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UK Business (monthly)
Embargoed: 12.00 noon: Tuesday 28 August 2001
INVESTMENT FUNDS STATISTICS JULY 2001
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Summary Sheet
Sector Summary
Retail
Repurchases
Retail
Net Sales
Institutional
Sales
PEP
Summary
Retail Gross
Sales - July 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 |
107,760,731 |
73,366,160 |
429,501,798 |
77,782,690 |
136,003,724 |
81,927,066 |
21,363,674 |
1,109,058 |
82,830 |
694,629,927 |
234,267,804 |
| Europe
Excluding UK |
28,528,979 |
11,292,488 |
203,910,934 |
35,477,006 |
26,095,610 |
16,147,775 |
5,155,807 |
48,888 |
3,750 |
263,691,330 |
62,969,906 |
| North
America |
11,967,528 |
2,584,300 |
162,895,695 |
4,685,450 |
6,462,982 |
2,203,913 |
27,589,507 |
194,349 |
0 |
208,915,712 |
9,668,012 |
| UK
Corporate Bond |
19,088,513 |
7,569,086 |
82,920,845 |
13,916,543 |
78,048,246 |
23,086,563 |
6,191,009 |
119,714 |
118,054 |
186,248,613 |
44,809,959 |
| UK
Other Bond |
20,923,563 |
12,278,978 |
128,056,097 |
33,264,578 |
12,106,759 |
8,115,350 |
4,666,728 |
245,676 |
23,080 |
165,753,147 |
53,927,662 |
| UK
Equity Income |
8,929,751 |
2,829,835 |
124,073,213 |
22,424,373 |
7,618,405 |
2,964,619 |
15,143,921 |
72,780 |
1,259 |
155,765,290 |
28,292,866 |
| Global
Growth |
8,124,328 |
4,674,752 |
52,049,737 |
20,471,132 |
15,015,955 |
7,456,343 |
12,143,319 |
254,057 |
3,532 |
87,333,339 |
32,859,817 |
| Balanced
Managed |
6,206,006 |
2,577,499 |
37,507,535 |
7,635,312 |
21,292,497 |
31,798,944 |
15,004,965 |
449,210 |
96,043 |
80,011,003 |
42,557,007 |
| UK
Smaller Companies |
12,732,431 |
681,612 |
40,064,225 |
1,976,936 |
1,493,284 |
470,086 |
2,187,134 |
18,206 |
1,459 |
56,477,074 |
3,148,299 |
| Active
Managed |
831,897 |
2,809,947 |
38,917,703 |
5,069,817 |
884,153 |
4,279,147 |
13,384,198 |
324,758 |
3,987 |
54,017,951 |
12,487,656 |
| UK
Money Market |
31,066,057 |
325,364 |
11,170,488 |
188,621 |
632,119 |
105,335 |
2,334,314 |
0 |
970 |
45,202,978 |
620,289 |
| UK
Gilt |
2,211,737 |
77,747 |
32,266,236 |
193,785 |
2,831,071 |
691,570 |
0 |
0 |
0 |
37,309,044 |
963,102 |
| UK
Equity & Bond Income |
4,453,096 |
1,727,153 |
12,465,194 |
4,298,200 |
13,972,211 |
9,254,875 |
2,153,068 |
31,924 |
1,529 |
33,043,569 |
15,313,682 |
| Global
Bonds |
3,038,018 |
649,318 |
27,434,774 |
2,606,946 |
189,471 |
615,809 |
656,533 |
57,168 |
0 |
31,318,796 |
3,929,241 |
| Specialist |
3,188,989 |
1,867,093 |
24,827,699 |
2,576,527 |
490,569 |
223,191 |
2,379,125 |
1,577 |
0 |
30,886,382 |
4,668,387 |
| Technology
& Telecommunications |
3,006,568 |
1,962,053 |
24,970,248 |
2,416,766 |
65,989 |
112,611 |
870,509 |
52 |
0 |
28,913,314 |
4,491,482 |
| Japan |
2,193,735 |
366,070 |
21,717,921 |
602,803 |
249,998 |
66,271 |
2,202,969 |
28,000 |
102 |
26,364,623 |
1,063,247 |
| North
American Smaller Companies |
658,134 |
65,263 |
20,905,371 |
200,616 |
58,589 |
18,017 |
619,019 |
8,390 |
278 |
22,241,113 |
292,564 |
| Europe
Including UK |
625,189 |
284,998 |
14,170,258 |
274,090 |
5,580,565 |
30,292 |
28,416 |
28,707 |
0 |
20,404,428 |
618,087 |
| Far
East Excluding Japan |
1,682,651 |
314,730 |
9,619,345 |
621,983 |
638,103 |
211,940 |
876,093 |
39,193 |
101 |
12,816,192 |
1,187,947 |
| Global
Emerging Markets |
898,987 |
24,506 |
9,457,079 |
27,271 |
3,064 |
11,856 |
14,210 |
0 |
200 |
10,373,340 |
63,833 |
| Property |
72,645 |
34,000 |
9,898,363 |
150,000 |
260 |
0 |
0 |
0 |
0 |
9,971,268 |
184,000 |
| Pensions |
884,076 |
0 |
1,913,948 |
0 |
839,596 |
0 |
2,184,449 |
0 |
0 |
5,822,069 |
0 |
| Cautious
Managed |
193,637 |
43,481 |
1,312,405 |
472,746 |
1,641,921 |
3,326,006 |
623,085 |
0 |
0 |
3,771,048 |
3,842,233 |
| European
Smaller Companies |
404,694 |
123,688 |
2,824,161 |
130,029 |
14,367 |
5,186 |
6,139 |
0 |
0 |
3,249,361 |
258,903 |
| Guaranteed/Protected
Funds |
123,184 |
58,423 |
1,682,988 |
127,869 |
1,382,945 |
203,679 |
0 |
0 |
2,014 |
3,189,117 |
391,985 |
| Far
East Including Japan |
245,639 |
76,368 |
1,354,088 |
309,374 |
140,039 |
15,739 |
63,472 |
0 |
0 |
1,803,238 |
401,481 |
| Index
Bear Funds |
0 |
0 |
1,104,894 |
0 |
0 |
0 |
0 |
0 |
0 |
1,104,894 |
0 |
| Global
Equity Income |
35,281 |
12,000 |
709,113 |
135,000 |
0 |
0 |
138,331 |
0 |
0 |
882,725 |
147,000 |
| Global
Equity & Bond |
11,995 |
5,908 |
508,253 |
72,570 |
57,448 |
56,095 |
151,663 |
0 |
0 |
729,359 |
134,573 |
| Latin
America |
44,490 |
4,215 |
640,321 |
16,322 |
13,861 |
13,241 |
0 |
0 |
0 |
698,672 |
33,778 |
| Japanese
Smaller Companies |
26,533 |
5,266 |
334,429 |
1,698 |
12,185 |
12,894 |
0 |
0 |
0 |
373,147 |
19,858 |
| TOTAL |
280,159,062 |
128,692,301 |
1,531,185,358 |
238,127,050 |
333,835,986 |
193,424,412 |
138,131,657 |
3,031,707 |
339,187 |
2,283,312,063 |
563,614,657 |
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