These group level figures include funds of funds that mainly invest in external funds (those run by other groups) or overseas funds. However, figures exclude funds investing in internal funds (i.e. those run by the same group) to avoid double counting of fund assets at group level.
This explains why the sum of the group level figures for funds under management is different to the totals shown in other reports (except in the case of ISA reports).
These figures include UK domiciled funds only.
**Data is uploaded approximately three months in arrears**
Most recent data available: August 2023
Showing options for the year: 2023
Companies by total retail and institutional funds under management
includes Unit Trusts, OEICs, PEPs (to March 2008 only) and ISAs
Companies by retail funds under management
includes funds for which, over the preceding 3 years, at least 1/3 of gross sales were retail sales AND the minimum lump sum is less than or equal to £10,000
Companies by retail and private client funds under management
includes funds for which, over the preceding 3 years, at least 1/3 of gross sales were retail sales AND the minimum lump sum is less than or equal to £50,000
Companies by oeic funds under management
Please note that no information is available prior to January 2001
Companies by isa funds under management
including PEPs from April 2008
