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 2025
Tables
- Sector summary - asset type and sector
- Best selling Investment Association sectors - latest month
- Best and worst selling Investment Association sectors - by month
- Best and worst selling Investment Association sectors - by quarter
- Best and worst selling Investment Association sectors - by year
- Fund performance
| #December 2025# | Total | of which ISAs |
|---|---|---|
| IA Sector | Net retail sales - £m | Net retail sales - £m |
| Volatility Managed | 560 | 61 |
| Europe Excluding UK | 253 | 16 |
| Short Term Money Market | 238 | 29 |
| Mixed Bond | 226 | 1 |
| Global Emerging Markets | 211 | 22 |
| Mixed Investment 40-85% Shares | 144 | -43 |
| Japan | 124 | 7 |
| Global Equity Income | 98 | 25 |
| North America | 82 | -52 |
| £ High Yield | 57 | 6 |
| UK Gilts | 55 | 3 |
| £ Corporate Bond | 35 | -10 |
| Global Emerging Markets Bond - Blended | 33 | 2 |
| Infrastructure | 30 | -3 |
| Global | 28 | -145 |
| Corporate Bond | 23 | 2 |
| Global Emerging Markets Bond - Hard Currency | 23 | 0 |
| Standard Money Market | 23 | -1 |
| High Yield Bond | 17 | 0 |
| Commodities and Natural Resources | 9 | 1 |
| European Smaller Companies | 9 | -2 |
| Europe Including UK | 6 | 0 |
| Specialist Bond | 5 | 2 |
| Latin America | 2 | 0 |
| China/Greater China | 0 | -3 |
| Global Emerging Markets Bond - Local Currency | -2 | 1 |
| UK Direct Property | -4 | -4 |
| Healthcare | -5 | -4 |
| Asia Pacific Including Japan | -9 | -1 |
| Global Inflation Linked Bond | -14 | -1 |
| £ Strategic Bond | -19 | -13 |
| Mixed Investment 0-35% Shares | -22 | -6 |
| Asia Pacific Excluding Japan | -26 | -5 |
| India/Indian Subcontinent | -28 | -3 |
| UK Index Linked Gilts | -29 | 0 |
| Flexible Investment | -36 | -12 |
| Technology and Technology Innovation | -38 | -27 |
| Property Other | -42 | -4 |
| Financials and Financial Innovation | -43 | -2 |
| Mixed Investment 20-60% Shares | -46 | -42 |
| North American Smaller Companies | -50 | -4 |
| UK Smaller Companies | -56 | -15 |
| Targeted Absolute Return | -95 | 2 |
| Government Bond | -101 | -6 |
| Specialist | -153 | -23 |
| UK Equity Income | -228 | -26 |
| UK All Companies | -369 | -128 |
| UK Total | 875 | -407 |
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
