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: December 2024

"" BEST SELLING NET RETAIL WORST SELLING NET RETAIL
Q4 2024 Volatility Managed UK All Companies
Q3 2024 Corporate Bond UK All Companies
Q2 2024 Global UK All Companies
Q1 2024 Global UK All Companies
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

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.