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Fund statistics

Publishing information

We publish industry-wide statistics about fund sales and funds under management for UK-authorised unit trusts and open-ended investment companies, as well as some recognised offshore funds.

INVESTMENT ASSOCIATION DATA WILL CHANGE FROM MAY 2016 - see here for more information

**Data is uploaded approximately one month in arrears**

Most recent data available: JUNE 2016

Forthcoming release dates

  • July 2016 - W/C 30 August 2016
  • August 2016 - W/C 26 September 2016
  • September 2016 - W/C 31 October 2016
  • October 2016 - W/C 28 November 2016
  • November 2016 - W/C 3 January 2017
  • Full Year 2016 and December 2016 - W/C 30 January 2017

Latest statistics

Our latest figures in graph and table format.

Latest figures showing how much is invested in different classes.

Latest net retail sales figures.

Total funds under management and retail sales by sector, plus the best- and worst-selling sectors of the past 10 years.

Details of retail, institutional, private client, OEIC and ISA funds under management.