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UK Business (monthly)
Embargoed: 12.00pm: Monday 28 February 2000
ISAs' HAPPY NEW YEAR
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Summary
Sheet
Sector
Summary
Retail
Gross Sales
Retail
Repurchases
Retail
Net Sales
Institutional
Sales
ISA
Sales and Repurchases
ISA
Gross Sales
ISA
Repurchases
ISA
Net Sales
Summary of
Unit Trust/OEIC Statistics 1992 to 2000 - Including PEP and ISA
Business
| PERIOD |
|
|
VALUE
OF
FUNDS
£ mn
|
|
of
which
PEPs
|
|
GROSS
SALES
£ mn
|
|
of
which
PEPs^
|
|
REPURCHASES
£ mn
|
|
of
which
PEPs
|
|
TOTAL
NET
INSTITUTIONAL
£ mn
|
|
TOTAL
NET
RETAIL
|
|
of
which
PEP Net Sales^
|
|
|
UNITHOLDER
ACCOUNTS
mn *
|
of
which
PEPs
|
|
NO.
OF
TRUSTS
|
|
|
NO.
OF
CO.s
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1992
|
|
|
|
63,341
|
|
3,346
|
|
9,407.4
|
|
1,324.7
|
|
8,880.5
|
|
166.0
|
|
370.6
|
|
156.4
|
|
1,158.7
|
|
|
4.36
|
n/a
|
|
1,456
|
|
|
151
|
|
|
|
1993
|
|
|
|
94,766
|
|
8,132
|
|
18,535.9
|
|
3,336.7
|
|
9,527.0
|
|
294.5
|
|
4,030.5
|
|
4,978.3
|
|
3,042.2
|
|
|
5.04
|
n/a
|
|
1,528
|
|
|
156
|
|
|
|
1994
|
#
|
|
|
91,811
|
|
11,952
|
|
19,552.8
|
|
4,454.0
|
|
15,705.9
|
|
485.6
|
|
-2,229.0
|
|
6,075.9
|
|
3,968.4
|
|
|
6.11
|
2.94
|
|
1,559
|
|
|
162
|
|
|
|
1995
|
|
|
|
112,623
|
|
17,186
|
|
18,311.5
|
|
4,084.3
|
|
11,385.9
|
|
1,017.9
|
|
3,846.5
|
|
3,079.2
|
|
3,066.7
|
|
|
6.63
|
3.75
|
|
1,633
|
|
|
160
|
|
|
|
1996
|
|
|
|
131,909
|
|
25,068
|
|
25,801.0
|
|
7,189.4
|
|
15,779.3
|
|
1,520.8
|
|
3,760.7
|
|
6,261.1
|
|
5,668.6
|
|
|
8.02
|
5.39
|
|
1,669
|
|
|
161
|
|
|
|
1997
|
|
|
|
157,672
|
|
36,872
|
|
28,887.4
|
|
9,269.3
|
|
18,634.0
|
|
2,117.4
|
|
2,778.3
|
|
7,475.1
|
|
7,151.9
|
|
|
9.60
|
7.31
|
|
1,680
|
|
|
153
|
|
|
|
1998
|
|
|
|
182,820
|
|
49,441
|
|
39,168.6
|
|
10,966.1
|
|
26,675.3
|
|
3,325.0
|
|
3,917.2
|
|
8,576.1
|
|
7,641.2
|
|
|
11.27
|
9.05
|
|
1,739
|
|
|
152
|
|
|
|
1999
|
|
|
|
253,700
|
|
60,325
|
|
45,596.8
|
|
7,457.5
|
|
27,610.6
|
|
4,375.1
|
|
3,670.7
|
|
14,315.7
|
|
3,082.5
|
|
|
14.12
|
9.50
|
|
1,775
|
|
|
153
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1998
|
Q1
|
|
|
180,553
|
|
43,570
|
|
8,878.0
|
|
2,972.7
|
|
6,814.7
|
|
768.4
|
|
-160.3
|
|
2,223.6
|
|
2,204.4
|
|
|
9.92
|
7.82
|
|
1,700
|
|
|
153
|
|
|
| |
Q2
|
|
|
185,698
|
|
46,649
