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 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 |
|---|---|---|
| 2023 | Volatility Managed | UK All Companies |
| 2022 | Volatility Managed | UK All Companies |
| 2021 | Global | UK Equity Income |
| 2020 | Global | Targeted Absolute Return |
| 2019 | Global | Targeted Absolute Return |
| 2018 | Global | UK All Companies |
| 2017 | £ Strategic Bond | UK All Companies |
| 2016 | Targeted Absolute Return | UK All Companies |
| 2015 | Targeted Absolute Return | UK All Companies |
| 2014 | UK Equity Income | 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.
