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: July 2022

IA Sector Total funds - £m Total net retail sales - £m ISA funds - £m ISA net sales - £m
Asia Pacific Excluding Japan 33,511 -181 2,876 -27
Asia Pacific Including Japan 986 -3 171 -1
China/Greater China 3,391 82 578 -2
Europe Excluding UK 57,191 -471 8,479 -28
Europe Including UK 2,477 2 225 -1
European Smaller Companies 2,286 -49 474 -5
Financials and Financial Innovation 2,527 25 259 -1
Global 163,218 -118 20,345 -54
Global Emerging Markets 32,979 -160 1,903 2
Global Equity Income 20,926 153 3,200 -3
Healthcare 4,260 147 519 3
India/Indian Subcontinent 3,564 13 499 0
Japan 21,638 -60 1,218 4
Japanese Smaller Companies 812 -10 77 -1
Latin America 345 -11 55 -2
North America 86,702 -207 6,319 22
North American Smaller Companies 4,743 -95 417 -2
Specialist 21,136 -131 1,953 -23
Technology and Technology Innovation 6,698 15 1,198 0
UK All Companies 155,217 -458 26,559 -80
UK Equity Income 38,790 -333 8,946 -14
UK Smaller Companies 13,304 -85 2,720 -9
Total Equity 676,704 -1,936 88,988 -221
£ Corporate Bond 58,318 -167 6,860 -52
£ High Yield 10,933 -58 1,074 -10
£ Strategic Bond 37,209 82 5,272 -12
Corporate Bond 17,884 495 102 -2
Global Emerging Markets Bond - Blended 1,272 -1 23 0
Global Emerging Markets Bond - Hard Currency 2,381 27 26 1
Global Emerging Markets Bond - Local Currency 4,742 9 39 0
Global Inflation Linked Bond 5,536 -146 180 -5
Government Bond 8,991 -114 126 21
High Yield Bond 7,190 128 0 0
Mixed Bond 31,957 -117 418 -1
Specialist 2,850 224 1,937 -17
Specialist Bond 9,004 -31 103 29
UK Gilts 23,840 199 877 22
UK Index Linked Gilts 6,522 15 286 -4
Total Fixed Income 228,629 545 17,323 -31
Short Term Money Market 28,468 513 337 7
Standard Money Market 1,402 -27 123 1
Total Money Markets 29,870 486 461 7
Flexible Investment 34,469 37 4,096 -2
Mixed Investment 0-35% Shares 12,380 -106 2,084 -15
Mixed Investment 20-60% Shares 50,001 -120 10,264 -58
Mixed Investment 40-85% Shares 82,008 135 11,420 -1
Specialist 2,596 11 1,935 -17
Total Mixed Asset 181,454 -44 29,800 -93
Property Other 12,665 -39 559 2
UK Direct Property 7,725 6 630 -1
Total Property 20,390 -33 1,189 1
Commodities and Natural Resources 2,397 -22 256 -1
Infrastructure 8,991 35 983 32
Specialist 2,024 -28 1,911 -17
Targeted Absolute Return 41,632 -6 1,248 22
Volatility Managed 55,589 267 5,480 41
Total Others 110,633 246 9,877 76
UK Total 1,247,680 -736 147,638 -261

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