

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 THE NEW TAX
YEAR
Back to Press Release
Summary Sheet
Sector
Summary
Retail
Gross Sales
Retail
Repurchases
Retail
Net Sales
PEP
Summary
Institutional
Sales - April 2001
|
UNITISED
INSURANCE |
IN-HOUSE
INSURANCE |
PENSION
FUNDS
INSTITUTIONAL |
UNCLASSIFIED
INSTITUTIONAL |
TOTAL
INSTITUTIONAL |
| AUTIF
SECTOR |
SALES
GROSS |
REPs |
SALES
NET |
SALES
GROSS |
REPs |
SALES
NET |
SALES
GROSS |
REPs |
SALES
NET |
SALES
GROSS |
REPs |
SALES
NET |
SALES
GROSS |
REPs |
SALES
NET |
| UK
All Companies |
116,486,616 |
19,492,728 |
96,993,888 |
46,962,158 |
25,709,679 |
21,252,479 |
216,874,159 |
97,869,723 |
119,004,436 |
6,071,649 |
3,345,027 |
2,726,622 |
386,394,582 |
146,417,157 |
239,977,425 |
| North
America |
29,085,449 |
22,239,287 |
6,846,162 |
38,709,665 |
20,241,306 |
18,468,359 |
187,477,392 |
14,068,572 |
173,408,820 |
32,844 |
206,404 |
-173,560 |
255,305,350 |
56,755,569 |
198,549,781 |
| Europe
Excluding UK |
53,735,457 |
25,550,272 |
28,185,185 |
47,088,339 |
33,265,187 |
13,823,152 |
96,117,197 |
27,142,766 |
68,974,431 |
393,664 |
7,593,263 |
-7,199,599 |
197,334,657 |
93,551,488 |
103,783,169 |
| Japan |
7,554,927 |
5,517,621 |
2,037,306 |
12,074,048 |
15,140,163 |
-3,066,115 |
70,880,166 |
7,492,163 |
63,388,003 |
13,007,975 |
20,153 |
12,987,822 |
103,517,116 |
28,170,100 |
75,347,016 |
| Europe
Including UK |
24,621,400 |
23,800 |
24,597,600 |
35,227,949 |
277,353 |
34,950,596 |
456,693 |
287,096 |
169,597 |
225,195 |
0 |
225,195 |
60,531,237 |
588,249 |
59,942,988 |
| UK
Corporate Bond |
15,051,623 |
8,227,586 |
6,824,037 |
1,457,871 |
769,217 |
688,654 |
45,133,389 |
5,450,126 |
39,683,263 |
68,216 |
1,043,653 |
-975,437 |
61,711,099 |
15,490,582 |
46,220,517 |
| Global
Growth |
16,468,119 |
10,779,063 |
5,689,056 |
15,136,865 |
6,956,435 |
8,180,430 |
52,227,909 |
19,234,615 |
32,993,294 |
2,580,672 |
3,291,195 |
-710,523 |
86,413,565 |
40,261,308 |
46,152,257 |
| UK
Money Market |
9,506,794 |
2,711,490 |
6,795,304 |
253,903 |
86,258 |
167,645 |
26,609,933 |
3,001,174 |
23,608,759 |
1,227 |
14,399 |
-13,172 |
36,371,857 |
5,813,321 |
30,558,536 |
| Global
Emerging Markets |
4,691,984 |
453,168 |
4,238,816 |
125,601 |
1,079,628 |
-954,027 |
32,597,506 |
6,654,091 |
25,943,415 |
12,171 |
9,197 |
2,974 |
37,427,262 |
8,196,084 |
29,231,178 |
| UK
Equity Income |
22,470,038 |
6,766,648 |
15,703,390 |
1,659,772 |
2,595,282 |
-935,510 |
15,356,336 |
5,259,871 |
10,096,465 |
159,916 |
548,297 |
-388,381 |
39,646,062 |
15,170,098 |
24,475,964 |
| Global
Bonds |
16,093,872 |
6,173,452 |
9,920,420 |
11,440,844 |
10,301,621 |
1,139,223 |
25,376,977 |
12,344,979 |
13,031,998 |
75,289 |
206,475 |
-131,186 |
52,986,982 |
29,026,527 |
23,960,455 |
| Japanese
Smaller Companies |
90,057 |
681,845 |
-591,788 |
24,998 |
65,529 |
-40,531 |
26,126,008 |
3,832,736 |
22,293,272 |
42,001 |
6,004 |
35,997 |
26,283,064 |
4,586,114 |
21,696,950 |
| Far
East Excluding Japan |
6,809,479 |
6,465,753 |
343,726 |
12,678,184 |
13,117,579 |
-439,395 |
39,898,729 |
16,508,038 |
23,390,691 |
12,676 |
2,970,649 |
-2,957,973 |
59,399,068 |
39,062,019 |
20,337,049 |
| UK
Other Bond |
8,973,262 |
701,584 |
