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Embargoed: 12.00pm: Tuesday 2 May 2000

MARKET VOLATILITY TO DAMPEN INVESTORS' ENTHUSIASM AS BEST MONTH EVER SALES FIGURES RECORDED

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Summary Sheet
Sector Summary
Retail Gross Sales
Retail Repurchases
Retail Net Sales
Institutional Sales
PEP Summary

Summary of Unit Trust/OEIC Statistics 1992 to 2000 - Including PEP and ISA Business

PERIOD

 

VALUE OF
FUNDS
£ mn

of
which
ISAs

of
which
PEPs

   

GROSS
SALES
£ mn

of
which
ISAs

of
which
PEPs^

   

REPURCHASES
£ mn

of
which
ISAs

of
which
PEPs

   

TOTAL NET
INSTITUTIONAL
£ mn

 

TOTAL NET
RETAIL
£ mn

   

of
which
ISA Net Sales

   

of
which
PEP Net Sales^

   
                           
                           

1992

   

63,341

n/a

3,346

 

9,407.4

n/a

1,324.7

 

8,880.5

n/a

166.0

 

370.6

156.4

 

n/a

1,158.7

 

1993

   

94,766

n/a

8,132

 

18,535.9

n/a

3,336.7

 

9,527.0

n/a

294.5

 

4,030.5

4,978.3

 

n/a

3,042.2

 

1994

#

 

91,811

n/a

11,952

 

19,552.8

n/a

4,454.0

 

15,705.9

n/a

485.6

 

-2,229.0

6,075.9

 

n/a

3,968.4

 

1995

   

112,623

n/a

17,186

 

18,311.5

n/a

4,084.3

 

11,385.9

n/a

1,017.9

 

3,846.5

3,079.2

 

n/a

3,066.7

 

1996

   

131,909

n/a

25,068

 

25,801.0

n/a

7,189.4

 

15,779.3

n/a

1,520.8

 

3,760.7

6,261.1

 

n/a

5,668.6

 

1997

   

157,672

n/a

36,872

 

28,887.4

n/a

9,269.3

 

18,634.0

n/a

2,117.4

 

2,778.3

7,475.1

 

n/a

7,151.9

 

1998

   

182,820

n/a

49,441

 

39,168.6

n/a

10,966.1

 

26,675.3

n/a

3,325.0

 

3,917.2

8,576.1

 

n/a

7,641.2

 

1999

   

253,806

6,921

60,325

 

45,604.3

5,491.5

7,457.1

 

27,559.5

93.8

4,374.7

 

3,664.0

14,374.4

 

5,397.9

 

3,082.0

 
                                                         
                                                         

1998

Q2

 

185,698

n/a

46,649

 

14,194.3

n/a

3,916.8

 

7,237.9

n/a

875.0

 

3,561.4

3,395.0

 

n/a

3,041.8

 
 

Q3

 

158,485

n/a

42,327

 

7,980.6

n/a

2,174.6

 

6,554.0

n/a

893.9

 

-36.8

1,463.3

 

n/a

1,280.7

 
 

Q4

 

182,820

n/a

49,441

 

8,115.7

n/a

1,902.0

 

6,068.7

n/a

787.7

 

552.9

1,494.2

 

n/a

1,114.3

 

1999

Q1

 

199,275

n/a

56,139

 

12,242.1

n/a

4,942.2

 

7,850.1

n/a

1,405.0

 

74.4

4,317.8

 

n/a

3,537.1

 
 

Q2

 

214,570

1,702

57,460

 

11,750.1

1,658.4

1,576.3

 

7,257.5

6.3

1,062.2

 

1,037.6

3,455.3

 

1,652.2

513.9

 
 

Q3

 

213,080

3,882

55,038

 

9,379.8

1,826.1

498.2

 

5,869.0

25.8

934.2

 

843.7

3,297.0

 

1,800.4

-436.1

 
 

Q4

 

253,806

6,921

60,325

 

11,595.5

2,007.0

440.4

 

6,582.9

61.7

973.3

 

1,708.3

3,304.3

 

1,945.3

-532.9

 

2000

Q1

 

261,969

10,831

59,298

 

16,571.3

4,139.5

696.3

 

11,797.4

144.3

1,581.4

 

-591.0

5,364.8

 

3,995.2

-885.1

 
                                                         
                                                         

1999

MAR

 

199,275

n/a

56,139

 

6,411.0

n/a

3,172.6

 

2,741.4

n/a

568.0

 

630.4

3,039.2

 

n/a

2,604.7

 
 

APR

 

209,546

561

58,532

 

4,734.0

556.2

1,162.3

 

2,403.3

1.4

405.5

 

655.2

1,675.4

 

554.8

756.8

 
 

MAY

 

204,860

1,027

57,168

 

3,147.7

513.4

215.2

 

2,180.4

2.0

344.8

 

150.9

816.4

 

511.4

-129.7

 
 

JUN

 

214,570

1,702

57,460

 

3,868.9

588.9

198.8

 

2,673.8

2.9

312.0

 

231.5

963.5

 

585.9

-113.2

 
 

JUL

 

213,961

2,419

56,950

 

3,076.5

644.7

181.0

 

2,170.5

5.5

305.3

 

277.9

1,258.0

 

639.2

-124.3

 
 

AUG

 

217,790

3,162

57,608

 

3,038.1

562.0

171.2

 

1,664.5

7.2

311.0

 

332.7

1,040.9

 

554.9

-139.8

 
 

SEP

 

213,080

3,882

55,038

 

3,265.2

619.3

146.0

 

2,034.0

13.1

317.9

 

233.1

998.1

 

606.3

-172.0

 
 

OCT

 

218,830

4,717

55,856

 

3,518.7

660.1

134.0

 

2,059.9

14.4

274.3

 

397.4

1,061.4

 

645.6

-140.3

 
 

NOV

 

238,090

6,016

58,172

 

4,729.9

743.5

162.2

 

2,595.0

24.0

395.7

 

985.9

1,149.0

 

719.5

-233.5

 
 

DEC

 

253,806

6,921

60,325

 

3,346.9

603.4

144.2

 

1,928.0

23.3

303.3

 

325.0

1,093.9

 

580.1

-159.1

 
 

JAN

 

244,082

7,324

57,676

 

3,584.4

673.5

152.4

 

2,990.3

27.2

368.3

 

-364.5

958.5

 

646.4

-215.9

 
 

FEB

 

254,549

8,605

58,057

 

4,776.6

1,072.5

227.6

 

3,770.8

43.3

545.5

 

-531.1

1,536.9

 

1,029.3

-317.9

 

2000

MAR

 

261,969

10,831

59,298

 

8,210.3

2,393.4

316.3

 

5,036.3

73.9

667.6

 

304.6

2,869.4

 

2,319.5

-351.3

 
                                                         

Note : Net ISA investment in 1st Quarter to 5th April 2000 was £4,992 million

Note - Each month small revisions to figures may have been made since previous press release. This reflects additional information received.

* Unitholder accounts do not represent actual number of investors. Double counting occurs where an investor holds

more than one unit trust from one or more unit trust manager.

# Repurchases and Net Sales figures for August 1994 adjusted for dissinvestment of Standard Life Trust management withdrawal of UK Larger Companies Trust.

^ PEP sales post April 1999 refer to transfers.

 

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© IMA 2002. Last Updated: 20 April, 2001