Back to 2000 Press Release menu
Back to UK Business (monthly)

Embargoed: 12.00pm:   Monday 21 August 2000

SUMMER SALES SHOW US TO BE SAVERS NOT SPENDERS
Unit Trust and OEIC Sales Figures for July

Back to Press Release

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

 

8,634.0

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

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

 

263,003

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

 

265,177

15,219

58,741

 

13,816.4

3,541.0

618.0

 

10,109.6

162.9

1,322.4

 

-993.7

4,756.3

 

3,361.7

-704.5

 

             

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

             

             

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

             

1999

JUL

 

213,994

2,419

56,950

 

3,707.6

644.7

181.0

 

2,170.7

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

 

244,111

7,324

57,676

 

3,587.3

673.5

151.7

 

2,991.8

27.2

368.1

 

-363.5

958.9

 

646.4

-216.4

 

             

 

FEB