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.

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 28,412 81 2,754 1
Asia Pacific Including Japan 656 3 135 0
China/Greater China 2,492 -93 587 -3
Europe Excluding UK 58,099 -130 8,245 -28
Europe Including UK 2,108 6 131 0
European Smaller Companies 2,600 -11 519 0
Global 124,252 166 15,866 -44
Global Emerging Markets 27,224 240 1,702 -8
Global Equity Income 17,289 -123 2,886 16
Japan 23,516 109 1,324 3
Japanese Smaller Companies 1,273 35 111 0
North America 64,096 292 4,405 -5
North American Smaller Companies 2,889 7 292 -1
Specialist 31,474 -329 3,441 -1
Technology and Telecommunications 3,447 39 683 10
UK All Companies 172,010 119 28,327 -153
UK Equity Income 51,630 -59 10,908 -8
UK Smaller Companies 15,106 48 2,997 1
Total Equity 628,572 400 85,315 -222
£ Corporate Bond 74,497 -37 8,173 -40
£ High Yield 13,135 87 1,600 1
£ Strategic Bond 58,451 -344 6,461 -13
Global Bonds 46,100 10 1,134 3
Global Emerging Markets Bond 8,993 -43 153 1
Specialist 5,677 -5 3,035 0
UK Gilts 26,952 146 707 -2
UK Index Linked Gilts 7,156 112 361 -4
Total Fixed Income 240,961 -75 21,625 -53
Short Term Money Market 9,221 -125 563 -4
Standard Money Market 1,447 20 143 0
Total Money Markets 10,668 -105 706 -3
Flexible Investment 28,843 61 3,600 -13
Mixed Investment 0-35% Shares 9,996 70 2,127 9
Mixed Investment 20-60% Shares 53,662 -3 11,421 -12
Mixed Investment 40-85% Shares 58,643 299 10,083 10
Specialist 1,155 6 3,013 0
UK Equity and Bond Income 1,912 -29 794 -5
Total Mixed Asset 154,211 405 31,037 -11
Property Other 8,200 137 544 0
UK Direct Property 15,519 -149 1,654 -22
Total Property 23,719 -12 2,198 -22
Specialist 3,809 30 3,002 0
Targeted Absolute Return 63,562 -656 1,433 -44
Volatility Managed 36,001 411 2,887 3
Total Others 103,371 -215 7,322 -41
UK Total 1,161,503 398 148,203 -352

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