

Back to 2001 Press Release menu
Back to
UK Business (monthly)
Embargoed: 12.00 noon: Tuesday 29 May 2001
INVESTMENT FUND ISAs OFF TO A GOOD START IN NEW TAX
YEAR
Back to Press Release
Summary Sheet
Sector Summary
Retail
Repurchases
Retail
Net Sales
Institutional
Sales
PEP
Summary
Retail Gross
Sales - April 2001
| AUTIF
SECTOR |
DIRECT
FROM PUBLIC |
INTERMEDIARY |
SALES
FORCE
TIED
AGENT |
PRIVATE
CLIENT |
UNCLASSIFIED
ISAs |
TOTAL
GROSS
RETAIL |
| TOTAL |
of
which ISAs |
TOTAL |
of
which ISAs |
TOTAL |
of
which ISAs |
TOTAL |
of
which ISAs |
|
of
which
ISAs |
| UK
All Companies |
268,809,174 |
202,693,816 |
532,548,975 |
177,463,471 |
203,606,215 |
147,613,908 |
71,009,054 |
719,281 |
80,528 |
1,075,973,418 |
528,557,104 |
| Europe
Excluding UK |
61,199,484 |
33,785,916 |
269,860,348 |
79,348,492 |
33,679,557 |
29,273,406 |
7,167,281 |
219,097 |
130,470 |
371,906,670 |
142,741,555 |
| UK
Other Bond |
41,500,146 |
34,343,401 |
201,453,765 |
86,821,075 |
20,313,779 |
18,063,293 |
3,867,997 |
175,198 |
63,782 |
267,135,687 |
139,438,149 |
| UK
Corporate Bond |
43,613,689 |
18,144,258 |
119,111,576 |
35,619,465 |
89,370,096 |
70,808,582 |
10,342,041 |
480,029 |
2,098 |
262,437,402 |
125,054,432 |
| North
America |
21,182,463 |
7,541,925 |
204,410,542 |
11,780,320 |
14,903,866 |
4,667,836 |
19,261,155 |
56,154 |
119 |
259,758,026 |
24,046,354 |
| UK
Equity Income |
16,194,784 |
6,614,476 |
197,324,911 |
52,556,289 |
11,360,461 |
5,272,127 |
18,891,839 |
109,714 |
3,811 |
243,771,995 |
64,551,917 |
| Balanced
Managed |
10,975,674 |
6,017,282 |
56,135,721 |
19,696,835 |
58,400,674 |
119,100,209 |
30,257,562 |
1,250,536 |
144,916 |
155,769,631 |
146,194,862 |
| Global
Growth |
22,812,078 |
18,660,580 |
88,352,062 |
62,444,089 |
27,859,961 |
14,927,399 |
15,932,493 |
310,908 |
4,329 |
154,956,594 |
96,317,261 |
| Specialist |
18,945,760 |
14,621,525 |
117,634,632 |
26,589,211 |
942,977 |
556,803 |
1,570,943 |
30,391 |
48 |
139,094,312 |
41,797,978 |
| Active
Managed |
1,686,516 |
9,196,975 |
55,938,498 |
18,443,303 |
2,267,194 |
20,364,305 |
38,211,768 |
437,737 |
4,291 |
98,103,976 |
48,446,611 |
| UK
Smaller Companies |
6,098,304 |
2,930,423 |
55,163,354 |
11,528,574 |
8,937,342 |
1,423,150 |
3,514,948 |
61,979 |
4,963 |
73,713,948 |
15,949,088 |
| UK
Equity & Bond Income |
8,212,288 |
5,776,434 |
22,586,701 |
13,048,203 |
16,831,395 |
14,522,850 |
1,609,694 |
127,693 |
3,657 |
49,240,078 |
33,478,838 |
| UK
Money Market |
28,047,539 |
2,131,019 |
14,050,393 |
1,402,447 |
895,600 |
180,040 |
2,973,888 |
0 |
1,227 |
45,967,420 |
