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PERIOD |
VALUE
OF FUNDS |
of which ISAs |
of which PEPs |
GROSS SALES £ mn |
of which ISAs |
of which PEPs^ |
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REPURCHASES £ mn |
of which ISAs |
of which PEPs |
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TOTAL NET INSTITUTIONAL £ mn |
TOTAL NET RETAIL £ mn |
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of which ISA Net Sales |
of which PEP Net Sales^ |
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| 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 | 3,066.4 | ||||||
| 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 | 157,620 | n/a | 36,864 | 28,882.1 | n/a | 9,267.9 | 18,611.3 | n/a | 2,117.3 | 2,796.5 | 7,474.3 | n/a | 7,150.7 | ||||||
| 1998 | 182,765 | n/a | 49,481 | 39,155.6 | n/a | 10,949.4 | 26,657.1 | n/a | 3,323.4 | 3,931.8 | 8,566.7 | n/a | 7,625.9 | ||||||
| 1999 | 253,729 | 6,921 | 60,339 | 45,527.9 | 3,833.1 | 7,453.5 | 27,626.7 | 87.5 | 4,374.6 | 3,643.9 | 14,257.3 | 5,397.8 | 3,078.9 | ||||||
| 2000 | 260,982 | 18,369 | 56,826 | 57,114.5 | 11,703.7 | 2,404.4 | 38,870.0 | 719.0 | 5,554.4 | 357.2 | 17,887.4 | 10,984.7 | -3,150.0 | ||||||
| 1999 | Q3 | 213,055 | 3,882 | 55,008 | 9,989.0 | 1,826.1 | 498.2 | 5,872.1 | 25.8 | 934.2 | 837.4 | 3,279.6 | 1,800.4 | -436.0 | |||||
| Q4 | 253,729 | 6,921 | 60,339 | 11,557.8 | 2,007.0 | 441.4 | 6,579.4 | 61.7 | 973.3 | 1,702.8 | 3,275.6 | 1,945.2 | -531.9 | ||||||
| 2000 | Q1 | 265,821 | 10,831 | 60,521 | 16,080.0 | 4,139.4 | 705.1 | 11,216.6 | 144.3 | 1,603.3 | -574.7 | 5,438.1 | 3,995.2 | -898.2 | |||||
| Q2 | 267,863 | 15,219 | 60,077 | 14,049.2 | 3,602.9 | 633.4 | 10,194.6 | 162.9 | 1,348.8 | -987.0 | 4,841.7 | 3,439.9 | -715.4 | ||||||
| Q3 | 271,949 | 17,207 | 59,121 | 13,993.8 | 2,044.9 | 519.1 | 9,415.1 | 186.9 | 1,364.0 | 449.5 | 4,129.2 | 1,858.0 | -844.9 | ||||||
| Q4 | 260,982 | 18,369 | 56,826 | 12,991.5 | 1,916.5 | 546.8 | 8,043.7 | 224.9 | 1,238.3 | 1,469.4 | 3,478.4 | 1,691.6 | -691.5 | ||||||
| 2001 | Q1 | 244,810 | 18,761 | 51,936 | 13,894.6 | 2,715.0 | 501.8 | 9,250.7 | 363.9 | 1,326.2 | 1,193.2 | 3,450.8 | 2,350.9 | -824.4 | |||||
| Q2 | 252,995 | 21,271 | 51,970 | 14,334.3 | 2,795.2 | 542.3 | 11,624.5 | 300.3 | 1,050.7 | -656.5 | 3,366.2 | 2,494.8 | -508.4 | ||||||
| 2000 | JUL | 267,503 | 15,563 | 59,762 | 4,492.7 | 703.2 | 160.8 | 2,599.2 | 60.0 | 455.0 | 659.1 | 1,234.4 | 643.2 | -294.1 | |||||
| AUG | 281,101 | 16,901 | 61,722 | 4,612.8 | 659.7 | 190.0 | 3,095.3 | 61.5 | 483.5 | 43.5 | 1,473.9 | 598.2 | -293.5 | ||||||
| SEP | 271,949 | 17,207 | 59,121 | 4,852.0 | 682.0 | 168.4 | 3,710.9 | 65.4 | 425.6 | -253.1 | 1,394.2 | 616.6 | -257.3 | ||||||
| OCT | 269,456 | 17,512 | 58,964 | 4,415.3 | 699.8 | 146.9 | 2,550.9 | 66.7 | 405.5 | 468.1 | 1,396.3 | 633.1 | -258.6 | ||||||
| NOV | 259,574 | 17,575 | 56,338 | 4,498.6 | 668.5 | 180.3 | 2,824.8 | 90.0 | 501.1 | 579.0 | 1,094.8 | 578.5 | -320.8 | ||||||
| DEC | 260,982 | 18,369 | 56,826 | 4,077.6 | 548.2 | 219.6 | 2,668.0 | 68.2 | 331.6 | 422.3 | 987.3 | 480.0 | -112.1 | ||||||
| JAN | 269,371 | 19,308 | 57,264 | 4,456.7 | 637.1 | 155.8 | 2,638.7 | 120.1 | 425.8 | 750.7 | 1,067.4 | 517.0 | -270.0 | ||||||
| FEB | 257,502 | 19,065 | 55,044 | 3,768.4 | 761.7 | 174.2 | 3,039.0 | 114.8 | 426.1 | -323.3 | 1,052.7 | 646.8 | -251.9 | ||||||
| MAR | 244,810 | 18,761 | 51,936 | 5,669.5 | 1,316.2 | 171.8 | 3,573.0 | 129.0 | 474.3 | 765.8 | 1,330.7 | 1,187.1 | -302.5 | ||||||
| APR | 260,044 | 21,137 | 53,971 | 5,060.8 | 1,476.9 | 166.0 | 2,165.4 | 84.3 | 300.7 | 977.8 | 1,917.5 | 1,392.6 | -134.7 | ||||||
| MAY | 259,483 | 21,443 | 53,448 | 4,428.0 | 746.5 | 167.1 | 2,837.9 | 107.7 | 349.5 | 782.8 | 807.3 | 638.7 | -182.4 | ||||||
| JUN | 252,995 | 21,271 | 51,970 | 4,845.5 | 571.8 | 209.2 | 6,621.2 | 108.3 | 400.5 | -2,417.1 | 641.4 | 463.5 | -191.3 | ||||||
| 2001 | JUL | 245,751 | 21,061 | 50,286 | 4,591.7 | 563.6 | 162.5 | 2,917.7 | 125.6 | 426.9 | 1,169.1 | 504.8 | 437.9 | -264.4 | |||||
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Note : Net ISA investment in 1st Quarter to 5th April 2001 was £2,984 million Note - Each month small revisions to figures may have been made since previous press release. This reflects additional information received. * Unitholder accounts do not represent actual number of investors. Double counting occurs where an investor holds more than one unit trust from one or more unit trust manager. # Repurchases and Net Sales figures for August 1994 adjusted for dissinvestment of Standard Life Trust management withdrawal of UK Larger Companies Trust. ^ PEP sales post April 1999 refer to transfers. |
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