 |
| J O Hambro Capital Management Group | 4,489,131,711 | 30 |
| Royal London Unit Trust Managers Ltd | 4,357,911,130 | 31 |
| Fundsmith | 4,069,965,324 | 32 |
| Marlborough Fund Managers Limited | 4,029,699,147 | 33 |
| Neptune Investment Management Ltd | 3,976,161,172 | 34 |
| Premier Portfolio Managers Ltd | 3,909,715,910 | 35 |
| Barclays Asset Managers Limited | 3,796,077,308 | 36 |
| Santander Asset Management (SAM UK) | 3,402,262,280 | 37 |
| Phoenix Fund Services (UK) Limited | 3,395,703,741 | 38 |
| Liontrust Fund Partners LLP | 3,151,980,078 | 39 |
| Architas Multi-Manager Limited | 3,095,121,633 | 40 |
| Close Asset Management (UK) Ltd | 2,887,905,370 | 41 |
| RLUM Ltd | 2,537,083,814 | 43 |
| Rathbone Unit Trust Management Limited | 2,511,756,160 | 44 |
| Baring Fund Managers Limited | 2,404,786,163 | 45 |
| RBS Collective Investment Funds Limited | 2,349,731,599 | 46 |
| Franklin Templeton Funds | 2,321,238,359 | 47 |
| Thesis Unit Trust Managers | 2,273,289,070 | 48 |
| Legg Mason Investment (Funds) Limited | 1,885,401,612 | 49 |
| Investment Fund Services Limited (IFSL) | 1,826,273,178 | 50 |
| SLTM | 1,685,294,564 | 51 |
| Alliance Trust Asset Management Limited | 1,628,667,579 | 52 |
| Allianz Global Investors | 1,601,312,598 | 53 |
| Margetts Fund Management Ltd | 1,597,324,845 | 54 |
| Lazard Fund Managers Limited | 1,591,179,849 | 55 |
| Smith & Williamson Investment Management LLP | 1,558,168,237 | 56 |
| River & Mercantile AM | 1,307,618,776 | 57 |
| Marks & Spencer Unit Trust Managers Ltd | 1,243,660,441 | 58 |
| GAM | 1,038,192,431 | 59 |
| EdenTree Investment Management Limited | 994,158,605 | 60 |
| Sarasin & Partners LLP | 951,267,139 | 61 |
| T. Bailey Fund Services Limited | 874,438,918 | 62 |
| McInroy & Wood Portfolios Ltd | 843,839,447 | 63 |
| NFU Mutual Unit Managers Ltd | 831,901,755 | 64 |
| Morgan Stanley Investment Management Ltd | 785,053,690 | 65 |
| Unicorn Asset Management Limited | 762,710,157 | 66 |
| City Financial Investment | 469,896,097 | 67 |
| UBS Global Asset Management Funds Ltd | 408,076,514 | 68 |
| Host Capital Limited | 387,772,862 | 69 |
| COURTIERS Investment Services Limited | 374,742,239 | 70 |
| MT Capital Management Limited | 373,069,308 | 71 |
| Fleming Family & Partners | 366,337,599 | 72 |
| Ignis Fund Managers Limited | 349,219,034 | 73 |
| SVM Asset Management Ltd | 328,117,889 | 74 |
| Natixis Global Asset Management | 317,994,054 | 75 |
| Miton Group | 190,765,925 | 76 |
| Family Investment Management Ltd | 177,219,385 | 77 |
| Aberforth Unit Trust Managers Limited | 173,123,720 | 78 |
| Investec Wealth Investment Management Limited | 163,544,755 | 79 |
| Scottish Friendly Asset Managers Ltd | 145,871,587 | 80 |
| Sand Aire Ltd | 134,770,153 | 81 |
| Valu-Trac Investment Management Ltd | 117,728,658 | 82 |
| Carvetian Capital Management Limited | 106,539,838 | 83 |
| Sharefunds Ltd | 91,367,001 | 84 |
| Consistent Unit Trust Management Co Ltd | 86,753,508 | 86 |
| TU Fund Managers Ltd | 45,636,791 | 87 |
| Clerical Medical | 39,814,332 | 88 |
| Discretionary Unit Fund Managers Limited | 35,078,125 | 89 |
| Orbis Investment Management (Luxembourg) SA | 34,198,980 | 90 |
| Querns Asset Managers | 14,420,715 | 91 |
| Manek Investment Management Ltd | 12,537,938 | 92 |
