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: May 2021 

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 38,424 86 3,707 5
Asia Pacific Including Japan 1,157 -2 206 0
China/Greater China 4,699 -26 854 1
Europe Excluding UK 66,300 97 9,395 -14
Europe Including UK 1,769 -1 165 2
European Smaller Companies 2,906 4 650 0
Global 170,578 445 21,427 83
Global Emerging Markets 37,266 378 2,350 11
Global Equity Income 16,289 159 2,937 5
Japan 24,086 108 1,365 9
Japanese Smaller Companies 1,301 -35 111 0
North America 82,980 114 6,225 10
North American Smaller Companies 4,770 92 471 6
Specialist 35,789 -109 3,548 6
Technology and Telecommunications 7,687 -137 1,244 0
UK All Companies 167,800 -324 27,765 -12
UK Equity Income 45,180 -375 10,213 -15
UK Smaller Companies 19,175 127 4,111 17
Total Equity 728,157 603 96,746 114
£ Corporate Bond 70,947 310 8,276 -4
£ High Yield 13,057 37 1,522 -4
£ Strategic Bond 42,300 -137 6,540 14
Corporate Bond 18,601 51 102 2
Global Emerging Markets Bond - Blended 1,576 13 145 4
Global Emerging Markets Bond - Hard Currency 2,631 43 30 2
Global Emerging Markets Bond - Local Currency 4,183 14 30 0
Global Inflation Linked Bond 5,430 112 161 3
Government Bond 8,341 22 108 0
High Yield Bond 5,754 -55 0 0
Mixed Bond 34,254 -52 897 3
Specialist 2,092 6 3,110 7
Specialist Bond 9,378 156 77 0
UK Gilts 26,650 13 883 9
UK Index Linked Gilts 7,355 50 376 2
Total Fixed Income 252,548 583 22,256 39
Short Term Money Market 25,455 -86 570 -2
Standard Money Market 1,415 -38 144 -1
Total Money Markets 26,870 -124 714 -3
Flexible Investment 35,465 29 4,141 6
Mixed Investment 0-35% Shares 14,623 30 2,484 -5
Mixed Investment 20-60% Shares 56,827 203 10,742 13
Mixed Investment 40-85% Shares 82,373 692 12,382 65
Specialist 2,468 0 3,101 7
Total Mixed Asset 191,755 953 32,851 85
Property Other 11,503 3 564 -1
UK Direct Property 9,978 -202 1,060 -53
Total Property 21,482 -199 1,625 -54
Specialist 2,768 25 3,079 7
Targeted Absolute Return 50,261 -13 1,448 1
Volatility Managed 47,996 394 4,607 80
Total Others 101,025 407 9,134 87
UK Total 1,321,838 2,223 163,325 268

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