|
|
14,194.3
|
|
3,916.8
|
|
7,237.9
|
|
875.0
|
|
3,561.4
|
|
3,395.0
|
|
3,041.8
|
|
|
10.51
|
8.35
|
|
1,717
|
|
|
153
|
|
|
| |
Q3
|
|
|
158,485
|
|
42,327
|
|
7,980.6
|
|
2,174.6
|
|
6,554.0
|
|
893.9
|
|
-36.8
|
|
1,463.3
|
|
1,280.7
|
|
|
10.84
|
8.86
|
|
1,728
|
|
|
154
|
|
|
| |
Q4
|
|
|
182,820
|
|
49,441
|
|
8,115.7
|
|
1,902.0
|
|
6,068.7
|
|
787.7
|
|
552.9
|
|
1,494.2
|
|
1,114.3
|
|
|
11.27
|
9.05
|
|
1,739
|
|
|
152
|
|
|
|
1999
|
Q1
|
|
|
199,510
|
|
56,157
|
|
12,242.1
|
|
4,942.2
|
|
7,818.0
|
|
1,405.0
|
|
96.7
|
|
4,327.4
|
|
3,537.1
|
|
|
12.19
|
9.80
|
|
1,781
|
|
|
150
|
|
|
| |
Q2
|
|
|
214,644
|
|
57,460
|
|
11,755.5
|
|
1,576.5
|
|
7,332.0
|
|
1,062.4
|
|
1,022.0
|
|
3,401.5
|
|
514.1
|
|
|
13.15
|
9.89
|
|
1,746
|
|
|
152
|
|
|
| |
Q3
|
|
|
213,080
|
|
55,038
|
|
10,011.2
|
|
498.4
|
|
5,875.2
|
|
934.4
|
|
843.7
|
|
3,292.4
|
|
-435.8
|
|
|
13.62
|
9.75
|
|
1,756
|
|
|
152
|
|
|
| |
Q4
|
|
|
253,700
|
|
60,325
|
|
11,588.0
|
|
440.4
|
|
6,585.4
|
|
973.3
|
|
1,708.3
|
|
3,294.4
|
|
-532.9
|
|
|
14.12
|
9.50
|
|
1,775
|
|
|
153
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1999
|
JAN
|
|
|
186,461
|
|
50,667
|
|
2,600.8
|
|
673.6
|
|
2,570.8
|
|
369.3
|
|
-400.7
|
|
430.8
|
|
304.3
|
|
|
11.70
|
9.14
|
|
1,745
|
|
|
152
|
|
|
| |
FEB
|
|
|
190,225
|
|
52,471
|
|
3,227.6
|
|
1,095.5
|
|
2,495.1
|
|
467.6
|
|
-131.6
|
|
864.1
|
|
627.9
|
|
|
11.70
|
9.29
|
|
1,750
|
|
|
152
|
|
|
| |
MAR
|
|
|
199,510
|
|
56,157
|
|
6,413.7
|
|
3,173.1
|
|
2,752.1
|
|
568.0
|
|
629.0
|
|
3,032.5
|
|
2,605.0
|
|
|
12.19
|
9.80
|
|
1,781
|
|
|
150
|
|
|
| |
APR
|
|
|
209,782
|
|
58,550
|
|
4,735.5
|
|
1,162.4
|
|
2,408.2
|
|
405.5
|
|
644.6
|
|
1,682.8
|
|
756.9
|
|
|
12.85
|
9.95
|
|
1,779
|
|
|
151
|
|
|
| |
MAY
|
|
|
204,995
|
|
57,184
|
|
3,151.2
|
|
215.2
|
|
2,246.3
|
|
344.9
|
|
149.1
|
|
755.8
|
|
-129.6
|
|
|
12.98
|
9.94
|
|
1,756
|
|
|
152
|
|
|
| |
JUN
|
|
|
214,644
|
|
57,460
|
|
3,868.8
|
|
198.9
|
|
2,677.5
|
|
312.0
|
|
228.3
|
|
962.9
|
|
-113.2
|
|
|
13.15
|
9.89
|
|
1,746
|
|
|
152
|
|
|
| |
JUL
|
|
|
213,994
|
|
56,950
|
|
3,707.6
|
|
181.0
|
|
2,170.7
|
|
305.3
|
|
277.9
|
|
1,259.0
|
|
-124.2
|
|
|
13.28
|
9.87
|
|
1,768
|
|
|
152
|
|
|
| |
AUG
|
|
|
217,799
|
|
57,608
|
|
3,038.4
|
|
171.3
|
|
1,669.4
|
|
311.1
|
|
332.7
|
|
1,036.1
|
|
-139.8
|
|
|
13.48
| |