Statistics - Collective Investment Schemes

(As at 31st December 2009)

  Structural Indicators Activity Indicators
    Number Total Value of Assets (£GBPmil) Net Value of Assets (£GBPmil)

CIS Incorporated/registered in the jurisdiction

   Public CIS (including fund of funds) 2 37 36
  Public CIS (excluding fund of funds) 2 37 36
  Private CIS (including fund of funds) 73 1175 929
  Private CIS (excluding fund of funds) 73 1175 929
  Total (including fund of funds) 75 1212 965
  Total (excluding fund of funds) 75 1212 965

CIS Managed in the jurisdiction

  Public CIS (including fund of funds) 3 498 492
  Public CIS (excluding fund of funds) 3 498 492
  Private CIS (including fund of funds) 73 1175 929
  Private CIS (excluding fund of funds) 73 1175 929
  Total (including fund of funds) 76 1673 1421
  Total (excluding fund of funds) 76 1673 1421

Note : Figures for private funds include statistics for Experienced Investor Funds. No statistics are available in respect of private funds per se. Statistics collated for Experienced Investor Funds do not differentiate between fund of funds and other types of schemes. Management of schemes has been interpreted as the operation of the scheme and not necessarily the investment management of the scheme.

Experienced Investor Funds

The following figures represent the Experienced Investor Funds registered in the jurisdiction as at 31 December 2009. To note that these figures are already incorporated in those presented above.

Total value of assets is the value of the underlying shares held in the fund's portfolio together with other assets. While the Net value of assets is the Total value of assets less liabilities.

  Structural Indicators Activity Indicators
    Number Total Value of Assets (£GBPmil) Net Value of Assets (£GBPmil)
  Experienced Investor Funds 65  1,157 918