Investment Analysis

Panacea community - Top 20 Investment sector sales by quarter

Product Q3 18 Q4 18 Q1 19 Q2 19 Total
Abs Rtn £216,139,025 £155,656,681 £110,262,377 £136,592,951 £618,651,034
Asia ex Japan £142,411,772 £97,671,851 £133,062,950 £135,014,643 £508,161,216
Asia inc Japan £2,059,312 £2,301,653 £1,281,973 £258,109 £5,901,047
China £9,512,021 £6,563,873 £7,668,302 £7,889,432 £31,633,629
Euro + UK £3,286,954 £2,635,224 £3,509,759 £4,231,002 £13,662,939
Euro ex UK £259,509,854 £188,079,886 £134,980,525 £165,077,866 £747,648,132
Euro Small £158,029,492 £157,094,645 £127,063,426 £166,700,993 £608,888,556
Flexible £55,027,137 £37,718,218 £45,067,781 £50,981,306 £188,794,442
Glob Bond £124,783,062 £118,269,014 £82,569,798 £122,508,346 £448,130,220
Global £240,888,766 £156,865,980 £156,854,699 £178,502,705 £733,112,150
Global Emerging £96,025,972 £130,205,849 £126,265,929 £58,294,660 £410,792,410
Global Equity Income £117,832,912 £63,960,958 £29,204,109 £23,713,383 £234,711,361
Jap Small £4,697,752 £4,026,891 £4,289,196 £3,399,193 £16,413,033
Japan £92,085,549 £144,709,605 £114,718,339 £110,030,618 £461,544,110
Latin Amer £199,216 £3,930 £32,065 £8,358 £243,569
Mixed 0-35 £39,047,626 £22,065,317 £14,316,548 £36,057,390 £111,486,881
Mixed 20-60 £92,885,632 £70,467,648 £37,740,908 £45,860,245 £246,954,433
Mixed 40-85 £102,087,564 £92,393,432 £78,248,587 £98,809,939 £371,539,522
Money Mkt £139,597,126 £104,837,849 £77,840,392 £67,674,480 £389,949,846
Multi Asset £64,946,826 £66,290,969 £67,168,737 £83,540,471 £281,947,004
N Am Small £44,001,377 £45,974,733 £10,406,388 £11,457,054 £111,839,553
N. America £225,359,874 £319,740,151 £142,509,714 £244,865,974 £932,475,713
Other £371,193,046 £449,018,911 £312,445,992 £455,014,081 £1,587,672,030
Property £169,140,935 £128,832,447 £113,181,542 £140,454,155 £551,609,079
Protected £75,257 £110,900 £13,317 £886 £200,360
Spec. £476,643,786 £440,983,720 £388,968,573 £823,139,117 £2,129,735,195
ST Corp B £230,920,013 £169,558,307 £283,512,497 £233,077,021 £917,067,838
ST High Y £46,331,966 £30,050,481 £23,131,799 £22,564,178 £122,078,424
ST Strat B £308,222,945 £243,555,771 £244,700,136 £242,854,167 £1,039,333,019
Tech + Tele £35,481,555 £27,937,576 £24,405,695 £36,000,427 £123,825,252
UK All Co £289,035,198 £253,701,853 £188,323,041 £191,469,683 £922,529,775
UK All Co Ethic £1,540,687 £649,194 £1,042,808 £1,408,111 £4,640,800
UK All Co Index £80,836,726 £87,779,122 £83,524,345 £95,519,307 £347,659,500
UK E+B Inc £17,004,056 £16,503,953 £12,637,957 £16,034,381 £62,180,347
UK Eq Inc £426,361,705 £306,158,973 £209,084,348 £239,829,131 £1,181,434,157
UK Gilt £53,218,209 £58,026,621 £94,156,602 £81,441,042 £286,842,474
UK Lnk Gilt £31,453,912 £47,396,344 £32,945,061 £45,059,000 £156,854,316
UK SmallCo £62,306,759 £50,725,668 £32,189,590 £26,700,904 £171,922,921
Unclass £139,774,285 £127,809,767 £84,166,060 £263,016,317 £614,766,429
Grand total £4,969,955,863 £4,426,333,963 £3,633,491,865 £4,665,051,026 £17,694,832,718

 

Q2 18 - Q1 19 top 20 MM & unit trust sales

  Non User Sales Panacea Community Sales Total Market Share
MM Other £2,476,076,441 £3,717,075,181 £6,193,151,622 60%
Abs Rtn £739,049,850 £618,651,034 £1,357,700,884 46%
Asia ex Japan £417,170,932 £508,161,216 £925,332,148 55%
Asia inc Japan £1,810,938 £5,901,047 £7,711,985 77%
China £58,586,507 £31,633,629 £90,220,135 35%
Euro + UK £6,070,635 £13,662,939 £19,733,574 69%
Euro ex UK £815,448,425 £747,648,132 £1,563,096,557 48%
Euro Small £261,111,420 £608,888,556 £869,999,976 70%
Flexible £443,253,308 £188,794,442 £632,047,750 30%
Glob Bond £319,112,034 £448,130,220 £767,242,254 58%
Global £663,117,598 £733,112,150 £1,396,229,748 53%
Global Emerging £399,671,610 £410,792,410 £810,464,020 51%
Global Equity Income £255,849,487 £234,711,361 £490,560,848 48%
Jap Small £3,810,492 £16,413,033 £20,223,525 81%
Japan £261,686,291 £461,544,110 £723,230,401 64%
Latin Amer £451,862 £243,569 £695,431 35%
Mixed 0-35 £113,557,554 £111,486,881 £225,044,435 50%
Mixed 20-60 £466,055,256 £246,954,433 £713,009,690 35%
Mixed 40-85 £359,055,853 £371,539,522 £730,595,375 51%
Money Mkt £359,054,795 £389,949,846 £749,004,642 52%
Multi Asset £68,205,400 £281,947,004 £350,152,403 81%
N Am Small £84,152,150 £111,839,553 £195,991,703 57%
N. America £641,229,448 £932,475,713 £1,573,705,161 59%
Other £699,862,107 £1,587,672,030 £2,287,534,138 69%
Property £679,087,131 £551,609,079 £1,230,696,209 45%
Protected £209,287 £200,360 £409,646 49%
Spec. £1,058,228,071 £2,129,735,195 £3,187,963,266 67%
ST Corp B £933,635,694 £917,067,838 £1,850,703,532 50%
ST High Y £73,809,156 £122,078,424 £195,887,581 62%
ST Strat B £984,871,343 £1,039,333,019 £2,024,204,363 51%
Tech + Tele £87,503,398 £123,825,252 £211,328,650 59%
UK All Co £905,050,202 £922,529,775 £1,827,579,978 50%
UK All Co Ethic £3,405,861 £4,640,800 £8,046,661 58%
UK All Co Index £288,302,080 £347,659,500 £635,961,580 55%
UK E+B Inc £96,457,786 £62,180,347 £158,638,133 39%
UK Eq Inc £774,759,771 £1,181,434,157 £1,956,193,928 60%
UK Gilt £330,260,595 £286,842,474 £617,103,069 46%
UK Lnk Gilt £198,898,795 £156,854,316 £355,753,112 44%
UK SmallCo £186,730,910 £171,922,921 £358,653,831 48%
Unclass £479,757,522 £614,766,429 £1,094,523,952 56%
Grand total £16,994,417,997 £21,411,907,900 £38,406,325,897 56%

 

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