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UK Business (monthly)
Embargoed: 12.00 noon: Monday 25 June 2001
RETAIL INVESTORS SLOW TO FOLLOW
INSTITUTIONAL PLAYERS' LEAD
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Summary Sheet
Sector
Summary
Retail
Gross Sales
Retail
Repurchases
Institutional
Sales
PEP
Summary
Retail Net
Sales - May 2001
| AUTIF
SECTOR |
DIRECT
FROM PUBLIC |
INTERMEDIARY |
SALES
FORCE
TIED AGENT |
PRIVATE
CLIENT |
UNCLASSIFIED
ISAs |
TOTAL
NET RETAIL |
| TOTAL |
of
which ISAs |
TOTAL |
of
which ISAs |
TOTAL |
of
which ISAs |
TOTAL |
of
which ISAs |
|
|
of
which ISAs |
| UK
All Companies |
4,266,447 |
52,496,270 |
221,057,192 |
68,847,335 |
70,386,728 |
109,694,346 |
32,373,787 |
1,075,652 |
-27,050 |
328,084,154 |
232,086,554 |
| UK
Other Bond |
21,404,057 |
18,665,166 |
115,719,494 |
46,387,371 |
10,427,068 |
15,017,310 |
-2,546,908 |
705,977 |
-4,895 |
145,003,711 |
80,770,929 |
| Europe
Excluding UK |
16,217,816 |
8,325,448 |
101,957,015 |
24,826,374 |
19,207,976 |
16,858,397 |
-5,919,246 |
349,687 |
-20,847 |
131,463,561 |
50,339,058 |
| UK
Corporate Bond |
-8,641,243 |
6,890,195 |
44,327,503 |
17,535,600 |
49,214,776 |
41,557,569 |
3,479,037 |
304,470 |
-97,710 |
88,380,073 |
66,190,123 |
| North
America |
395,259 |
2,415,516 |
46,446,837 |
5,990,454 |
3,443,733 |
2,331,491 |
12,244,964 |
283,703 |
0 |
62,530,793 |
11,021,164 |
| Balanced
Managed |
-10,601,428 |
704,523 |
27,444,453 |
9,234,678 |
19,831,708 |
48,255,338 |
16,474,948 |
1,067,609 |
-53,617 |
53,149,681 |
59,208,531 |
| Global
Growth |
-8,750,569 |
3,941,048 |
42,064,092 |
22,545,695 |
5,444,385 |
6,159,028 |
11,010,569 |
226,582 |
2,002 |
49,768,477 |
32,874,355 |
| Active
Managed |
1,304,308 |
968,815 |
24,664,470 |
6,969,657 |
923,436 |
9,814,652 |
21,056,842 |
1,397,936 |
4,087 |
47,949,056 |
19,155,146 |
| Technology
& Telecommunications |
591,238 |
2,415,280 |
25,380,890 |
3,737,850 |
100,796 |
167,930 |
573,069 |
-42,140 |
-4,969 |
26,645,993 |
6,273,951 |
| Specialist |
1,760,249 |
2,343,848 |
21,058,194 |
4,597,372 |
-68,853 |
149,877 |
-58,595 |
2,631 |
-8,372 |
22,690,995 |
7,085,355 |
| Global
Bonds |
2,639,389 |
1,772,593 |
14,564,081 |
4,649,977 |
-95,877 |
2,349,443 |
3,780,958 |
85,107 |
0 |
20,888,551 |
8,857,120 |
| UK
Equity Income |
-22,795,637 |
1,605,165 |
35,371,441 |
25,957,634 |
-6,802,157 |
3,866,563 |
6,377,018 |
203,954 |
-324 |
12,150,665 |
31,632,991 |
| Europe
Including UK |
-710,085 |
479,184 |
7,039,741 |
892,409 |
5,790,617 |
24,801 |
-393,290 |
0 |
0 |
11,726,983 |
1,396,394 |
| Property |
41,103 |
