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Fund statistics

The IMA publishes industry-wide statistics about fund sales and funds under management for UK authorised unit trusts and open ended investment companies (OEICS), as well for some recognised Offshore Funds.

Fund statistics for members

IMA full members have fuller access to IMA fund statistics through ECHOweb. ECHOweb enables members to carry out their own detailed analysis of industry trends, including their market share and ranking across IMA sectors and distribution channels. For more information, send an email to IMA statistics.

Latest fund statistics

October 2014

Funds under management £819 billion
Net Retail sales £2.0 billion
Net Institutional sales £453 million


Most recent press release

Wednesday 26 November 2014

UK Equity Income best-selling IMA sector for fifth month

  • Net retail sales rose to £2.0 billion from £728 million in September
  • Equity returned as the best-selling asset class with net retail sales of £981 million
  • UK Equity Income continued to be the best-selling IMA sector for the fifth consecutive months with net retail sales of £729 million
  • Tracker funds saw record net retail sales at £590 million

More

Full figures

More detailed tables and the archive of figures released in the last five years.

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Overview

Click on the links below to see the IMA’s latest figures brought to life in graph and table format.

Funds under management

FUM chart image  Latest monthly, quarterly and annual figures for the UK fund industry - showing how much is invested in different classes.


Retail sales

Retail sales chart image  Latest net retail sales figures - monthly, quarterly and annually for the last ten years.


Statistics by Sector

Total funds under management and retails sales by sector, plus best selling IMA sectors and the best and worst selling sectors over the last ten years.

Offshore funds

Latest figures for overseas domiciled funds.

Monthly company rankings

Latest fund for monthly company rankings.

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