8,271,678 |
10,331,979 |
383,338 |
9,948,641 |
1,448,421 |
72,749 |
1,375,672 |
250,766 |
59,727 |
191,039 |
21,004,428 |
1,217,398 |
19,787,030 |
| Specialist |
3,406,069 |
1,519,466 |
1,886,603 |
473,047 |
762,076 |
-289,029 |
4,892,520 |
6,468,183 |
-1,575,663 |
15,558,201 |
231,971 |
15,326,230 |
24,329,837 |
8,981,696 |
15,348,141 |
| European
Smaller Companies |
1,038,219 |
372,867 |
665,352 |
231,526 |
167,397 |
64,129 |
13,041,742 |
4,431,719 |
8,610,023 |
0 |
0 |
0 |
14,311,487 |
4,971,983 |
9,339,504 |
| Global
Equity & Bond |
2,602,180 |
352,125 |
2,250,055 |
0 |
1,016,000 |
-1,016,000 |
6,706,276 |
782,022 |
5,924,254 |
1,653 |
19,414 |
-17,761 |
9,310,109 |
2,169,561 |
7,140,548 |
| Property |
10,134 |
0 |
10,134 |
1,490,161 |
36,200 |
1,453,961 |
0 |
0 |
0 |
0 |
0 |
0 |
1,500,295 |
36,200 |
1,464,095 |
| UK
Equity & Bond |
0 |
0 |
0 |
0 |
0 |
0 |
701,708 |
235,159 |
466,549 |
0 |
0 |
0 |
701,708 |
235,159 |
466,549 |
| Active
Managed |
57,097 |
397,000 |
-339,903 |
307,040 |
21,174 |
285,866 |
654,772 |
31,782 |
622,990 |
4,471 |
245,005 |
-240,534 |
1,023,380 |
694,961 |
328,419 |
| Cautious
Managed |
0 |
0 |
0 |
0 |
0 |
0 |
220,133 |
59,350 |
160,783 |
0 |
0 |
0 |
220,133 |
59,350 |
160,783 |
| Pensions |
0 |
0 |
0 |
0 |
0 |
0 |
8,172 |
0 |
8,172 |
0 |
0 |
0 |
8,172 |
0 |
8,172 |
| Managed
Income |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| Index
Bear Funds |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| Global
Equity Income |
0 |
0 |
0 |
0 |
0 |
0 |
5,000 |
25,000 |
-20,000 |
0 |
0 |
0 |
5,000 |
25,000 |
-20,000 |
| Far
East Including Japan |
1,558,747 |
4,066,808 |
-2,508,061 |
1,634,298 |
218,228 |
1,416,070 |
1,354 |
15,000 |
-13,646 |
585 |
1,307 |
-722 |
3,194,984 |
4,301,343 |
-1,106,359 |
| UK
Gilt |
2,714,960 |
1,982,688 |
732,272 |
32,358,810 |
43,816,755 |
-11,457,945 |
24,771,933 |
16,007,439 |
8,764,494 |
205,651 |
52,797 |
152,854 |
60,051,354 |
61,859,679 |
-1,808,325 |
| UK
Equity & Bond Income |
2,413,941 |
518,309 |
1,895,632 |
131,902 |
2,287,828 |
-2,155,926 |
9,291,300 |
183,759 |
9,107,541 |
6,486 |
11,250,231 |
-11,243,745 |
11,843,629 |
14,240,127 |
-2,396,498 |
| Guaranteed/Protected
Funds |
12,000 |
0 |
12,000 |
90,000 |
3,413,000 |
-3,323,000 |
0 |
0 |
0 |
198,100 |
379,003 |
-180,903 |
300,100 |
3,792,003 |
-3,491,903 |
| North
American Smaller Companies |
3,258,887 |
3,816,683 |
-557,796 |
0 |
0 |
0 |
6,656,451 |
18,815,784 |
-12,159,333 |
378 |
130,742 |
-130,364 |
9,915,716 |
22,763,209 |
-12,847,493 |
| Balanced
Managed |
1,714,374 |
3,868,273 |
-2,153,899 |
4,917,177 |
3,958,000 |
959,177 |
10,174,003 |
23,091,934 |
-12,917,931 |
2,339 |
15,852 |
-13,513 |
16,807,893 |
30,934,059 |
-14,126,166 |
| UK
Smaller Companies |
5,840,760 |
15,509,885 |
-9,669,125 |
1,507,120 |
207,747 |
1,299,373 |
24,809,229 |
27,481,210 |
-2,671,981 |
3,227,564 |
10,267,113 |
-7,039,549 |
35,384,673 |
53,465,955 |
-18,081,282 |
| TOTAL |
356,266,445 |
148,188,401 |
208,078,044 |
276,313,257 |
185,892,980 |
90,420,277 |
938,515,408 |
316,847,040 |
621,668,368 |
42,139,689 |
41,907,878 |
231,811 |
1,613,234,799 |
692,836,299 |
920,398,500 |
Back to 2001 Press Release menu
Back to
UK Business (monthly)
|