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: January 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
| Ôªø"" | BEST SELLING NET RETAIL | WORST SELLING NET RETAIL |
|---|---|---|
| Jan 2025 | Volatility Managed | UK All Companies |
| Dec 2024 | North America | UK All Companies |
| Nov 2024 | Short Term Money Market | Mixed Investment 20-60% Shares |
| Oct 2024 | Volatility Managed | Global |
| Sep 2024 | Corporate Bond | UK All Companies |
| Aug 2024 | Government Bond | UK All Companies |
| Jul 2024 | Short Term Money Market | UK All Companies |
| Jun 2024 | Short Term Money Market | Global Emerging Markets Bond - Local Currency |
| May 2024 | Short Term Money Market | UK All Companies |
| Apr 2024 | Global | UK All Companies |
| Mar 2024 | Global | UK All Companies |
| Feb 2024 | North America | Short Term Money Market |
| Jan 2024 | Short Term Money Market | UK All Companies |
Notes
- 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.
