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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
Gross Sales
Retail
Repurchases
Institutional
Sales
PEP
Summary
Retail Net
Sales - July 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 |
-33,983,289 |
44,394,199 |
277,689,298 |
72,215,369 |
27,295,174 |
66,206,010 |
7,348,713 |
1,048,516 |
-37,032 |
278,349,896 |
183,827,061 |
| UK
Other Bond |
11,819,255 |
10,256,995 |
106,125,097 |
29,929,385 |
10,881,116 |
7,643,579 |
2,546,607 |
219,435 |
14,149 |
131,372,075 |
48,063,543 |
| North
America |
3,169,611 |
582,399 |
42,506,531 |
3,753,412 |
1,240,959 |
2,075,758 |
23,734,401 |
176,872 |
0 |
70,651,502 |
6,588,441 |
| UK
Corporate Bond |
-10,338,758 |
4,236,753 |
12,633,623 |
11,300,591 |
50,858,579 |
19,162,322 |
-646,518 |
105,952 |
10,798 |
52,506,926 |
34,816,416 |
| Balanced
Managed |
-10,133,970 |
-481,321 |
30,064,924 |
6,989,769 |
12,672,154 |
22,285,057 |
6,102,990 |
368,577 |
-11,698 |
38,706,098 |
29,150,383 |
| Active
Managed |
-789,536 |
2,168,605 |
32,953,582 |
4,783,831 |
596,003 |
3,594,163 |
4,902,700 |
305,131 |
3,987 |
37,662,749 |
10,855,717 |
| UK
Gilt |
550,317 |
56,954 |
24,147,810 |
191,785 |
618,465 |
654,609 |
-83,845 |
0 |
0 |
25,232,747 |
903,348 |
| UK
Equity Income |
-32,900,732 |
-67,756 |
51,994,512 |
20,609,038 |
-8,383,668 |
2,560,169 |
11,183,046 |
62,733 |
-6,359 |
21,893,158 |
23,157,825 |
| Global
Growth |
-12,241,581 |
1,578,651 |
18,910,437 |
17,281,851 |
3,917,736 |
6,206,890 |
4,345,790 |
217,904 |
1,537 |
14,932,382 |
25,286,832 |
| Europe
Including UK |
-2,299,603 |
-436,756 |
11,277,826 |
220,732 |
3,698,908 |
30,292 |
-1,671,584 |
28,707 |
0 |
11,005,547 |
-157,025 |
| UK
Money Market |
10,688,845 |
-354,315 |
-137,916 |
113,084 |
-210,952 |
66,556 |
-1,329,215 |
0 |
391 |
9,010,762 |
-174,285 |
| Specialist |
-842,075 |
1,143,124 |
7,521,306 |
2,417,485 |
-147,398 |
203,626 |
2,192,245 |
1,577 |
-1,727 |
8,724,078 |
3,764,085 |
| Property |
1,669 |
16,000 |
8,230,652 |
150,000 |
-6 |
0 |
0 |
0 |
0 |
8,232,315 |
166,000 |
| Europe
Excluding UK |
-29,304,145 |
5,649,530 |
22,581,567 |
32,189,779 |
15,333,154 |
12,297,392 |
-3,335,881 |
39,382 |
-32,772 |
5,274,695 |
50,143,312 |
| UK
Smaller Companies |
-1,859,413 |
-102,375 |
8,071,266 |
1,532,639 |
137,681 |
434,970 |
-1,758,876 |
18,206 |
-8,770 |
4,590,658 |
1,874,670 |
| Pensions |
766,804 |
0 |
1,013,810 |
0 |
495,090 |
0 |
1,479,861 |
0 |
0 |
3,755,565 |
0 |
| Technology
& Telecommunications |
-4,317,530 |
766,464 |
7,578,846 |
2,116,563 |
63,719 |
28,619 |
-830,211 |
-1,425 |
-2,204 |
2,494,824 |
2,908,018 |
| North
American Smaller Companies |
-559,854 |
13,951 |
1,080,003 |
75,886 |
-9,196 |
-6,786 |
619,013 |
8,390 |
-6,231 |
1,129,966 |
85,210 |
| Index
Bear Funds |
0 |
0 |
973,468 |
0 |
0 |
0 |
0 |
0 |
0 |
973,468 |
0 |
| Global
Emerging Markets |
-489,755 |
-3,449 |
1,056,809 |
19,075 |
-2,743 |
10,886 |
-242,897 |
0 |
200 |
321,414 |
26,712 |
| Cautious
Managed |
-313,878 |
-78,505 |
287,782 |
427,878 |
-753,905 |
2,044,285 |
224,495 |
0 |
0 |
-555,506 |
2,393,658 |
| Global
Equity & Bond |
-445,677 |
4,293 |
-1,080,553 |
67,078 |
-7,880 |
37,767 |
73,618 |
0 |
0 |
-1,460,492 |
109,138 |
| Far
East Including Japan |
-801,503 |
-525,045 |
-1,034,010 |
79,695 |
-196,458 |
1,330 |
-132,023 |
0 |
0 |
-2,163,994 |
-444,020 |
| Japanese
Smaller Companies |
-295,037 |
-83,006 |
-3,152,559 |
-9,472 |
-1,502 |
-15,791 |
0 |
0 |
0 |
-3,449,098 |
-108,269 |
| Global
Equity Income |
-129,293 |
-5,000 |
-3,434,142 |
130,000 |
-49,801 |
0 |
104,340 |
0 |
0 |
-3,508,896 |
125,000 |
| Guaranteed/Protected
Funds |
-1,721,417 |
11,982 |
-4,364,446 |
42,287 |
-262,815 |
146,350 |
0 |
0 |
1,399 |
-6,348,678 |
202,018 |
| European
Smaller Companies |
-2,376,580 |
-55,743 |
-10,921,171 |
59,043 |
-150,241 |
-3,530 |
-230,166 |
0 |
0 |
-13,678,158 |
-230 |
| Latin
America |
-296,835 |
-7,937 |
-15,341,117 |
13,853 |
10,758 |
13,241 |
0 |
0 |
0 |
-15,627,194 |
19,157 |
| UK
Equity & Bond Income |
-20,430,649 |
-1,884,735 |
-216,672 |
3,682,237 |
703,855 |
8,265,084 |
792,749 |
31,924 |
-1,624 |
-19,150,717 |
10,092,886 |
| Far
East Excluding Japan |
-8,136,276 |
2,959 |
-20,947,623 |
339,380 |
-468,372 |
190,672 |
312,023 |
28,990 |
-6,182 |
-29,240,248 |
555,819 |
| Global
Bonds |
-6,227,686 |
430,847 |
-37,896,117 |
2,477,151 |
25,462 |
614,809 |
-1,851,437 |
7,852 |
0 |
-45,949,778 |
3,530,659 |
| Japan |
-1,271,455 |
-52,977 |
-77,254,937 |
238,486 |
-279,886 |
22,510 |
-2,040,656 |
23,669 |
-1,130 |
-80,846,934 |
230,558 |
| TOTAL |
-155,510,026 |
67,174,786 |
490,917,886 |
213,437,886 |
117,623,990 |
154,770,838 |
51,809,282 |
2,692,392 |
-83,268 |
504,841,132 |
437,992,635 |
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