UK Asset Management in figures

Created by KURTOSYS with kind permission by the Investment Management Association ima UK ASSET MANAGEMENT THE INDUSTRY IN FIGURES 2012-2013 £4.5trm £1.8trm 17.9% 1 12.5% Total assets managed in the UK by IMA member firms [£4.2trn in 2011] Assets managed in the UK on behalf of overseas clients [£1.6trn in 2011] £721br £660br 12.5% 114.4% UK-managed funds domiciled overseas [£703bn in 2011] Managed in UK authorised funds (OEICS and unit trusts) [£577bn in 2011] Assets managed in the UK by client type Pension funds 38.0% Retail Institutional clients clients 17.4% 81.0% In-house insurance 18.0% Third party insurance 4.1% Private Public sector 5,5% Sub-advisory 3.6% Corporate 3.0% Non-profit 1.1% Other 7.7% clients 1.6% Total assets under management in the UK and in UK authorised funds Household saving into funds as a percentage of disposable income Ebn I Net retail salea - Net retail sales as % of gross household disposable income (RH) Total aseets under management 5,000 I UK authorised funde £bn 6% 30 llull 4,000 5% 25 3,000 20 4% 15 3% 2,000 10 2% 1,000 1% 0% 2005 2006 2007 2008 2009 2010 2011 2012 Assets under management in Europe Breakdown of funds under management by fund domicile, selected countries Slovenia Swoden Unitod Kingdom Bolgium Norway Germany Denmark Finland Switzerland EUROPEAN AVERAGE Luxombourg Bulgaria Spain Greece France Poland Net assets (€bn) Country Market share Portugal Austria UK 4,977 36% Czech Republic France 2,756 20% Liechtenstein Germany 1,438 10% Italy 4 Italy 611 4% Slovakia 5 Netherlands 462 3% Hungary 6 Belgium 217 2% Turkey I Other 3,315 24% Romania 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Source: EFAMA IEquity Bond I Balanced I Money market Other Source: EFAMA DOWNLOAD THE FULL 2012 ASSET MANAGEMENT SURVEY FROM INVESTMENTUK.ORG SEE HOW KURTOSYS MAKES FUND MARKETING EFFICIENT, INTERACTIVE AND BEAUTIFUL AT KURTOSYS.COM/FUNDMARKETING DATA AS AT 31 DECEMBER 2012 SOURCE: HTTP://Www.INVESTMENTUK.ORG/RESEARCH/IMA-ANNUAL-INDUSTRY-SURVEY/ KURTOSYS BEAUTIFUL SOFTWARE ima © INVESTMENT MANAGEMENT ASSOCIATION (2013). ALL RIGHTS RESERVED. NO REPRODUCTION WITHOUT PERMISSION FROM THE IMA. CREATED BY KURTOSYS SYSTEMS WITH KIND PERMISSION BY THE IMA.