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: December 2022

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 33,882 77 2,829 -7
Asia Pacific Including Japan 929 -1 170 -1
China/Greater China 3,400 -32 543 -1
Europe Excluding UK 55,662 -223 8,433 -42
Europe Including UK 2,389 -5 130 0
European Smaller Companies 2,059 -15 454 -1
Financials and Financial Innovation 2,657 -30 247 0
Global 157,547 237 19,505 -4
Global Emerging Markets 32,655 -40 1,867 -2
Global Equity Income 21,359 98 3,233 6
Healthcare 4,521 23 534 1
India/Indian Subcontinent 3,714 -2 523 0
Japan 21,197 -100 1,203 -4
Japanese Smaller Companies 788 -4 73 0
Latin America 336 6 48 0
North America 82,777 358 6,193 0
North American Smaller Companies 4,371 8 380 0
Specialist 19,527 -49 1,896 -9
Technology and Technology Innovation 5,727 -16 1,032 -6
UK All Companies 147,375 -1,001 25,602 -72
UK Equity Income 37,104 -62 8,582 -21
UK Smaller Companies 11,686 -48 2,411 -13
Total Equity 651,661 -821 85,889 -175
£ Corporate Bond 55,326 21 6,002 -23
£ High Yield 10,277 -152 962 -5
£ Strategic Bond 34,977 96 4,884 -9
Corporate Bond 19,445 79 100 0
Global Emerging Markets Bond - Blended 1,194 15 20 0
Global Emerging Markets Bond - Hard Currency 2,367 12 26 0
Global Emerging Markets Bond - Local Currency 4,093 19 38 0
Global Inflation Linked Bond 6,155 2 195 3
Government Bond 9,265 -105 136 2
High Yield Bond 6,860 -148 0 0
Mixed Bond 29,989 66 442 -2
Specialist 3,018 6 1,880 -9
Specialist Bond 6,776 57 83 0
UK Gilts 21,766 127 753 1
UK Index Linked Gilts 5,847 51 224 0
Total Fixed Income 217,356 145 15,746 -41
Short Term Money Market 37,663 -490 385 11
Standard Money Market 1,541 15 137 3
Total Money Markets 39,204 -475 522 14
Flexible Investment 33,518 39 3,718 4
Mixed Investment 0-35% Shares 10,581 -66 1,775 -14
Mixed Investment 20-60% Shares 47,697 -174 8,972 -47
Mixed Investment 40-85% Shares 80,237 93 11,097 2
Specialist 2,977 11 1,878 -9
Total Mixed Asset 175,010 -97 27,439 -64
Property Other 11,780 -50 508 0
UK Direct Property 5,933 -40 484 -6
Total Property 17,714 -90 993 -6
Commodities and Natural Resources 2,787 -18 277 0
Infrastructure 8,945 56 935 8
Specialist 1,432 0 1,856 -9
Targeted Absolute Return 35,790 107 1,244 11
Volatility Managed 54,633 97 5,494 33
Total Others 103,587 242 9,806 43
UK Total 1,204,532 -1,096 140,395 -229

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