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Investing in funds

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.

Latest fund statistics

March 2013

Funds under management £718 billion
Retail sales Net £787 million
Institutional sales Net £391 million


Most recent press release

Friday 3 May  2013

Over £1 billion invested in ISAs via funds in the last tax year
  • ISA net sales through funds of £1.1 billion for tax year 2012/13
  • Funds under management at a new peak of £718 billion
  • Net retail sales of £787 million
  • Mixed Asset was the best-selling asset class with net retail sales of £291 million
  • Tracker funds saw outflow of £137 million from retail investors

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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