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: November 2020 

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 33,501 449 3,246 36
Asia Pacific Including Japan 1,209 14 197 2
China/Greater China 3,888 225 749 21
Europe Excluding UK 60,740 249 8,713 -12
Europe Including UK 1,725 0 141 0
European Smaller Companies 2,523 -5 569 -1
Global 150,131 1,725 18,623 114
Global Emerging Markets 31,588 206 2,024 17
Global Equity Income 15,195 -45 2,699 -12
Japan 24,093 147 1,372 4
Japanese Smaller Companies 1,426 10 118 0
North America 76,458 533 5,347 34
North American Smaller Companies 3,372 109 347 11
Specialist 32,419 -93 3,253 -26
Technology and Telecommunications 7,547 -45 1,105 6
UK All Companies 150,911 -425 24,305 -39
UK Equity Income 42,866 -107 9,113 -54
UK Smaller Companies 15,699 71 3,043 -1
Total Equity 655,291 3,019 84,963 98
£ Corporate Bond 77,921 -131 8,373 -48
£ High Yield 15,496 16 1,503 -6
£ Strategic Bond 49,684 -149 6,432 -15
Global Bonds 56,454 911 1,231 11
Global Emerging Markets Bond - Blended 1,444 11 114 5
Global Emerging Markets Bond - Hard Currency 2,730 67 29 3
Global Emerging Markets Bond - Local Currency 4,541 180 31 2
Specialist 5,330 -202 2,845 -23
UK Gilts 28,249 213 845 12
UK Index Linked Gilts 7,389 67 382 -4
Total Fixed Income 249,239 983 21,786 -63
Short Term Money Market 31,003 406 790 -20
Standard Money Market 1,448 -15 149 -3
Total Money Markets 32,451 391 939 -23
Flexible Investment 30,933 107 3,612 -14
Mixed Investment 0-35% Shares 12,957 268 2,358 78
Mixed Investment 20-60% Shares 53,863 579 10,556 -153
Mixed Investment 40-85% Shares 71,207 993 11,127 35
Specialist 2,359 0 2,826 -23
UK Equity and Bond Income 1,352 -7 508 -4
Total Mixed Asset 172,671 1,939 30,987 -80
Property Other 9,799 17 520 -6
UK Direct Property 12,612 -166 1,298 -49
Total Property 22,412 -149 1,818 -55
Specialist 4,818 -41 2,815 -24
Targeted Absolute Return 52,792 -118 1,266 -9
Volatility Managed 42,077 389 3,895 74
Total Others 99,686 231 7,976 41

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