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Investing in funds
Fund charges
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Investing in funds

Visit our new website on investing in funds for newcomers and for existing investors

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Fund charges and costs

There are regular charges for holding a fund

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Stewardship

The industry is coming together to improve the way we work with the companies we invest in…

Statement

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Enhanced fund charges and costs disclosure

List of firms

The Investment Management Association (IMA) represents the UK investment management industry. Our members manage over £4.2 trillion of assets on behalf of UK and overseas clients.

About the IMA

Latest fund statistics

April 2013

Funds under management    £726 billion
Retail sales Net £2.1 billion
Institutional sales Net -£245 million

Research

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    Research is an important element in the IMA’s work, providing insight into the asset management industry and its environment.

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Our purpose

The IMA’s purpose is to ensure investment managers are in the best possible position to:

  • Build people’s resilience to financial adversity
  • Help people achieve their financial aspirations
  • Enable people to maintain a decent standard of living as they grow older
  • Contribute to economic growth through the efficient allocation of capital

Chief Executive Blog

  • Head shot of Daniel Godfrey

    A simple explanation of fund costs and performance – update

    When I posted my last blog suggesting a new way of explaining costs....

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The industry in numbers

  • £4.2trn

    Total assets managed in the
    UK by IMA member firms

    £575bn

    Managed in UK-authorised
    funds (OEICs and unit trusts)

    £1.6trn

    Assets managed in the UK
    on behalf of overseas clients

    £765bn

    UK-managed funds domiciled
    offshore

Data as at 31 December 2011

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Policy and consultations

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    IMA responds to papers by Regulators and Governments as well as giving evidence to Parliamentary committees.

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Investment management association

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