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UK Business (monthly)
Embargoed: 12.00pm: Monday 31 July 2000
RETAIL INVESTORS GO STATESIDE...
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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^
|
|
|
|
|
|
|
|
|
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|
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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
|
|
|
|
|
|
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|
|
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|
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|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1998
|
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
|
57,459
|
|
|
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
|
|
|
|
|
Q1
|
|
|
262,279
|
10,831
|
59,358
|
|
|
15,880.4
|
4,139.5
|
694.2
|
|
|
11,199.1
|
144.3
|
1,573.8
|
|
|
-668.0
|
|
5,349.1
|
|
|
3,995.2
|
|
|
-879.6
|
|
|
|
2000
|
Q2
|
|
|
265,081
|
15,219
|
58,741
|
|
|
13,816.4
|
3,541.0
|
616.2
|
|
|
10,118.2
|
162.9
|
1,322.4
|
|
|
-1,032.3
|
|
4,730.5
|
|
|
3,361.7
|
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|
-706.1
|
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|
1999
|
JUN
|
|
|
214,570
|
1,702
|
57,459
|
|
|
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
|
|
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|
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
|
|
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|
JAN
|
|
|
244,082
|
7,324
|
57,676
|
|
|
3,587.3
|
673.5
|
151.7
|
|
|
2,991.8
|
27.2
|
368.1
|
|
|
-363.5
|
|
958.9
|
|
|
646.4
|
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|
-216.4
|
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FEB
|
| |