Monthly company rankings

Attention is drawn to the treatment of funds of funds, which differs in the Group FUM ranking reports from other reports, except for the ISA Group report.

These Group level figures include funds of funds that predominately invest in external funds and funds of funds investing in predominantly overseas funds. However, the figures exclude funds investing in internal funds (i.e. run by the same CIS operator) in order to avoid double counting of fund assets at Group level.

For this reason, the sum of the Group level figures for funds under management is not equal to the totals shown in other reports (except in the case of ISA reports).

**Data is uploaded approximately three months in arrears**

Most recent data available: SEPTEMBER 2018

**Data is uploaded approximately three months in arrears**

What are you looking for?

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