3,714,734 |
| Japan |
5,334,022 |
1,846,000 |
32,240,789 |
1,879,326 |
308,854 |
241,102 |
2,640,590 |
21,000 |
102 |
40,524,255 |
3,946,130 |
| Global
Bonds |
8,768,956 |
2,352,561 |
22,193,820 |
7,747,436 |
691,050 |
602,079 |
2,019,822 |
26,046 |
0 |
33,673,648 |
10,728,122
|
| Europe
Including UK |
3,355,016 |
1,737,933 |
13,579,339 |
6,116,017 |
15,058,261 |
56,844 |
2,000 |
0 |
0 |
31,994,616 |
7,910,794 |
| Far
East Excluding Japan |
3,857,998 |
1,207,979 |
18,420,664 |
2,106,083 |
3,900,757 |
397,003 |
1,994,080 |
36,597 |
101 |
28,173,499 |
3,747,763 |
| North
American Smaller Companies |
475,794 |
209,770 |
21,950,862 |
534,327 |
145,965 |
73,735 |
79,583 |
30,583 |
328 |
22,652,204 |
848,744 |
| Property |
105,713 |
54,000 |
16,393,235 |
587,000 |
0 |
0 |
0 |
0 |
0 |
16,498,948 |
641,000 |
| UK
Gilt |
708,844 |
380,607 |
8,556,562 |
841,768 |
3,367,959 |
1,555,274 |
158,000 |
0 |
0 |
12,791,365 |
2,777,649 |
| European
Smaller Companies |
1,429,580 |
685,149 |
10,418,658 |
1,964,357 |
158,747 |
110,652 |
22,980 |
0 |
0 |
12,029,965 |
2,760,158 |
| Global
Equity & Bond |
389,681 |
13,324 |
9,414,823 |
246,621 |
316,444 |
179,732 |
219,663 |
0 |
0 |
10,340,611 |
439,677 |
| Pensions |
495,383 |
0 |
1,741,708 |
0 |
228,683 |
0 |
3,096,011 |
0 |
0 |
5,561,785 |
0 |
| Cautious
Managed |
155,372 |
42,061 |
1,896,562 |
1,477,295 |
3,191,646 |
25,654,910 |
0 |
0 |
0 |
5,243,580 |
27,174,266 |
| Global
Emerging Markets |
502,875 |
114,761 |
3,791,310 |
224,768 |
79,379 |
79,465 |
851 |
0 |
100 |
4,374,415 |
405,644 |
| Guaranteed/Protected
Funds |
294,735 |
185,705 |
2,784,874 |
248,803 |
1,291,865 |
365,408 |
0 |
0 |
2,421 |
4,371,474 |
802,337 |
| Far
East Including Japan |
524,371 |
244,927 |
1,931,721 |
1,069,627 |
478,258 |
53,978 |
175,641 |
0 |
0 |
3,109,991 |
1,368,532 |
| UK
Equity & Bond |
104,873 |
127,529 |
0 |
150,178 |
2,335,786 |
2,334,806 |
0 |
0 |
0 |
2,440,659 |
2,612,513 |
| Japanese
Smaller Companies |
84,642 |
36,756 |
1,179,334 |
103,610
|
27,668 |
20,147 |
0 |
0 |
0 |
1,291,644 |
160,512 |
| Managed
Income |
266,648 |
1,993 |
226,436 |
128,844
|
205,959 |
48,404 |
375,749 |
0 |
0 |
1,074,792 |
179,241
|
| Index
Bear Funds |
0 |
0 |
722,250 |
0 |
0 |
0 |
0 |
0 |
0 |
722,250 |
0 |
| Global
Equity Income |
12,509 |
2,000 |
232,104 |
23,408 |
0 |
0 |
217,501 |
0 |
0 |
462,114 |
25,408 |
| TOTAL |
576,144,911 |
371,701,085 |
2,102,246,529 |
622,191,245 |
521,156,398 |
478,547,446 |
235,613,134 |
4,092,943 |
447,290 |
3,435,160,972 |
1,476,980,008 |
Back to 2001 Press Release menu
Back to
UK Business (monthly)
|