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

Embargoed: 12.00 noon: Wednesday 20 December 2000

INVESTORS "GOING FOR GROWTH"

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

 

 

18,634.0

n/a

2,117.4

 

 

2,778.3

 

7,475.1

 

 

n/a

 

 

7,151.9

 

 

1998

 

 

182,820

n/a

49,508

 

 

39,168.6

n/a

10,966.1

 

 

26,675.3

n/a

3,325.2

 

 

3,917.2

 

8,576.1

 

 

n/a

 

 

7,641.2

 

 

1999

 

 

253,806

6,921

60,373

 

 

45,605.1

5,491.5

7,458.2

 

 

27,640.2

93.8

4,375.1

 

 

3,656.4

 

14,308.4

 

 

5,397.8

 

 

3,083.1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1998

Q4

 

 

182,820

n/a

49,508

 

 

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

60,373

 

 

11,595.5

2,007.0

440.4

 

 

6,582.9

61.7

973.3

 

 

1,708.3

 

3,304.3

 

 

1,945.2

 

 

-532.9

 

 

 

Q1

 

 

262,991

10,831

59,503

 

 

15,944.3

4,139.4

697.8

 

 

11,193.4

144.3

1,578.8

 

 

-598.3

 

5,349.1

 

 

3,995.2

 

 

-881.2

 

 

 

Q2

 

 

265,200

15,219

58,970

 

 

13,901.6

3,541.0

627.7

 

 

10,110.4

162.9

1,322.4

 

 

-986.6

 

4,777.8

 

 

3,361.7

 

 

-694.8

 

 

2000

Q3

 

 

269,210

17,207

58,244

 

 

13,917.0

2,044.9

512.0

 

 

9,366.2

186.9

1,326.6

 

 

455.6

 

4,095.3

 

 

1,858.0

 

 

-814.5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1999

NOV

 

 

238,209

6,016

58,211

 

 

4,729.9

743.5

162.6

 

 

2,595.0

24.0

395.7

 

 

985.9

 

1,149.0

 

 

719.5

 

 

-233.0

 

 

 

DEC

 

 

253,806

6,921

60,373

 

 

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

57,729

 

 

3,587.3

673.5

152.3

 

 

2,991.8

27.2

368.1

 

 

-363.5

 

958.9

 

 

646.4

 

 

-215.9

 

 

 

FEB

 

 

254,620

8,605

58,124

 

 

4,783.1

1,072.5

228.5

 

 

3,764.3

43.3

545.3

 

 

-517.0

 

1,535.8

 

 

1,029.3

 

 

-316.8

 

 

 

MAR

 

 

262,991

10,831

59,503

 

 

7,573.9

2,393.4

317.0

 

 

4,437.3

73.9

665.4

 

 

282.2

 

2,854.4

 

 

2,319.5

 

 

-348.5

 

 

 

APR

 

 

254,742

12,306

57,916

 

 

5,579.1

1,831.1

224.8

 

 

4,133.9

55.0

413.4

 

 

-949.3

 

2,394.4

 

 

1,776.1

 

 

-188.7

 

 

 

MAY

 

 

257,778

13,394

58,422

 

 

4,036.2

914.4

197.4

 

 

2,755.0

65.8

420.2

 

 

35.5

 

1,245.8

 

 

848.6

 

 

-222.8

 

 

 

JUN

 

 

265,200

15,219

58,970

 

 

4,286.3

795.5

205.5

 

 

3,221.5

58.4

488.8

 

 

-72.8

 

1,137.6

 

 

737.0

 

 

-283.3

 

 

 

JUL

 

 

265,280

15,563

58,657

 

 

4,488.9

703.2

159.9

 

 

2,589.7

60.0

447.5

 

 

661.9

 

1,237.3

 

 

643.2

 

 

-287.6

 

 

 

AUG

 

 

279,765

16,901

60,714

 

 

4,608.0

659.7

187.2