Investment Analysis

Panacea community - Top 20 Investment sector sales by quarter 

Product Q4 18 Q1 19 Q2 19 Q3 19 Grand total
Abs Rtn £148,374,479 £113,790,411 £135,942,412 £97,859,416 £495,966,718
Asia ex Japan £98,971,292 £135,525,914 £139,119,480 £96,050,866 £469,667,552
Asia inc Japan £2,389,060 £1,285,156 £258,837 £229,614 £4,162,666
China £6,567,175 £7,659,200 £7,889,660 £3,652,361 £25,768,395
Euro + UK £2,708,539 £3,539,369 £4,338,834 £593,742 £11,180,484
Euro ex UK £191,519,328 £136,758,427 £170,064,752 £115,140,754 £613,483,261
Euro Small £151,006,903 £126,495,364 £167,408,600 £8,475,704 £453,386,572
Flexible £38,165,258 £46,102,540 £51,799,892 £38,037,763 £174,105,453
Glob Bond £129,306,150 £84,721,180 £129,811,817 £36,172,930 £380,012,077
Global £160,349,777 £159,915,082 £182,565,529 £169,930,998 £672,761,386
Global Emerging £131,585,914 £127,432,533 £60,285,119 £115,271,291 £434,574,857
Global Equity Income £70,108,160 £29,449,777 £26,400,033 £15,051,006 £141,008,975
Jap Small £4,169,423 £4,511,717 £3,390,241 £1,786,498 £13,857,880
Japan £143,684,261 £114,886,863 £111,955,806 £71,023,510 £441,550,440
Latin Amer £3,781 £38,058 £8,174 £4,904 £54,918
Mixed 0-35 £22,469,891 £14,611,113 £35,747,621 £24,890,366 £97,718,991
Mixed 20-60 £71,172,775 £38,039,066 £47,170,000 £43,699,983 £200,081,824
Mixed 40-85 £92,872,078 £78,838,004 £99,772,926 £94,153,219 £365,636,226
Money Mkt £107,233,959 £86,766,172 £74,026,102 £51,733,895 £319,760,128
Multi Asset £66,290,969 £67,168,737 £83,540,471 £91,352,460 £308,352,638
N Am Small £46,906,190 £14,268,910 £11,669,016 £7,099,020 £79,943,136
N. America £326,799,034 £147,719,315 £259,077,553 £159,929,845 £893,525,747
Other £468,045,568 £529,878,284 £396,920,645 £407,855,769 £1,802,700,265
Property £146,059,408 £117,614,275 £143,736,568 £144,887,338 £552,297,590
Protected £110,900 £41,835 £886 £1,170 £154,791
Spec. £470,328,951 £429,100,495 £879,947,429 £524,094,064 £2,303,470,939
ST Corp B £173,312,175 £280,121,719 £214,547,605 £134,995,513 £802,977,013
ST High Y £30,437,940 £23,265,839 £22,766,021 £18,638,628 £95,108,428
ST Strat B £244,775,748 £249,345,150 £213,345,123 £197,949,914 £905,415,936
Tech + Tele £27,935,482 £24,422,012 £36,006,879 £38,964,888 £127,329,262
UK All Co £263,029,601 £194,099,898 £180,517,568 £152,826,412 £790,473,480
UK All Co Ethic £732,878 £1,059,904 £1,439,768 £918,936 £4,151,486
UK All Co Index £89,084,323 £84,077,365 £96,467,854 £98,485,227 £368,114,768
UK E+B Inc £15,782,460 £12,811,005 £16,144,138 £16,410,822 £61,148,425
UK Eq Inc £312,992,284 £214,898,076 £242,944,492 £138,937,046 £909,771,898
UK Gilt £59,536,184 £94,252,635 £83,577,706 £82,428,587 £319,795,112
UK Lnk Gilt £52,372,691 £33,347,696 £46,441,369 £65,587,755 £197,749,512
UK SmallCo £51,569,637 £32,732,702 £27,185,674 £25,252,830 £136,740,843
Unclass £129,848,952 £88,047,305 £263,178,141 £79,945,291 £561,019,689
Grand total £4,548,609,580 £3,948,639,103 £4,667,410,742 £3,370,320,334 £16,534,979,759

 

Q4 18 - Q3 19 top 20 MM & unit trust sales

Product Non User Sales Panacea Community Sales Total Market Share
MM Other £1,964,604,566 £3,660,204,146 £5,624,808,712 65%
Abs Rtn £663,240,245 £495,966,718 £1,159,206,962 43%
Asia ex Japan £344,038,364 £469,667,552 £813,705,916 58%
Asia inc Japan £599,122 £4,162,666 £4,761,788 87%
China £55,267,189 £25,768,395 £81,035,584 32%
Euro + UK £4,028,997 £11,180,484 £15,209,480 74%
Euro ex UK £634,018,982 £613,483,261 £1,247,502,244 49%
Euro Small £203,758,892 £453,386,572 £657,145,464 69%
Flexible £453,709,777 £174,105,453 £627,815,230 28%
Glob Bond £270,432,317 £380,012,077 £650,444,394 58%
Global £540,949,883 £672,761,386 £1,213,711,269 55%
Global Emerging £391,153,907 £434,574,857 £825,728,764 53%
Global Equity Income £141,977,501 £141,008,975 £282,986,476 50%
Jap Small £1,666,797 £13,857,880 £15,524,677 89%
Japan £244,293,204 £441,550,440 £685,843,644 64%
Latin Amer £326,387 £54,918 £381,305 14%
Mixed 0-35 £109,760,997 £97,718,991 £207,479,988 47%
Mixed 20-60 £391,874,651 £200,081,824 £591,956,475 34%
Mixed 40-85 £352,056,399 £365,636,226 £717,692,625 51%
Money Mkt £295,278,412 £319,760,128 £615,038,540 52%
Multi Asset £59,481,041 £308,352,638 £367,833,680 84%
N Am Small £41,592,573 £79,943,136 £121,535,709 66%
N. America £570,781,112 £893,525,747 £1,464,306,859 61%
Other £679,515,199 £1,802,700,265 £2,482,215,464 73%
Property £545,851,190 £552,297,590 £1,098,148,781 50%
Protected £157,834 £154,791 £312,625 50%
Spec. £886,716,455 £2,303,470,939 £3,190,187,393 72%
ST Corp B £835,831,731 £802,977,013 £1,638,808,744 49%
ST High Y £58,486,621 £95,108,428 £153,595,049 62%
ST Strat B £1,019,003,849 £905,415,936 £1,924,419,784 47%
Tech + Tele £80,441,777 £127,329,262 £207,771,039 61%
UK All Co £687,559,683 £790,473,480 £1,478,033,163 53%
UK All Co Ethic £2,590,111 £4,151,486 £6,741,597 62%
UK All Co Index £280,280,664 £368,114,768 £648,395,432 57%
UK E+B Inc £70,000,924 £61,148,425 £131,149,348 47%
UK Eq Inc £602,007,135 £909,771,898 £1,511,779,033 60%
UK Gilt £413,479,753 £319,795,112 £733,274,865 44%
UK Lnk Gilt £190,886,558 £197,749,512 £388,636,070 51%
UK SmallCo £145,896,095 £136,740,843 £282,636,938 48%
Unclass £382,914,451 £561,019,689 £943,934,140 59%
Grand total £14,616,511,344 £20,195,183,905 £34,811,695,249 58%

 

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