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: JUNE 2020 

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 28,453 159 2,839 -1
Asia Pacific Including Japan 1,005 -7 171 -1
China/Greater China 2,814 -17 622 -2
Europe Excluding UK 56,788 41 8,199 -20
Europe Including UK 1,667 65 128 0
European Smaller Companies 2,264 -18 502 -2
Global 128,800 930 16,326 62
Global Emerging Markets 27,336 -107 1,741 0
Global Equity Income 14,814 -158 2,649 -16
Japan 22,125 15 1,249 -8
Japanese Smaller Companies 1,183 -14 93 0
North America 67,147 348 4,562 -17
North American Smaller Companies 2,681 -20 285 -3
Specialist 31,993 -237 3,065 -33
Technology and Telecommunications 6,499 76 943 13
UK All Companies 150,250 -662 23,319 -71
UK Equity Income 41,824 -327 9,019 -50
UK Smaller Companies 13,733 -68 2,642 -24
Total Equity 601,374 -2 78,350 -173
£ Corporate Bond 75,369 732 8,240 -9
£ High Yield 13,906 177 1,453 -5
£ Strategic Bond 47,015 34 6,282 3
Global Bonds 47,651 868 1,194 10
Global Emerging Markets Bond - Blended 1,344 3 91 1
Global Emerging Markets Bond - Hard Currency 2,647 -1 27 0
Global Emerging Markets Bond - Local Currency 4,014 -187 31 0
Specialist 5,189 17 2,680 -33
UK Gilts 27,217 117 852 24
UK Index Linked Gilts 7,280 74 403 0
Total Fixed Income 231,632 1,833 21,254 -9
Short Term Money Market 30,724 -413 860 23
Standard Money Market 1,529 -2 153 0
Total Money Markets 32,253 -415 1,012 23
Flexible Investment 28,513 -22 3,406 -9
Mixed Investment 0-35% Shares 10,730 20 2,125 4
Mixed Investment 20-60% Shares 50,841 -85 10,566 -47
Mixed Investment 40-85% Shares 61,786 287 10,201 40
Specialist 1,192 -1 2,661 -33
UK Equity and Bond Income 1,336 -19 503 -2
Total Mixed Asset 154,399 179 29,462 -46
Property Other 7,192 -114 528 -5
UK Direct Property 13,696 -1 1,406 -2
Total Property 20,888 -115 1,934 -7
Specialist 4,373 -10 2,651 -33
Targeted Absolute Return 53,719 -323 1,311 11
Volatility Managed 38,372 207 3,338 67
Total Others 96,464 -125 7,300 46

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