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 2024
"" | BEST SELLING NET RETAIL | WORST SELLING NET RETAIL |
---|---|---|
Q4 2023 | Volatility Managed | UK All Companies |
Q3 2023 | Volatility Managed | UK All Companies |
Q2 2023 | Government Bond | UK All Companies |
Q1 2023 | £ Corporate Bond | UK All Companies |
Q4 2022 | North America | UK All Companies |
Q3 2022 | UK Gilts | UK All Companies |
Q2 2022 | Global Equity Income | £ Corporate Bond |
Q1 2022 | Mixed Investment 40-85% Shares | UK All Companies |