41,000 |
9,503,955 |
195,000 |
260 |
0 |
0 |
0 |
0 |
9,545,318 |
236,000 |
| Far
East Excluding Japan |
2,355,121 |
222,351 |
3,051,154 |
586,507 |
45,033 |
194,036 |
-389,346 |
21,622 |
-898 |
5,061,962 |
1,023,618 |
| Pensions |
132,193 |
0 |
1,009,207 |
0 |
252,410 |
0 |
2,070,246 |
0 |
0 |
3,464,056 |
0 |
| Global
Equity & Bond |
-210,887 |
-7,207 |
3,229,576 |
105,919 |
46,440 |
96,919 |
73,618 |
0 |
0 |
3,138,747 |
195,631 |
| Cautious
Managed |
-238,029 |
-19,704 |
1,734,986 |
788,672 |
942,367 |
4,886,712 |
245,063 |
0 |
0 |
2,684,387 |
5,655,680 |
| UK
Money Market |
3,433,835 |
246,910 |
-2,872,811 |
159,975 |
321,347 |
136,594 |
481,287 |
0 |
-2,304 |
1,363,658 |
541,175 |
| Latin
America |
-664,595 |
904 |
1,415,075 |
85,069 |
19,139 |
93,364 |
0 |
0 |
0 |
769,619 |
179,337 |
| European
Smaller Companies |
-567,000 |
137,054 |
644,506 |
299,608 |
-89,738 |
208,413 |
13,292 |
7,367 |
0 |
1,060 |
652,442 |
| Global
Equity Income |
-146,055 |
-1,000 |
-191,580 |
-692 |
-61,115 |
7,070 |
193,037 |
0 |
0 |
-205,713 |
5,378 |
| Japanese
Smaller Companies |
-207,758 |
-43,113 |
-231,540 |
9,129 |
56,589 |
125,861 |
0 |
0 |
0 |
-382,709 |
91,877 |
| Index
Bear Funds |
0 |
0 |
-681,679 |
0 |
0 |
0 |
0 |
0 |
0 |
-681,679 |
0 |
| UK
Gilt |
-1,229,594 |
110,693 |
-1,147,906 |
180,147 |
1,641,597 |
858,924 |
-333,845 |
0 |
0 |
-1,069,748 |
1,149,764 |
| North
American Smaller Companies |
-534,262 |
150,200 |
-1,370,290 |
273,571 |
28,511 |
63,188 |
701,508 |
33,177 |
-5,436 |
-1,174,533 |
514,700 |
| Global
Emerging Markets |
-966,895 |
40,337 |
-1,075,923 |
73,530 |
8,422 |
14,456 |
-219,757 |
2,105 |
597 |
-2,254,153 |
131,025 |
| Guaranteed/Protected
Funds |
-2,119,927 |
40,551 |
-4,637,367 |
37,172 |
-992,283 |
79,350 |
0 |
0 |
-13,796 |
-7,749,577 |
143,277 |
| Far
East Including Japan |
-438,977 |
-275,199 |
-9,135,505 |
204,758 |
-41,294 |
56,225 |
471,128 |
0 |
0 |
-9,144,648 |
-14,216 |
| UK
Equity & Bond Income |
-17,792,051 |
-907,628 |
1,955,083 |
5,748,345 |
1,296,591 |
10,191,984 |
1,732,675 |
339,649 |
3,734 |
-12,807,702 |
15,376,084 |
| UK
Smaller Companies |
-19,794,372 |
763,583 |
5,252,449 |
3,451,484 |
-61,104,129 |
739,883 |
626,426 |
24,553 |
3,761 |
-75,019,626 |
4,983,263 |
| Japan |
-22,980,201 |
352,613 |
-98,933,317 |
538,325 |
-55,115 |
121,297 |
3,012,951 |
31,578 |
-672 |
-118,955,682 |
1,043,141 |
| TOTAL |
-64,848,550 |
103,875,394 |
634,613,476 |
254,908,925 |
120,119,368 |
274,121,018 |
107,131,436 |
6,121,219 |
-226,709 |
797,015,730 |
638,799,847 |
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