Here you can find funds under management, retail sales, and performance figures by IA sector. 

Morningstar provides our performance data, which we republish only for ease of reference. The IA sectors divide the funds universe to reflect the asset type, industry sector, or geographic regions funds are invested in.

Most recent data available: November 2023

"" BEST SELLING NET RETAIL WORST SELLING NET RETAIL
Q3 2023 Volatility Managed UK All Companies
Q2 2023 UK Gilts UK All Companies
Q1 2023 North America UK All Companies
Q4 2022 North America UK All Companies
Q3 2022 UK Gilts UK All Companies
Q2 2022 Global Equity Income £ Corporate Bond
Q1 2022 Mixed Investment 40-85% Shares UK All Companies
Q4 2021 Global UK All Companies

Notes

  • 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.