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Embargoed: 12.00pm: Monday 27 March 2000

FEBRUARY ISA SALES SOAR TO OVER A £££ BILLION £££

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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

 

45,604.3

7,457.6

 

27,608.1

4,375.1

 

3,670.7

14,325.6

 

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

 

253,791

60,325

 

11,595.5

440.5

 

6,582.9

973.3

 

1,708.3

3,304.3

 

-532.9

 

14.12

9.50

 

1,775

 

153

 
                                                             
                                                             

1999

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

9.85

 

1,754

 

152

 
 

SEP

 

213,080

55,038

 

3,265.2

146.1

 

2,034.9

318.0

 

233.1

997.3

 

-171.8

 

13.62

9.75

 

1,756

 

152