Investment fund sales see best January on record Go compare with our comparison table

Investment fund sales see best January on record

09 March 2010 / by Andy Davies

Investment funds have proved popular with investors at the start of the year with the best January sales on record, according to the Investment Management Association (IMA).

Despite net sales of investment funds falling from £2.2billion in December last year to £1.8billion this January, it has been the most successful January ever with sales 55 per cent higher than in same period last year.

Pleased by the figures, Richard Saunders, chief executive of the IMA said: "We've seen a good start to the year with net retail sales of £1.8 billion - the highest sales for any January. As in recent years, January sales have come in slightly below those of December."

In addition, there has been a significant increase in fund ISA sales in January with sales topping £174miilion compared to the sales figures of £2million for the same period in 2009.

In terms of asset classes, equities have led the way, accounting for 30 per cent of net sales, with bonds – which led sales during much of 2009 – accounting for 17 per cent.

Of the equity sector, Global Growth is the top selling sector with sales of £229million, while Specialist and Asia Pacific excluding Japan are in second and third place respectively, as Mr Saunders claims that equity investors are "becoming more adventurous".
 
Meanwhile, the property sector has seen a marked turnaround in the past 12 months, rising 24 places to become the highest selling IMA sector in January with sales of £373million, while the Strategic Bond and Global Bond sectors have also proved popular with investors in the first month of 2010.

Commenting, Mr Saunders said: "Property was the most popular IMA Sector in January, as it had been in the last quarter of 2009. By contrast, the least popular IMA Sector in January was Sterling Corporate Bond, which had topped the sales charts for the first eight months of last year."

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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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