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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
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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
|
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63,341
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n/a
|
3,346
|
|
|
9,407.4
|
n/a
|
1,324.7
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|
8,880.5
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n/a
|
166.0
|
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|
370.6
|
|
156.4
|
|
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n/a
|
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1,158.7
|
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|
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1993
|
|
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|
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
|
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|
n/a
|
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|
3,042.2
|
|
|
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|
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
|
|
|
|
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1995
|
|
|
|
112,623
|
n/a
|
17,186
|
|
|
18,311.5
|
n/a
|
4,084.3
|
|
|
11,385.9
|
n/a
|
1,017.9
|
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3,846.5
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|
3,079.2
|
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|
n/a
|
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|
3,066.7
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1996
|
|
|
|
131,909
|
n/a
|
25,068
|
|
|
25,801.0
|
n/a
|
7,189.4
|
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|
15,779.3
|
n/a
|
1,520.8
|
|
|
3,760.7
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|
6,261.1
|
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n/a
|
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|
5,668.6
|
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|
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1997
|
|
|
|
157,672
|
n/a
|
36,872
|
|
|
28,887.4
|
n/a
|
9,269.3
|
|
|
8,634.0
|
n/a
|
2,117.4
|
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|
2,778.3
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|
7,475.1
|
|
|
n/a
|
|
|
7,151.9
|
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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
|
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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
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3,082.0
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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
|
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|
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|
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
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|
1999
|
Q1
|
|
|
199,275
|
n/a
|
56,139
|
|
|
12,242.1
|
n/a
|
4,942.2
|
|
|
7,850.1
|
n/a
|
1,405.0
|
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|
74.4
|
|
4,317.8
|
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|
n/a
|
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|
3,537.1
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Q2
|
|
|
214,570
|
1,702
|
57,459
|
|
|
11,750.1
|
1,658.4
|
1,576.3
|
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|
7,257.5
|
6.3
|
1,062.2
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1,037.6
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3,455.3
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1,652.2
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513.9
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Q3
|
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213,080
|
3,882
|
55,038
|
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|
9,379.8
|
1,826.1
|
498.2
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5,869.0
|
25.8
|
934.2
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843.7
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3,297.0
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1,800.4
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-436.1
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Q4
|
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253,806
|
6,921
|
60,325
|
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|
11,595.5
|
2,007.0
|
440.4
|
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6,582.9
|
61.7
|
973.3
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1,708.3
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3,304.3
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1,945.3
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-532.9
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Q1
|
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263,003
|
10,831
|
59,358
|
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|
15,880.4
|
4,139.5
|
694.2
|
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11,199.1
|
144.3
|
1,573.8
|
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-668.0
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5,349.1
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3,995.2
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-879.6
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2000
|
Q2
|
|
|
265,177
|
15,219
|
58,741
|
|
|
13,816.4
|
3,541.0
|
618.0
|
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|
10,109.6
|
162.9
|
1,322.4
|
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-993.7
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4,756.3
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3,361.7
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-704.5
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1999
|
JUL
|
|
|
213,994
|
2,419
|
56,950
|
|
|
3,707.6
|
644.7
|
181.0
|
|
|
2,170.7
|
5.5
|
305.3
|
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|
277.9
|
|
1,258.0
|
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|
639.2
|
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|
-124.3
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AUG
|
|
|
217,790
|
3,162
|
57,608
|
|
|
3,038.1
|
562.0
|
171.2
|
|
|
1,664.5
|
7.2
|
311.0
|
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|
332.7
|
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1,040.9
|
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|
554.9
|
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|
-139.8
|
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SEP
|
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|
213,080
|
3,882
|
55,038
|
|
|
3,265.2
|
619.3
|
146.0
|
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|
2,034.0
|
13.1
|
317.9
|
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233.1
|
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998.1
|
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606.3
|
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-172.0
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OCT
|
|
|
218,830
|
4,717
|
55,856
|
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|
3,518.7
|
660.1
|
134.0
|
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2,059.9
|
14.4
|
274.3
|
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397.4
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1,061.4
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645.6
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-140.3
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NOV
|
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|
238,090
|
6,016
|
58,172
|
|
|
4,729.9
|
743.5
|
162.2
|
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2,595.0
|
24.0
|
395.7
|
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985.9
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1,149.0
|
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719.5
|
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-233.5
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DEC
|
|
|
253,806
|
6,921
|
60,325
|
|
|
3,346.9
|
603.4
|
144.2
|
|
|
1,928.0
|
23.3
|
303.3
|
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325.0
|
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1,093.9
|
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580.1
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-159.1
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JAN
|
|
|
244,111
|
7,324
|
57,676
|
|
|
3,587.3
|
673.5
|
151.7
|
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|
2,991.8
|
27.2
|
368.1
|
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-363.5
|
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958.9
|
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646.4
|
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-216.4
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FEB
| |