Table of Contents
Introduction and Abbreviations
Executive Summary
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- Figure 1: Illustration of the performance index of selected investment options over one, three, five and ten years, June 1999
- Figure 2: Illustration of the distribution of gross sales of unit trusts, 1998 AUTIF/Mintel
- Figure 3: Illustration of the cross ownership between collective investments and shares, June 1999
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Market Factors
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- Figure 4: Performance index* of selected investment options over one, three, five and ten years, June 1999
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Market Size
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- Figure 5: Value of unit trust funds under management and their PEP component, 1992-99
- Figure 6: Number of unit trusts and PEPs under management, 1992-99
- Figure 7: Number and contributions to regular savings plans, Q1 1998 - Q2 1999
- Figure 8: Top ten unit trust sectors by value and their presence in the PEP market, June 1999
- Figure 9: Value of investment trusts under management, 1992-99
- Figure 10: Net acquisition of mutual funds by households*, 1992-99
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Market Developments
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- Figure 11: Ten largest unit trust tracker funds, August 1999
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Distribution
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- Figure 12: Gross sales of unit trusts/OEICs by distribution channel, 1994-98
- Figure 13: Gross sales of unit trusts/OEICs by type of provider, 1994-98
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Market and Competitor Analysis
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- Figure 14: Number of unit trusts in the market and number of management groups, 1992-99
- Figure 15: Top unit trust/OEIC providers by total assets of funds under management and market share, July 1999
- Figure 16: Top investment trust providers by total assets of funds under management and market share, July 1999
- Figure 17: Advertising of PEPs/ISAs compared to gross sales of PEPs/ISAs, 1994-June 1999
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The Consumer
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- Figure 18: Penetration of unit/investment trusts, PEP types, and share holding, 1990-99
- Figure 19: Ownership of collective investment and other investment products, overall and by gender and socio-economic group, June 1999
- Figure 20: Ownership of collective investment and other investment products, by age, June 1999
- Figure 21: Ownership of collective investment and other investment products, by lifestage, June 1999
- Figure 22: Ownership of collective investment and other investment products, by region, June 1999
- Figure 23: Most important factor behind long term investments, 1997-99
- Figure 24: Where people would invest a lump sum investment, by gender and socio-economic group, May 1999
- Figure 25: Where people would invest a lump sum investment, by age group, May 1999
- Figure 26: Type of investment product last bought or received, by gender and socio-economic group, June 1999
- Figure 27: Type of investment product last bought or received, by age, June 1999
- Figure 28: Type of investment product last bought or received, by lifestage, June 1999
- Figure 29: When investors last acquired an investment product, by gender and socio-economic group, June 1999
- Figure 30: When investors last acquired an investment product, by age group, June 1999
- Figure 31: When investors last acquired an investment product, by lifestage, June 1999
- Figure 32: When investors last acquired an investment product, by region, June 1999
- Figure 33: How investors acquired last investment, all and by gender and socio-economic group, June 1999
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Conclusions
The Future
Forecast
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- Figure 46: Forecast of net collective investment market, 1999-2003
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