Abstract
Overview
Introduction
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.
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