Table of Contents
Introduction and Abbreviations
Executive Summary
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- Illustration of the number of investment products* held, April 2001
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Background
Market Factors
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- GDP at current and 1995 prices, 1995-2005
- Weekly household income, 1970-1999/2000, at 1999/2000 prices
- Spending priorities, 1996 and 2000
- Weekly income and expenditure, by occupation of head of household, 1999-2000
- The investment risk pyramid
- Bank of England base rate, 1991-2001
- FTSE 100 performance, January 1999 to April 2001
- Value of £1,000 lump sum invested in UK Equity Income Fund and a Building Society account over varying time-spans, to 1 April 2001
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Market Size
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- Total unit trust/OEIC funds under management, May 1998-April 2001
- ISA and PEP holdings of open-ended investment funds, 1998-2001
- Top ten unit trust/OEIC sectors, by total funds and presence in the ISA market, April 2001
- Investment trusts market capitalisation, 1992-2000
- Investment trust discount levels, 1980-2000
- Top ten AITC investment trust sectors, by total assets, May 2001
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Key Players
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- Total unit trust/OEIC funds under management, April 2001 (April 2000 figures in brackets)
- Top ten investment trusts, June 2001*
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Advertising and Promotion
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- Collective investment advertising expenditure, by top companies, years to April 2000 and 2001
- Investment trust ISA advertising expenditure, by top companies, years to April 2000 and 2001
- Unit trust ISA advertising expenditure, by top companies, years to April 2000 and 2001
- Collective investment advertising expenditure in specialist press, by top companies, year to April 2001*
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Distribution
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- Gross retail sales of unit trusts/OEICs, by distribution channel, 1998-2001
- Gross retail sales of the ten largest unit trust/OEIC sectors, by distribution channel, April 2001
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The Consumer
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- Ownership of financial products, by gender and socio-economic grouping, April 2001
- Number of investment products* held, by demographic sub-group, April 2001
- Number of investment products* held, by age group, April 2001
- Investments purchased over the last 12 months, by age group, April 2001
- Investments purchased over the last 12 months, by gender and socio-economic group, April 2001
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The Future
Forecast
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- Forecast of the number of investment products held - Standard, 2001-05
- Forecast of the number of investment products held - Optimistic, 2001-05
- Forecast of the number of investment products held - Pessimistic, 2001-05
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