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 2021 

#July 2021# Total of which ISAs
IA Sector Net retail sales - £m Net retail sales - £m
Global 862 101
Mixed Investment 40-85% Shares 648 42
Volatility Managed 509 79
Short Term Money Market 416 3
UK All Companies 295 -34
£ High Yield 209 -4
£ Corporate Bond 204 1
Mixed Bond 189 2
Specialist 186 6
Specialist Bond 153 -2
Global Emerging Markets 141 1
Mixed Investment 20-60% Shares 136 -35
Government Bond 125 2
Asia Pacific Excluding Japan 80 -15
North American Smaller Companies 76 5
High Yield Bond 69 0
Europe Excluding UK 66 -1
Global Equity Income 60 4
Mixed Investment 0-35% Shares 52 -15
Property Other 47 -1
Global Inflation Linked Bond 41 6
Technology and Telecommunications 30 13
Global Emerging Markets Bond - Hard Currency 27 0
European Smaller Companies 26 1
Flexible Investment 25 -1
UK Index Linked Gilts 24 -8
£ Strategic Bond 9 10
Japanese Smaller Companies 9 0
Standard Money Market 7 0
Europe Including UK -2 0
UK Smaller Companies -4 -9
Global Emerging Markets Bond - Blended -4 3
Japan -4 2
Asia Pacific Including Japan -7 -1
China/Greater China -16 -11
UK Direct Property -42 -26
UK Equity Income -46 -19
UK Gilts -55 11
Targeted Absolute Return -56 6
North America -58 22
Global Emerging Markets Bond - Local Currency -133 1
Corporate Bond -205 2
UK Total 4,091 142

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