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: December 2024

"#December 2024#" Total of which ISAs
IA Sector Net retail sales - £m Net retail sales - £m
North America 705 7
Global Emerging Markets 634 15
Volatility Managed 316 41
Mixed Investment 40-85% Shares 302 -10
North American Smaller Companies 240 12
UK Gilts 179 11
Global Equity Income 164 17
£ Strategic Bond 150 -22
Government Bond 147 10
Corporate Bond 132 3
Specialist Bond 129 0
Mixed Bond 129 -3
Global 103 -13
Global Inflation Linked Bond 97 4
£ High Yield 78 3
Japan 53 5
£ Corporate Bond 51 -20
Specialist 49 -3
Technology and Technology Innovation 46 0
Global Emerging Markets Bond - Local Currency 34 1
Infrastructure 27 7
India/Indian Subcontinent 23 0
Financials and Financial Innovation 19 0
Healthcare 19 -2
Standard Money Market 10 -1
UK Direct Property 8 -8
High Yield Bond 7 0
Latin America 1 0
Global Emerging Markets Bond - Hard Currency -2 0
Asia Pacific Including Japan -6 -2
China/Greater China -11 -4
Short Term Money Market -17 13
Europe Including UK -22 0
UK Index Linked Gilts -23 -2
European Smaller Companies -24 -4
Commodities and Natural Resources -32 -1
Global Emerging Markets Bond - Blended -44 0
Mixed Investment 0-35% Shares -50 -28
Europe Excluding UK -51 -31
Flexible Investment -54 -13
UK Smaller Companies -88 -23
Property Other -126 -6
UK Equity Income -141 -41
Mixed Investment 20-60% Shares -175 -67
Targeted Absolute Return -196 4
Asia Pacific Excluding Japan -204 -23
UK All Companies -553 -128
UK Total 2,034 -301

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.
  • Asset types: (Equity, Fixed Income etc) are defined in terms of the Investment Association sectors included. To see which sectors are allocated to each asset type, see the table 'Statistics by sector - Sector summary - asset type by sector'.
  • 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