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Embargoed: 12.00 noon: Monday 26 March 2001

INDUSTRY FIGURES FOR FEBRUARY SHOW THAT INVESTORS ARE KEEPING THEIR NERVE

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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

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

1,520.9

 

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

10,966.3

 

26,675.4

n/a

3,325.2

 

3,917.1

8,576.1

 

n/a

7,641.2

1999

 

253,930

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

 

2000

 

260,970

18,369

56,826

 

57,196.3

11,630.6

2,405.1

 

38,911.7

719.0

5,556.0

 

324.3

17,960.4

 

10,911.6

 

-3,150.9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1999

Q1

 

199,516

n/a

56,157

 

12,242.2

n/a

4,942.2

 

7,850.1

n/a

1,405.1

 

74.4

4,317.8

 

n/a

3,537.0

 

Q2

 

214,764

1,702

57,460

 

11,756.1

1,658.4

1,576.5

 

7,332.0

6.3

1,062.4

 

1,030.1

3,394.0

 

1,652.2

514.1

 

Q3

 

213,186

3,882

55,038

 

10,011.2

1,826.1

498.2

 

5,875.2

25.8

934.2

 

843.6

3,292.3

 

1,800.4

-436.0

 

Q4

 

253,930

6,921

60,373

 

11,595.5

2,007.0

441.4

 

6,582.9

61.7

973.3

 

1,708.3

3,304.3

 

1,945.2

-531.9

2000

Q1

 

262,991

10,831

60,562

 

16,089.5

4,139.4

705.3

 

11,247.1

144.3

1,603.4

 

-597.8

5,440.6

 

3,995.2

-898.1

 

Q2

 

268,109

15,219

60,117

 

14,065.3

3,529.8

633.4

 

10,190.4

162.9

1,349.5

 

-986.5

4,861.5

 

3,366.8

-716.1

 

Q3

 

272,207

17,207

59,161

 

14,040.3

2,044.9

519.2

 

9,424.8

186.9

1,364.1

 

458.3

4,157.2

 

1,858.0

-844.8

 

Q4

 

260,970

18,369

56,826

 

13,001.2

1,916.5

547.1

 

8,049.4

224.9

1,239.0

 

1,450.3

3,501.6

 

1,691.6

-691.9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2000

FEB

 

257,403

8,605

59,143

 

4,826.6

1,072.5

231.4

 

3,779.7

43.3

552.8

 

-517.0

1,564.0

 

1,029.3

-321.3

 

MAR

 

265,991

10,831

60,562

 

7,640.5

2,393.4

320.7

 

4,461.7

73.9

676.2

 

282.2

2,896.1

 

2,319.5

-355.5

 

APR

 

257,524

12,306

58,953

 

5,650.9

1,831.1

227.1

 

4,154.6

55.0

421.2

 

-949.3

2,445.5

 

1,776.1

-194.1

 

MAY

 

260,683

13,385

59,459

 

4,093.1

903.2

198.9

 

2,792.9

49.5

429.7

 

35.5

1,264.7

 

853.7

-230.8

 

JUN

 

268,109

15,219

60,117

 

4,321.3

795.5

207.4

 

3,242.8

58.4

498.6

 

-72.8

1,151.3

 

737.0

-291.1

 

JUL

 

268,228

15,563

59,802

 

4,524.8

703.2

160.8

 

2,611.3

60.0

455.0

 

661.9

1,251.8

 

643.2

-294.1

 

AUG

 

281,838

16,901

61,763

 

4,649.7

659.7

190.0

 

3,099.7

61.5

483.5

 

46.7

1,502.3

 

598.2

-293.5

 

SEP

 

272,207

17,207