£1.9billion record month for investment fund sales Go compare with our comparison table

£1.9billion record month for investment fund sales

30 March 2010 / by Rachel Mason

The Investment Management Association has reported net retail fund sales of £1.9billion.

"The year has started very strongly, with sales figures the highest January and February on record," said Jane Lowe, Director of Markets at the IMA.

"Funds under management are the highest on record, beating the previous peak in October 2007."

February 2010 saw net retails sales of £1.9billion, which is the highest ever achieved by any February on record, and an increase of nearly 60% per cent on February 2009. Funds under management reached £487.7billion at the end of February which is an all time high -£13.1billion (three per cent) up on January 2010 and 42 per cent up on February 2009's figure of £341.1billion.

According to the IMA, the increases reflect both the very high levels of sales - £1.9 billion total net sales in the previous month and £30.0 billion over the previous year - and rises in the market -the FTSE 100 closed at 5354.5 at the end of February 2010, 40 per cent up on the year before.

The top selling fund sector in February was the strategic bond, with retail sales of £278million.

Strategic bonds, says the IMA, offer fund managers more flexibility to change the balance between different types of bonds which makes the funds able to respond to changes in the market and therefore not surprising they have been such a popular choice over recent months, as Ms Lowe explains:

"Strategic bonds accounted for the majority of net retail sales in the bond sectors, which otherwise slipped in popularity against the equity and other asset categories, "she said.

"Investors may find the additional flexibility offered by these funds attractive in times of uncertainty or change." 

© Fair Investment Company Ltd


 

 Product NameISA OptionIncome YieldMore Info
Invesco Perpetual Monthly Income Plusyes7.01%More Info >
Income Paid Monthly. Popular 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. See latest fund factsheet for details.
Newton Higher Incomeyes7.02%More Info >
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. See latest fund factsheet for details.
Invesco Perpetual Distributionyes6.70%More Info >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.
Schroders Income Maximiseryes6.27%More Info >
Income Paid Quarterly. The Fund’s investment objective is to provide income with potential for capital growth primarily through investment in equity and equity related securities of UK companies. The fund will also use derivative instruments to generate additional income. See latest fund factsheet for details.
Henderson Strategic Bondyes5.90%More Info >
Income Paid Quarterly. Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. See latest fund factsheet for details.
Invesco Perpetual Corporate Bondyes5.54%More Info >
Income Paid Twice Yearly. The Invesco Perpetual Corporate Bond Fund aims achieve a high level of overall return, with relative security of capital. It intends to invest primarily in fixed interest securities. See latest fund factsheet for details.
Global Equity Income Fund yes4.56%**More Info >
Equity and equity related investments across global markets aiming to provide income and growth. Save 100% on initial charges.
M&G Optimal Incomeyes4.67%More Info >
Income Paid Twice Yearly.The fund aims to provide a total return to investors based on exposure to optimal income streams in investment markets. The fund invests across a broad range of fixed income assets according to where the fund manager identifies value. See latest fund factsheet for details.
Strategic Bond yes4.42%More Info >
The primary investment objective is to maximise total return (income plus capital ) by investing in global debt instruments,denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 50% of the fund will be invested in sterling and other currency denominated bonds hedged back to sterling. See latest fund factsheet for details.
Artemis Incomeyes 4.50%More Info >
Income Paid Twice Yearly. This fund aims to provide an increasing income and capital growth from investing mainly in ordinary shares, preference shares, convertible bonds and fixed-interest securities in the UK. We will not be restricted in our choice of investments, either by the size of the company, the industry it trades in, or the geographical split of the portfolio. See latest fund factsheet for details.
UK Income Fundyes4.30%More Info >
Income Paid Quarterly.To provide an above-average and growing income without sacrificing the benefits of long-term capital growth by investing primarily in the shares of companies incorporated or listed in the UK. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Invesco Perpetual Incomeyes3.63%More Info >
Income Paid Twice Yearly. The Invesco Perpetual Income Fund aims to achieve a reasonable level of income, together with capital growth. The fund intends to invest primarily in companies listed in the UK, with the balance invested internationally. See latest fund factsheet for details.
Invesco Perpetual High Income Fundyes3.87%More Info >
Income Paid Twice Yearly. Popular with investors, this fund aims to deliver a high level of income combined with capital growth by investing primarily in UK based companies. See latest fund factsheet for details.
*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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