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UK Business (monthly)
Embargoed: 12.00 noon: Monday 26 February
2001
BUOYANT INVESTMENT FUND SALES TO START THE YEAR
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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 2001 - Including
PEP and ISA Business
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PERIOD
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VALUE OF FUNDS
£ mn
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of
which ISAs
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of
which PEPs
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GROSS
SALES
£ mn
|
of
which ISAs
|
of
which PEPs^
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REPURCHASES
£ mn
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of
which ISAs
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of
which PEPs
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TOTAL NET
INSTITUTIONAL
£ mn
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TOTAL NET
RETAIL
£ mn
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of
which
ISA Net Sales
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of
which
PEP Net Sales
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1992
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63,341
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n/a
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3,346
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9,407.4
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n/a
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1,324.7
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8,880.5
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n/a
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166.0
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370.6
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156.4
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n/a
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1,158.7
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1993
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94,766
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n/a
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8,132
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18,535.9
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n/a
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3,336.7
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9,527.0
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n/a
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294.5
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4,030.5
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4,978.3
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n/a
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3,042.2
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1994
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#
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91,811
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n/a
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11,952
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19,552.8
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n/a
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4,454.0
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15,705.9
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n/a
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485.6
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-2,229.0
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6,075.9
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n/a
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3,968.4
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1995
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112,623
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n/a
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17,186
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18,311.5
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n/a
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4,084.3
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11,385.9
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n/a
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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
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131,909
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n/a
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25,068
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25,801.0
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n/a
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7,189.4
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15,779.3
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n/a
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1,520.9
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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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1997
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157,672
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n/a
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36,872
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28,887.4
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n/a
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9,269.3
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18,634.0
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n/a
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2,117.4
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2,778.3
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7,475.1
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n/a
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7,151.9
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1998
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182,820
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n/a
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49,508
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39,168.6
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n/a
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10,966.3
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26,675.4
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n/a
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3,325.2
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3,917.1
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8,576.1
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n/a
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7,641.2
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1999
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253,930
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6,921
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60,373
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45,605.1
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5,491.5
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7,458.2
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27,640.2
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93.8
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4,375.1
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3,656.4
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14,308.4
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5,397.8
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3,083.1
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2000
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260,970
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18,369
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56,826
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57,196.3
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11,630.6
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2,405.1
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38,911.7
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719.0
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5,556.0
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324.3
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17,960.4
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10,911.6
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-3,150.9
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1999
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Q1
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199,516
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n/a
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56,157
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12,242.2
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n/a
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4,942.2
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7,850.1
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n/a
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1,405.1
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74.4
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4,317.8
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n/a
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3,537.0
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Q2
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214,764
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1,702
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57,460
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11,756.1
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1,658.4
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1,576.5
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7,332.0
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6.3
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1,062.4
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1,030.1
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3,394.0
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1,652.2
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514.1
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Q3
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213,186
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3,882
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55,038
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10,011.2
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1,826.1
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498.2
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5,875.2
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25.8
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934.2
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843.6
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3,292.3
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1,800.4
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-436.0
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Q4
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253,930
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6,921
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60,373
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11,595.5
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2,007.0
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441.4
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6,582.9
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61.7
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973.3
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1,708.3
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3,304.3
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1,945.2
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-531.9
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2000
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Q1
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262,991
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10,831
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60,562
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16,089.5
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4,139.4
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705.3
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11,247.1
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144.3
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1,603.4
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-597.8
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5,440.6
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3,995.2
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-898.1
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Q2
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268,109
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15,219
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60,117
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14,065.3
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3,529.8
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633.4
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10,190.4
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162.9
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1,349.5
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-986.5
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4,861.5
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3,366.8
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-716.1
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Q3
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272,207
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17,207
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59,161
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14,040.3
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2,044.9
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519.2
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9,424.8
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186.9
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1,364.1
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458.3
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4,157.2
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1,858.0
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-844.8
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Q4
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260,970
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18,369
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56,826
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13,001.2
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1,916.5
|
547.1
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8,049.4
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224.9
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1,239.0
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1,450.3
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3,501.6
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1,691.6
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-691.9
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2000
|
JAN
|
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250,303
|
7,324
|
58,771
|
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3,622.3
|
673.5
|
153.2
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3,005.8
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27.2
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374.4
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-363.5
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980.0
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646.4
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-221.2
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FEB
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257,386
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8,605
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59,143
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4,826.6
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1,072.5
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231.4
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3,779.7
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43.3
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552.8
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-517.0
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1,564.0
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1,029.3
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-321.3
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MAR
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265,991
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10,831
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60,562
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7,640.5
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2,393.4
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320.7
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4,461.7
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73.9
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676.2
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282.2
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2,896.1
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2,319.5
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-355.5
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APR
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257,524
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12,306
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58,953
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5,650.9
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1,831.1
|
227.1
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4,154.6
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55.0
|
421.2
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-949.3
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2,445.5
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1,776.1
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-194.1
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MAY
|
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260,683
|
13,385
|
59,459
|
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4,093.1
|
903.2
|
198.9
|
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2,792.9
|
49.5
|
429.7
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35.5
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