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 |