The mutual funds sector faces its own challenges since the market upheaval of summer 2007. Taking account of new regulation and the threat of product substitutes such as ETFs, this report examines market developments and competitor and investor dynamics over the last year, and presents the prospects for 2008-12.
Scope
Sizes the market for unit trusts, OEICs and investment trusts in the UK and provides forecasts to 2012;
Examines investor characteristics and purchase behaviour;
Identifies the leading players in the UK collective investments market.
Highlights
Exchange-traded funds (ETFs) are gradually assuming a more prominent place in the UK's collective investments landscape. Though still a fraction of the mutual funds market, growth in UK ETF assets outstripped growth in mutual funds in 2007.
Since 2005, retail investors in the UK have allocated a growing percentage of their investments to unit trusts, OEICs and investment trusts. By 2007, these mutual funds accounted for just over one quarter of their portfolios, up from 20% in 2003.
Younger adults aged 18-29 tend to use a variety of channels for investing. While they are most likely to invest at their bank or building society (34%), nearly one-quarter of these clients has also approached an IFA, 22% invests directly through an investment company and 19% has also invested through an insurer.
Reasons to Purchase
Assess the size and industry dynamics of the UK collective investments sector;
Profile your target customer groups in order to develop more effective marketing and distribution strategies;
Access independent forecasts of UK unit trusts/OEICS and investment trusts to identify product sectors for future investment.
Additional Information
Reports provide a unique mix of market intelligence, insightful analysis and forecasting based on primary quantitative and qualitative research. A single report will give you the key data and detailed analysis of a market, issue or trend.
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