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: February 2024
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
| "" | BEST SELLING NET RETAIL | WORST SELLING NET RETAIL |
|---|---|---|
| Feb 2024 | North America | Short Term Money Market |
| Jan 2024 | Short Term Money Market | UK All Companies |
| Dec 2023 | Short Term Money Market | UK All Companies |
| Nov 2023 | UK Gilts | UK All Companies |
| Oct 2023 | Short Term Money Market | UK All Companies |
| Sep 2023 | UK Gilts | UK All Companies |
| Aug 2023 | Global | UK All Companies |
| Jul 2023 | Volatility Managed | UK All Companies |
| Jun 2023 | UK Gilts | UK All Companies |
| May 2023 | Government Bond | UK All Companies |
| Apr 2023 | Short Term Money Market | UK All Companies |
| Mar 2023 | Short Term Money Market | UK All Companies |
| Feb 2023 | North America | 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.
