Data on funds under investment management

 

  Class B

Qualifying Segregated Managed Accounts (QSMA)

Total

Date

No. of clients

£ billion

No. of QSMAs

£ billion

£ billion
30-Jun-25 16,100 36.163 11 5.239 41.402
31-Mar-25 15,806 36.103 12 5.726 41.829
31-Dec-24 15,863 37.276 13 6.276 43.552
30-Sep-24 15,870 36.154 20 7.683 43.837
30-Jun-24 16,023 35.803 18 6.450 42.253
31-Mar-24 15,821 34.861 16 6.712 41.573
31-Dec-23 15,821 32.863 17 6.637 39.499
30-Jun-23 15,847 31.368 19 7.241 38.609
31-Mar-23 16,412 30.913 20 6.882 37.795
31-Dec-22 15,986 30.268 20 6.932 37.200
30-Sep-22 15,558 30.278 9 3.336 33.614
31-Jun-22 15,967 29.800 13 3.893 33.694
31-Mar-22 15,923 31.923 10 1.902 33.031
31-Dec-21 15,628 31.802 10 1.523 33.324
30-Sep-21 15,558 30.851 9 1.380 32.231
30-Jun-21 15,473 30.469 10 1.373 31.842
31-Mar-21 15,408 28.825 10 1.363 30.188
31-Dec-20 15,454 28.387 10 1.177 29.564
30-Sep-20 15,363 27.349 10 1.175 28.525
30-Jun-20 15,359 27.111 10 1.218 28.329
31-Mar-20 14,919 24.633 10 1.452 26.085
31-Dec-19 15,010 26.823 10 1.368 28.191
30-Sept-19 14,853 27.128 10 1.429 28.557
30-Jun-19 14,914 26.744 10 1.353 28.097
31-Mar-19 14,665 24.496 10 1.517 26.031
31-Dec-18 14,795 23.678 16 1.56 25.238
30-Sep-18 14,587 24.789 23 2.36 24.791
30-Jun-18 14,535 24.277 25 1.33 26.869
31-Mar-18 14,608 22.455 22 1.26 23.715
31-Dec-17 14,172 22.212 22 1.59 23.802
30-Sep-17 13,997 22.06 20 1.295 23.355
30-Jun-17 12,372 20.846 22 1.427 22.273
31-Mar-17 13,481 21.489 16 1.871 23.36
31-Dec-16 14,030 20.64 16 1.924 22.564
30-Sep-16 12,869 19.707 16 1.981 21.688
30-Jun-16 12,268 21.583 18 2.195 23.778
31-Mar-16 12,604 21.054 21 2.114 23.168
31-Dec-15 11,464 21.694 18 1.817 23.511
30-Sep-15 12,236 19.398 18 1.754 21.152
30-Jun-15 12,173 20.318 17 1.54 21.858
31-Mar-15 11,778 20.87 19 1.922 22.792
31-Dec-14 11,664 20.806 n/a n/a 20.806
30-Sep-14 12,000 21.384 n/a n/a 21.384
30-Jun-14 12,222 21.799 n/a n/a 21.799
31-Mar-14 12,304 22.15 n/a n/a 22.15
31-Dec-13 14,627 22.158 n/a n/a 22.158
30-Sep-13 14,453 21.809 n/a n/a 21.809
30-Jun-13 13,971 22.464 n/a n/a 22.464
31-Mar-13 14,216 22.724 n/a n/a 22.724
31-Dec-12 14,209 21.202 n/a n/a 21.202
30-Sep-12 14,377 20.925 n/a n/a 20.925
30-Jun-12 14,590 20.657 n/a n/a 20.657
31-Mar-12 14,563 20.962 n/a n/a 20.962
31-Dec-11 14,381 20.802 n/a n/a 20.802
30-Sep-11 14,968 20.823 n/a n/a 20.823
30-Jun-11 15,267 22.229 n/a n/a 22.229
31-Mar-11 14,971 21.341 n/a n/a 21.341
31-Dec-10 14,736 21.394 n/a n/a 21.394
30-Sep-10 14,750 20.621 n/a n/a 20.621
30-Jun-10 14,718 20.2 n/a n/a 20.2
31-Mar-10 14,915 21.038 n/a n/a 21.038
31-Dec-09 14,765 19.691 n/a n/a 19.691
30-Sep-09 14,797 18.922 n/a n/a 18.922
30-Jun-09 15,400 17.648 n/a n/a 17.648
31-Mar-09 15,388 18.169 n/a n/a 18.169
31-Dec-08 15,558 18.843 n/a n/a 18.843
30-Sep-08 15,052 17.771 n/a n/a 17.771
30-Jun-08 16,618 18.467 n/a n/a 18.467
31-Mar-08 16,892 18.787 n/a n/a 18.787
31-Dec-07 17,629 19.297 n/a n/a 19.297
30-Sep-07 17,798 18.66 n/a n/a 18.66
30-Jun-07 18,070 18.481 n/a n/a 18.481
31-Mar-07 18,223 18.051 n/a n/a 18.051
31-Dec-06 18,587 18.254 n/a n/a 18.254
30-Sep-06 18,669 18.262 n/a n/a 18.262
30-Jun-06 19,119 17.616 n/a n/a 17.616
31-Mar-06 19,283 18.51 n/a n/a 18.51
31-Dec-05 19,570 18.243 n/a n/a 18.243
30-Sep-05 22,377 17.047 n/a n/a 17.047
30-Jun-05 21,513 16.29 n/a n/a 16.29
31-Mar-05 20,229 16.3 n/a n/a 16.3
31-Dec-04 19,989 15.882 n/a n/a 15.882
30-Sep-04 20,297 17.426 n/a n/a 17.426
30-Jun-04 20,188 17.703 n/a n/a 17.703
31-Mar-04 20,288 17.572 n/a n/a 17.572
31-Dec-03 20,710 18.135 n/a n/a 18.135
30-Sep-03 20,717 19.048 n/a n/a 19.048
30-Jun-03 20,400 18.306 n/a n/a 18.306
31-Mar-03 20,816 17.979 n/a n/a 17.979
31-Dec-02 22,595 19.509 n/a n/a 19.509