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Statistics by sector

This page shows funds under management, retail sales and performance figures by Investment Association sector.

Performance data is sourced from Morningstar and the IA republishes it only for ease of reference.

The Investment Association sectors divide the funds universe to reflect the asset type, industry sector or geographic regions in which funds are invested.

Statistics by sector - Best and worst selling Investment Association sectors - by month
  BEST SELLING NET RETAIL WORST SELLING NET RETAIL
Oct-18 Global Targeted Absolute Return
Sep-18 Mixed Investment 40-85% Shares UK All Companies
Aug-18 Global UK All Companies
Jul-18 Global North America
Jun-18 Global £ Strategic Bond
May-18 Targeted Absolute Return UK All Companies
Apr-18 Global £ Corporate Bond
Mar-18 Global UK All Companies
Feb-18 £ Strategic Bond UK Equity Income
Jan-18 £ Strategic Bond Specialist
Dec-17 Global North America
Nov-17 £ Strategic Bond Specialist
Oct-17 £ Strategic Bond UK Equity Income
Q3 2018 Global UK All Companies
Q2 2018 Global UK All Companies
Q1 2018 Global Specialist
Q4 2017 £ Strategic Bond Specialist
Q3 2017 £ Strategic Bond Property
Q2 2017 Targeted Absolute Return UK All Companies
Q1 2017 £ Strategic Bond Asia Pacific Excluding Japan
Q4 2016 Targeted Absolute Return UK All Companies
2017 £ Strategic Bond UK All Companies
2016 Targeted Absolute Return UK All Companies
2015 Targeted Absolute Return UK All Companies
2014 UK Equity Income UK All Companies
2013 Mixed Investment 20-60% Shares £ Corporate Bond
2012 £ Corporate Bond UK All Companies
2011 Mixed Investment 20-60% Shares UK All Companies
2010 Mixed Investment 20-60% Shares UK All Companies
2009 £ Corporate Bond Europe Excluding UK
2008 Mixed Investment 20-60% Shares Europe Excluding UK
Notes
  1. All sales and repurchases to funds of funds are included. To avoid double counting, transactions between funds of funds and their underlying funds are excluded. The sector rankings do not include 'Unclassified sector'. These are funds which have chosen not to be classified.