FACTBOX-UK asset management allocations and clients

Tue Jul 14, 2009 8:59am EDT
 
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 July 14 (Reuters) - Britain's Investment Management Association this week
published its annual review of the industry, highlighting trends dominating the
industry. [ID:nLE462305] [ID:nLE462188]
 The IMA published data confirming a switch away from equities and a move
towards emerging markets in 2008, among other findings.
Following are tables with details of asset allocations and client types at
UK-based asset managers, sourced from the IMA report.
 
 
 UK ASSET ALLOCATION          2008            2007
 
 Equities                     41.0 percent    51.6 percent
 Bonds                        38.7 pct        31.8 pct
 Cash                         11.4 pct         9.2 pct
 Other                         4.6 pct         3.0 pct
 Property                      4.4 pct         4.4 pct
UK ALLOCATIONS BY REGION     2008            2007
 
 UK                           46.2 percent    51.4 pct
 Europe ex-UK                 20.6 pct        18.1 pct
 North America                15.6 pct        14.8 pct
 Emerging market               6.0 pct         4.3 pct
 Japan                         5.8 pct         4.7 pct
 Pacific ex-Japan              5.2 pct         5.8 pct
 Other                         0.6 pct         0.9 pct
 
 UK CLIENTS                   2008            2007
 
 Corporate pension funds      29.7 percent    29.1 percent
 Insurance                    25.1 pct        24.9 pct
 Retail                       19.4 pct        22.8 pct
 Other institutional          14.9 pct        13.6 pct
 Local Authority               6.5 pct         7.1 pct
 Sovereign Wealth Fund         1.6 pct         n/a *
 Private Client                1.6 pct         1.3 pct
 Charity                       1.3 pct         1.2 pct
 
 *Sovereign wealth funds were included in 'Other Institutional' in 2007.
 (Compiled by Joel Dimmock)
 (For the Hedge Hub blog: blogs.reuters.com/hedgehub)
 (For Global Investing: here)

 

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