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

"#July 2022#" Total of which ISAs
IA Sector Net retail sales - £m Net retail sales - £m
Short Term Money Market 513 7
Corporate Bond 495 -2
Volatility Managed 267 41
UK Gilts 199 22
Global Equity Income 153 -3
Healthcare 147 3
Mixed Investment 40-85% Shares 135 -1
High Yield Bond 128 0
China/Greater China 82 -2
£ Strategic Bond 82 -12
Specialist 77 -23
Flexible Investment 37 -2
Infrastructure 35 32
Global Emerging Markets Bond - Hard Currency 27 1
Financials and Financial Innovation 25 -1
UK Index Linked Gilts 15 -4
Technology and Technology Innovation 15 0
India/Indian Subcontinent 13 0
Global Emerging Markets Bond - Local Currency 9 0
UK Direct Property 6 -1
Europe Including UK 2 -1
Global Emerging Markets Bond - Blended -1 0
Asia Pacific Including Japan -3 -1
Targeted Absolute Return -6 22
Japanese Smaller Companies -10 -1
Latin America -11 -2
Commodities and Natural Resources -22 -1
Standard Money Market -27 1
Specialist Bond -31 29
Property Other -39 2
European Smaller Companies -49 -5
£ High Yield -58 -10
Japan -60 4
UK Smaller Companies -85 -9
North American Smaller Companies -95 -2
Mixed Investment 0-35% Shares -106 -15
Government Bond -114 21
Mixed Bond -117 -1
Global -118 -54
Mixed Investment 20-60% Shares -120 -58
Global Inflation Linked Bond -146 -5
Global Emerging Markets -160 2
£ Corporate Bond -167 -52
Asia Pacific Excluding Japan -181 -27
North America -207 22
UK Equity Income -333 -14
UK All Companies -458 -80
Europe Excluding UK -471 -28
UK Total -736 -209

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