

Back to 2001 Press Release menu
Back to
UK Business (monthly)
Embargoed: 12.00 noon: Monday 26 November 2001
INVESTMENT FUNDS STATISTICS OCTOBER 2001
Back to Press Release
Summary
Sheet - Funds under Management
Summary
Sheet - Sales and Repurchases
Sector Summary
Retail
Repurchases
Retail
Net Sales
Institutional
Sales
PEP
Summary
Retail Gross
Sales - October 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 |
85,677,176 |
59,851,364 |
268,009,398 |
36,590,003 |
114,530,385 |
69,757,643 |
10,542,964 |
469,007 |
0 |
478,759,923 |
166,668,017 |
| UK
Corporate Bond |
13,783,877 |
4,222,752 |
123,131,639 |
13,817,475 |
101,695,823 |
28,773,880 |
7,279,773 |
92,427 |
0 |
245,891,112 |
46,906,534 |
| North
America |
12,553,430 |
2,168,675 |
171,074,940 |
3,329,926 |
8,252,663 |
1,213,172 |
12,087,778 |
21,988 |
0 |
203,968,811 |
6,733,761 |
| Europe
Excluding UK |
9,340,105 |
4,724,083 |
148,672,247 |
10,139,041 |
25,557,584 |
11,262,211 |
6,878,072 |
3,875 |
214 |
190,448,008 |
26,129,424 |
| UK
Equity Income |
14,189,361 |
2,847,223 |
102,636,199 |
15,409,223 |
6,507,984 |
2,415,154 |
16,253,116 |
89,708 |
992 |
139,586,660 |
20,762,299 |
| UK
Other Bond |
15,507,530 |
6,451,273 |
88,151,480 |
16,678,641 |
8,396,227 |
5,045,775 |
1,912,565 |
184,782 |
0 |
113,967,802 |
28,360,470 |
| UK
Money Market |
40,051,777 |
281,926 |
12,021,099 |
151,592 |
1,784,036 |
105,611 |
7,635,150 |
0 |
0 |
61,492,062 |
539,128 |
| Global
Growth |
7,603,054 |
3,543,516 |
34,270,902 |
13,577,530 |
10,765,256 |
5,042,901 |
8,349,400 |
80,472 |
1,965 |
60,988,612 |
22,246,383 |
| UK
Smaller Companies |
3,849,496 |
549,728 |
48,745,972 |
1,215,682 |
2,507,015 |
403,040 |
1,884,438 |
53 |
0 |
56,986,921 |
2,168,504 |
| Active
Managed |
1,034,083 |
2,739,134 |
41,864,691 |
3,084,372 |
762,709 |
2,556,731 |
11,024,227 |
172,299 |
3,681 |
54,685,710 |
8,556,217 |
| Balanced
Managed |
6,066,784 |
2,050,566 |
18,970,900 |
4,536,852 |
16,313,690 |
22,363,353 |
5,155,332 |
168,528 |
286 |
46,506,706 |
29,119,585 |
| Global
Bonds |
3,014,696 |
392,973 |
36,177,434 |
992,985 |
339,724 |
459,233 |
2,654,655 |
20,524 |
0 |
42,186,509 |
1,865,715 |
| UK
Gilt |
1,063,861 |
71,685 |
26,150,980 |
113,209 |
3,510,738 |
482,072 |
892,138 |
0 |
0 |
31,617,717 |
666,966 |
| UK
Equity & Bond Income |
3,602,204 |
1,252,626 |
10,448,004 |
2,834,432 |
11,887,975 |
7,109,351 |
5,001,988 |
64,370 |
0 |
30,940,171 |
11,260,779 |
| Specialist |
2,069,430 |
1,096,753 |
19,641,472 |
1,511,354 |
408,231 |
104,668 |
831,624 |
166 |
0 |
22,950,757 |
2,712,940 |
| Japan |
2,325,359 |
338,560 |
19,698,508 |
396,319 |
367,178 |
60,174 |
392,328 |
0 |
51 |
22,783,373 |
795,104 |
| Far
East Excluding Japan |
5,561,039 |
270,645 |
14,760,586 |
452,697 |
671,388 |
138,920 |
1,728,317 |
0 |
0 |
22,721,330 |
862,262 |
| Technology
& Telecommunications |
2,688,310 |
1,649,675 |
17,926,756 |
1,976,339 |
34,127 |
80,256 |
147,238 |
0 |
0 |
20,796,431 |
3,706,270 |
| Property |
50,110 |
15,000 |
10,843,142 |
95,000 |
230 |
0 |
4,890,180 |
0 |
0 |
15,783,662 |
110,000 |
| North
American Smaller Companies |
241,665 |
50,209 |
10,300,834 |
78,620 |
17,206 |
18,665 |
71,777 |
6,373 |
0 |
10,631,482 |
153,866 |
| Europe
Including UK |
899,896 |
243,710 |
4,417,439 |
139,981 |
3,893,313 |
7,100 |
154,418 |
0 |
0 |
9,365,066 |
390,791 |
| Pensions |
764,509 |
0 |
1,317,095 |
0 |
1,475,973 |
0 |
1,387,091 |
0 |
0 |
4,944,668 |
0 |
| Cautious
Managed |
198,438 |
82,926 |
2,721,530 |
421,564 |
873,378 |
2,415,535 |
241,250 |
0 |
0 |
4,034,596 |
2,920,025 |
| Global
Emerging Markets |
976,313 |
17,724 |
2,444,312 |
30,589 |
2,185 |
3,221 |
7,515 |
0 |
615 |
3,430,325 |
52,149 |
| Index
Bear Funds |
0 |
0 |
2,799,390 |
0 |
0 |
0 |
0 |
0 |
0 |
2,799,390 |
0 |
| European
Smaller Companies |
391,034 |
116,867 |
2,147,309 |
104,322 |
24,785 |
11,654 |
8,148 |
0 |
0 |
2,571,276 |
232,843 |
| Guaranteed/Protected
Funds |
127,216 |
58,472 |
1,732,041 |
110,916 |
299,828 |
92,166 |
0 |
0 |
0 |
2,159,085 |
261,554 |
| Latin
America |
51,493 |
4,072 |
1,432,598 |
6,776 |
7,918 |
7,500 |
0 |
0 |
0 |
1,492,009 |
18,348 |
| Far
East Including Japan |
242,767 |
63,840 |
824,681 |
213,674 |
150,184 |
16,244 |
67,946 |
0 |
0 |
1,285,578 |
293,758 |
| Global
Equity Income |
40,819 |
19,000 |
641,044 |
70,000 |
140,491 |
0 |
154,116 |
0 |
0 |
976,470 |
89,000 |
| Global
Equity & Bond |
20,659 |
5,423 |
324,040 |
57,401 |
34,894 |
33,762 |
151,663 |
0 |
0 |
531,256 |
96,586 |
| Japanese
Smaller Companies |
15,617 |
4,976 |
265,663 |
23,534 |
3,539 |
8,127 |
0 |
0 |
0 |
284,819 |
36,637 |
| TOTAL |
234,002,108 |
95,185,374 |
1,244,564,325 |
128,160,048 |
321,216,657 |
159,988,117 |
107,785,207 |
1,374,572 |
7,804 |
1,907,568,297 |
384,715,915 |
Back to 2001 Press Release menu
Back to
UK Business (monthly)
|