We’re often asked for data on retail sales to passive funds. The latest IA data show that in 2017, net retail sales to passive tracker funds were £9.2bn, which is 19.5% of total net retail sales. 

NB: IA data does not include ETFs

Source: IA

About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.