Here you can find funds under management, retail sales, and performance figures by IA sector. 

Morningstar provides our performance data, which we republish only for ease of reference. The IA sectors divide the funds universe to reflect the asset type, industry sector, or geographic regions funds are invested in.

Most recent data available: April 2024

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 35,171 152 2,740 -4
Asia Pacific Including Japan 950 -21 160 1
China/Greater China 2,082 -24 370 -1
Europe Excluding UK 63,418 280 9,213 18
Europe Including UK 2,974 -10 151 1
European Smaller Companies 1,908 -64 441 -3
Financials and Financial Innovation 2,538 1 265 -1
Global 195,828 1,290 24,699 224
Global Emerging Markets 36,150 198 2,068 93
Global Equity Income 23,605 -67 3,725 33
Healthcare 4,211 -28 536 -1
India/Indian Subcontinent 5,484 85 962 6
Japan 25,775 254 1,532 32
Latin America 333 -9 52 -1
North America 99,889 291 8,214 163
North American Smaller Companies 5,000 -13 430 4
Specialist 17,360 -273 1,636 -27
Technology and Technology Innovation 9,516 54 1,854 38
UK All Companies 142,455 -996 25,339 -83
UK Equity Income 36,916 -283 8,830 -20
UK Smaller Companies 10,089 -57 2,016 -13
Total Equity 721,653 761 95,234 460
£ Corporate Bond 60,914 36 5,675 16
£ High Yield 11,660 -18 980 0
£ Strategic Bond 36,347 -17 4,707 -10
Corporate Bond 24,036 124 159 3
Global Emerging Markets Bond - Blended 1,967 10 29 2
Global Emerging Markets Bond - Hard Currency 2,510 -12 23 1
Global Emerging Markets Bond - Local Currency 4,049 -18 39 1
Global Inflation Linked Bond 5,879 -61 213 1
Government Bond 11,239 265 248 13
High Yield Bond 6,812 8 0 0
Mixed Bond 28,571 206 384 5
Specialist 2,861 -16 1,615 -32
Specialist Bond 7,860 257 88 6
UK Gilts 20,062 136 921 20
UK Index Linked Gilts 4,770 15 182 0
Total Fixed Income 229,538 912 15,261 24
Short Term Money Market 30,060 0 865 59
Standard Money Market 2,188 10 226 10
Total Money Markets 32,248 10 1,091 69
Flexible Investment 30,852 -60 3,783 -3
Mixed Investment 0-35% Shares 8,062 -56 1,509 -10
Mixed Investment 20-60% Shares 45,384 -267 8,307 -36
Mixed Investment 40-85% Shares 87,695 384 12,494 74
Specialist 3,010 27 1,619 -27
Total Mixed Asset 175,004 28 27,712 -2
Property Other 11,391 -52 467 -2
UK Direct Property 4,033 -8 321 -6
Total Property 15,424 -61 788 -8
Commodities and Natural Resources 2,589 -34 239 -3
Infrastructure 7,932 -61 747 0
Specialist 1,488 -7 1,599 -27
Targeted Absolute Return 27,536 -202 1,198 -2
Volatility Managed 63,082 463 7,145 133
Total Others 102,627 160 10,928 101
UK Total 1,276,494 1,811 151,014 645

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.
  • 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.
  • Change from June 2009: from June 2009 figures include an additional group for which figures for prior periods are not yet available.
  • All sales and repurchases to funds of funds are included. To avoid double counting, transactions between funds of funds and their underlying funds are excluded. The sector rankings do not include 'Unclassified sector'. These are funds which have chosen not to be classified.
  • 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