total retail funds under management in the United Kingdom (UK). Furthermore, Virgin Money Unit Trust Managers Limited managed to retain its place in the leading ten companies, managing ISA funds with a total value coming up to over 2.1 billion British pounds at that time.
As of June 2023, Fidelity Worldwide Investment was the leading retail and institutional fund management company in the United Kingdom (UK), in terms of value of managed ISA funds (Individual Saving Accounts funds). ISA funds are a class of retail investment arrangements that are available to citizens of the United Kingdom and offer investment perks, such as favorable tax status. At that time, Fidelity Worldwide Investment managed ISA funds worth almost 9.8 billion British pounds. Although this was the case, Fidelity Worldwide Investment ranked third in terms of Leading fund management companies in the United Kingdom (UK) as of June 2023, by value of ISA funds under management (in billion GBP)
Loading statistic...
Basic Account
Get to know the platform
You only have access to basic statistics.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$199 USD / Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Other statistics that may interest you Investment funds management in the United Kingdom (UK)
Overview
5
- Basic Statistic Leading investment firms in the UK 2021, by global and UK managed assets
- Basic Statistic Distribution of institutional clients on the investment funds market in the UK 2020
- Basic Statistic Institutional client assets under management share in the United Kingdom (UK) 2021
- Premium Statistic Investment fund performance in terms of price return on the British market 2022
- Basic Statistic Investment fund firms staff distribution in the United Kingdom (UK) 2021
Leading funds
5
- Premium Statistic Fund management companies in the UK 2023, by OEIC funds under management value
- Basic Statistic UK fund management companies 2022, by retail and institutional funds value
- Basic Statistic UK leading fund management companies by retail funds value April 2023
- Basic Statistic Fund management companies in the UK 2023, by ISA funds under management value
- Premium Statistic Largest UK based hedge funds in 2023, by assets under management
Investment returns
7
- Premium Statistic Leading all UK companies investment funds in 2021, by 1 year return on investment
- Premium Statistic Leading "UK equity income" investment funds in 2021, by 1 year return on investment
- Premium Statistic Leading "sterling corporate bonds" funds 2020, by 1 year return on investment 2021
- Premium Statistic Leading "all UK companies" investment funds in 2021, by 5 year return on investment
- Premium Statistic Leading "UK equity income" investment funds in 2021 , by 5 year return on investment
- Premium Statistic Leading UK small companies investment funds in 2022, by 5 year return on investment
- Premium Statistic Leading "sterling corporate bonds" funds in 2021, by 5 year return on investment
Monthly development
6
- Basic Statistic Monthly value of funds under management in the UK 2023
- Basic Statistic UK funds under management monthly value of equity funds 2018-2023
- Basic Statistic UK funds under management: value of fixed income funds per month 2021-2023
- Premium Statistic Monthly value of money market funds under management in the UK 2020-2023
- Basic Statistic UK funds under management value of mixed asset funds per month 2020-2023
- Basic Statistic Funds under management monthly value of property funds in the UK 2020-2022
Further related statistics
15
- Overseas funds: net value of retail sales in the UK per month 2014-2015
- Monthly value of funds under management in the UK 2023
- Assets under management in the United Kingdom (UK) 2013, by parent type
- Mixed asset funds: net monthly value of retail sales in the UK 2018-2020
- UK overseas funds under management: total value per month in 2014-2015
- Italy: net flows growth in the asset management industry 2013-2016, by fund
- Italy: share of assets under management 2016, by fund category
- Investment: Assets managed in the United Kingdom (UK) 2014-2016, by client type
- Investment: Total assets managed in the United Kingdom (UK) 1993, 2003 and 2013
- Italy: net flows in the asset management industry 2013-2016
- Global fund management industry assets in 2012-2014, by type
- Largest global ETP providers 2018, by market share
- Fund management: value of conventional funds worldwide 2012-2014, by fund type
- Reasons for not investing in pro-ecological activities by companies in Poland 2019
- Number of funds closed in the European tech ecosystem 2013-H1 2019, by fund size
Further Content: You might find this interesting as well
Statistics
- Overseas funds: net value of retail sales in the UK per month 2014-2015
- Monthly value of funds under management in the UK 2023
- Assets under management in the United Kingdom (UK) 2013, by parent type
- Mixed asset funds: net monthly value of retail sales in the UK 2018-2020
- UK overseas funds under management: total value per month in 2014-2015
- Italy: net flows growth in the asset management industry 2013-2016, by fund
- Italy: share of assets under management 2016, by fund category
- Investment: Assets managed in the United Kingdom (UK) 2014-2016, by client type
- Investment: Total assets managed in the United Kingdom (UK) 1993, 2003 and 2013
- Italy: net flows in the asset management industry 2013-2016
- Global fund management industry assets in 2012-2014, by type
- Largest global ETP providers 2018, by market share
- Fund management: value of conventional funds worldwide 2012-2014, by fund type
- Reasons for not investing in pro-ecological activities by companies in Poland 2019
- Number of funds closed in the European tech ecosystem 2013-H1 2019, by fund size
IMA. (June 30, 2023). Leading fund management companies in the United Kingdom (UK) as of June 2023, by value of ISA funds under management (in billion GBP) [Graph]. In Statista. Retrieved April 20, 2024, from https://www.statista.com/statistics/300391/uk-funds-top-10-isa-fund-management-companies-in-the-uk/
IMA. "Leading fund management companies in the United Kingdom (UK) as of June 2023, by value of ISA funds under management (in billion GBP)." Chart. June 30, 2023. Statista. Accessed April 20, 2024. https://www.statista.com/statistics/300391/uk-funds-top-10-isa-fund-management-companies-in-the-uk/
IMA. (2023). Leading fund management companies in the United Kingdom (UK) as of June 2023, by value of ISA funds under management (in billion GBP). Statista. Statista Inc.. Accessed: April 20, 2024. https://www.statista.com/statistics/300391/uk-funds-top-10-isa-fund-management-companies-in-the-uk/
IMA. "Leading Fund Management Companies in The United Kingdom (Uk) as of June 2023, by Value of Isa Funds under Management (in Billion Gbp)." Statista, Statista Inc., 30 Jun 2023, https://www.statista.com/statistics/300391/uk-funds-top-10-isa-fund-management-companies-in-the-uk/
IMA, Leading fund management companies in the United Kingdom (UK) as of June 2023, by value of ISA funds under management (in billion GBP) Statista, https://www.statista.com/statistics/300391/uk-funds-top-10-isa-fund-management-companies-in-the-uk/ (last visited April 20, 2024)
Leading fund management companies in the United Kingdom (UK) as of June 2023, by value of ISA funds under management (in billion GBP) [Graph], IMA, June 30, 2023. [Online]. Available: https://www.statista.com/statistics/300391/uk-funds-top-10-isa-fund-management-companies-in-the-uk/