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: February 2021 

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 37,113 510 3,383 33
Asia Pacific Including Japan 1,175 9 193 1
China/Greater China 4,712 120 748 28
Europe Excluding UK 60,662 -192 8,525 -27
Europe Including UK 1,731 -8 143 0
European Smaller Companies 2,627 -28 569 -6
Global 158,204 1,196 18,685 104
Global Emerging Markets 34,747 -42 2,089 28
Global Equity Income 14,955 -22 2,620 11
Japan 23,648 -59 1,345 -16
Japanese Smaller Companies 1,362 -16 107 -1
North America 78,638 -347 5,372 23
North American Smaller Companies 4,531 252 360 22
Specialist 33,241 -5 3,354 0
Technology and Telecommunications 7,706 -158 1,110 3
UK All Companies 155,347 -510 24,945 -39
UK Equity Income 42,623 -661 8,991 -56
UK Smaller Companies 17,510 142 3,136 20
Total Equity 680,532 182 85,675 127
£ Corporate Bond 76,496 155 8,210 5
£ High Yield 15,655 -97 1,501 -4
£ Strategic Bond 49,447 247 6,396 4
Global Bonds 55,976 -987 1,223 3
Global Emerging Markets Bond - Blended 1,516 17 131 7
Global Emerging Markets Bond - Hard Currency 2,562 -109 27 1
Global Emerging Markets Bond - Local Currency 4,663 -9 27 -7
Specialist 5,348 -18 2,932 1
UK Gilts 26,435 189 852 16
UK Index Linked Gilts 7,008 121 361 1
Total Fixed Income 245,106 -493 21,660 27
Short Term Money Market 27,468 -500 717 -24
Standard Money Market 1,460 -7 153 0
Total Money Markets 28,928 -507 870 -24
Flexible Investment 31,845 -106 3,611 -16
Mixed Investment 0-35% Shares 14,135 30 2,421 2
Mixed Investment 20-60% Shares 53,971 -79 10,295 -41
Mixed Investment 40-85% Shares 74,660 468 11,098 42
Specialist 2,301 -12 2,914 1
UK Equity and Bond Income 1,176 1 331 -4
Total Mixed Asset 178,088 301 30,670 -16
Property Other 10,276 76 524 0
UK Direct Property 11,581 -176 1,211 -39
Total Property 21,857 -99 1,735 -39
Specialist 4,282 49 2,903 1
Targeted Absolute Return 52,452 -139 1,353 12
Volatility Managed 45,272 337 4,154 52
Total Others 102,006 246 8,410 65

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