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Investment fund sales hit record highs in August

29 September 2009 / by Rebecca Sargent

Investment fund net retail sales hit £2.2billion in August this year - the highest level ever recorded for August, according to the Investment Management Association (IMA).

And, as the over 50s ISA allowance increase approaches, the IMA reported positive net sales of ISAs for the sixth consecutive month. ISA sales totalled £151million in August, a huge increase on the minus £299million seen in August 2008.

Commenting, Richard Saunders, chief executive of the IMA said: "Investors continued to add to their holdings in August, as they have been doing all year so far.

"It is particularly encouraging to see investors making use of ISAs again. After five years of withdrawals from ISAs, we have now had six months of net inflows."

The Cautious Managed Sector was top of the buys for ISA sales, while the Corporate Bond Sector remained the most popular investment fund choice overall for the tenth consecutive month.

In fact, bond funds accounted for 34 per cent of total net retail sales of funds in August, although equity funds were not far behind, accounting for 32 per cent of the total, as investors regained confidence in the stock market.

Other sectors to make it into the IMA top five include Absolute Returns – UK, Strategic Bonds, North America and Property.

Meanwhile, share dealing has also seen a rally, as a five fold increase in trading was seen at Interactive Investor in August. Commenting, Rebecca O'Keeffe, head of investment at Interactive Investor said:

"Online trading is now simpler than ever and investors have discovered an increased appetite for share dealing."

ISAs are also proving popular in the share dealing world, Ms O'Keeffe adds: "Investors are also rightly making use of the tax advantages of ISAs. If you are going to trade and invest then doing so within the stocks and shares ISA should be your first port of call."

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 Product NameISA OptionIncome YieldMore Info
Monthly Income Plus Fundyes
7.50%*
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Popular monthly income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. 100% discount on initial charges.
Higher Income Fundyes
7.05%**
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Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. 100% discount on initial charges.
Distribution Fundyes
6.98%*
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Income Paid Monthly. Offers balance between both income and capital growth through investment in UK based equities and fixed interest securities. Save 100% on Initial Charges.
Income Maximiseryes
7.00%***
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Seeks to achieve a target yield of 7% to generate a quarterly income, whilst offering the potential for some long-term capital growth. Save 100% on Initial Charges.
Strategic Bondyes
6.20%*
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Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. Save 100% on Initial Charges.
Corporate Bond Fundyes
5.63%*
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Invests mainly in fixed interest securities to achieve a high level of income will relative capital security. Save 100% on Initial Charges.
Global Equity Income Fund yes
4.56%**
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Equity and equity related investments across global markets aiming to provide income and growth. Save 100% on initial charges.
Optimal Income Fundyes
4.55%*
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Invests across a number of bonds to generate an optimised income that is paid biannually. Save 100% on Initial Charges.
Strategic Bond Fundyes
4.48%*
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Aims to deliver a maximum total return for investors through investment in global debt instruments. Save 100% on Initial Charges.
Income Fundyes
4.60%**
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Market leading equity income fund that delivers and income which is paid biannually. Save 100% on Initial Charges.
UK Income Fundyes
4.01%**
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Aims to provide an above average and growing income that is paid quarterly. Save 100% on Initial Charges.
Income Fundyes
3.91%**
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Aims to achieve a competitive level of income together with some capital growth by investing in UK based shares. Save 100% on Initial Charges.
High Income Fundyes
3.90%**
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Popular with investors, this fund aims to deliver a high level of income combined with capital growth by investing primarily in UK based companies. Save 100% on Initial Charges.
*Current Income Yields are Gross, Variable and Not Guaranteed
**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund.
*** This is the target yield the fund aims to achieve per year, it is not guaranteed and could change according to prevailing market conditions. The target yield is net of basic rate tax.
Information correct as at 08/02/2012.

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