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: August 2021 

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 38,168 -11 3,519 -12
Asia Pacific Including Japan 1,163 -8 203 -3
China/Greater China 4,200 -39 737 -9
Europe Excluding UK 71,066 61 10,053 -14
Europe Including UK 1,898 11 175 1
European Smaller Companies 3,231 -17 717 2
Global 183,143 838 23,028 70
Global Emerging Markets 37,963 155 2,330 2
Global Equity Income 16,983 -53 3,047 3
Japan 25,304 79 1,435 1
Japanese Smaller Companies 1,382 2 113 0
North America 91,405 90 6,820 -2
North American Smaller Companies 5,117 32 477 0
Specialist 35,458 56 3,680 -4
Technology and Telecommunications 8,845 43 1,415 5
UK All Companies 174,518 -354 28,632 -22
UK Equity Income 45,445 -177 10,226 -21
UK Smaller Companies 20,157 87 4,164 10
Total Equity 765,446 795 100,772 7
£ Corporate Bond 72,422 -105 8,397 -8
£ High Yield 13,268 3 1,496 -4
£ Strategic Bond 42,843 68 6,643 -6
Corporate Bond 18,271 40 113 3
Global Emerging Markets Bond - Blended 1,535 -16 150 -1
Global Emerging Markets Bond - Hard Currency 2,791 -24 31 0
Global Emerging Markets Bond - Local Currency 4,338 32 30 0
Global Inflation Linked Bond 5,913 53 185 6
Government Bond 8,501 19 115 -1
High Yield Bond 6,247 93 0 0
Mixed Bond 35,461 -6 893 -5
Specialist 2,055 -3 3,194 -3
Specialist Bond 10,948 53 70 -1
UK Gilts 27,497 28 942 -23
UK Index Linked Gilts 7,737 -25 400 -2
Total Fixed Income 259,826 212 22,660 -47
Short Term Money Market 26,619 625 573 -9
Standard Money Market 1,503 51 145 2
Total Money Markets 28,122 675 718 -7
Flexible Investment 36,377 64 4,314 9
Mixed Investment 0-35% Shares 14,742 -2 2,469 -9
Mixed Investment 20-60% Shares 58,146 101 10,899 -39
Mixed Investment 40-85% Shares 90,118 656 13,131 56
Specialist 2,566 14 3,188 -3
Total Mixed Asset 201,949 833 34,000 14
Property Other 12,572 33 609 -3
UK Direct Property 9,076 -28 926 -48
Total Property 21,648 5 1,535 -51
Specialist 2,927 95 3,164 -3
Targeted Absolute Return 49,570 198 1,441 2
Volatility Managed 51,923 403 4,984 65
Total Others 104,420 695 9,590 64
UK Total 1,381,411 3,216 169,275 -20

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