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 2021 

BEST SELLING NET RETAIL WORST SELLING NET RETAIL
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
2013 Mixed Investment 20-60% Shares £ Corporate Bond
2012 £ Corporate Bond UK All Companies
2011 Mixed Investment 20-60% Shares 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.