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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 is presented on a UK Investor basis. See here for more information.

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

Most recent data available: MAY 2017

Forthcoming release dates

June data – w/c 31 July 2017
July data – w/c 28 August 2017
August data – w/c 25 September 2017
September data – w/c 30 October 2017
October data – w/c 27 November 2017
November data – w/c 3 January 2018
December data – w/c 29 January 2018

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.

Data enquiries tariff

List of charges for historical public and non-public data.

Find out more