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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

September 2014

Funds under management £813 billion
Net Retail sales £702 million
Net Institutional sales £796 million


Most recent press release

Tuesday 28 October 2014

UK equity income sector strongest seller for fourth consecutive month

  • Net retail sales were £702 million, the lowest since January 2013
  • UK Equity Income remained the best-selling IMA sector for fourth consecutive month with net retail sales of £606 million
  • UK All Companies saw a net retail outflow of £852m the largest outflow ever

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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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