Investment Analysis

Despite a rollercoaster year with Brexit, Boris taking the helm, his Election majority, followed now by Coronavirus and Trade deal issues, investment volumes have remained surprisingly stable.

Neither are there any significant shifts at sector level suggesting that most advisers have persuaded clients to hold tight. 

Recent volatility in February and March may spook many clients resulting in falling volumes. Others may seek buying opportunities in the ISA market before 6 April.

Panacea community - Investment sector sales by quarter 

Product Q1 19 Q2 19 Q3 19 Q4 19 Grand total
Abs Rtn £108,903,155.00 £133,366,482.00 £95,894,594.00 £57,964,553.00 £396,128,784.00
Asia ex Japan £131,199,100.00 £133,704,126.00 £94,200,511.00 £90,644,080.00 £449,747,816.00
Asia inc Japan £1,278,422.00 £258,677.00 £229,614.00 £24,408.00 £1,791,122.00
China £7,657,025.00 £7,877,075.00 £3,645,140.00 £3,728,352.00 £22,907,592.00
Euro + UK £3,489,152.00 £4,243,733.00 £592,354.00 £321,846.00 £8,647,085.00
Euro ex UK £119,313,798.00 £162,889,462.00 £113,261,000.00 £85,444,320.00 £480,908,580.00
Euro Small £120,642,744.00 £159,835,127.00 £7,639,414.00 £9,256,181.00 £297,373,467.00
Flexible £44,976,775.00 £50,808,761.00 £37,866,481.00 £30,251,867.00 £163,903,883.00
Glob Bond £83,366,132.00 £115,480,034.00 £35,690,634.00 £134,503,529.00 £369,040,328.00
Global £152,234,331.00 £176,595,708.00 £164,720,438.00 £207,787,888.00 £701,338,364.00
Global Emerging £126,594,900.00 £58,960,245.00 £114,119,881.00 £50,135,257.00 £349,810,284.00
Global Equity Income £28,886,727.00 £25,370,855.00 £12,264,615.00 £10,598,555.00 £77,120,752.00
Jap Small £4,491,362.00 £3,365,362.00 £1,767,170.00 £1,227,368.00 £10,851,262.00
Japan £113,636,861.00 £109,338,983.00 £69,930,209.00 £79,835,661.00 £372,741,714.00
Latin Amer £38,756.00 £8,637.00 £25,272.00 £15,614.00 £88,278.00
Mixed 0-35 £13,979,704.00 £35,140,701.00 £24,167,028.00 £23,364,631.00 £96,652,065.00
Mixed 20-60 £37,356,107.00 £45,805,354.00 £41,130,936.00 £36,348,822.00 £160,641,219.00
Mixed 40-85 £78,094,665.00 £98,424,987.00 £93,051,684.00 £82,624,738.00 £352,196,074.00
Money Mkt £61,638,970.00 £66,038,312.00 £44,050,639.00 £45,774,800.00 £217,502,722.00
Multi Asset £67,168,737.00 £83,540,471.00 £91,352,460.00 £98,286,421.00 £340,348,090.00
N Am Small £14,181,261.00 £11,656,313.00 £7,098,720.00 £7,699,752.00 £40,636,046.00
N. America £134,492,062.00 £245,708,958.00 £151,864,345.00 £118,817,476.00 £650,882,842.00
Other £516,106,552.00 £375,631,783.00 £396,056,478.00 £386,252,473.00 £1,674,047,286.00
Property £114,260,146.00 £138,977,146.00 £142,304,958.00 £119,336,101.00 £514,878,350.00
Protected £41,835.00 £886.00 £1,094.00 £77,911.00 £121,726.00
Spec. £417,175,388.00 £844,743,861.00 £506,789,266.00 £450,650,217.00 £2,219,358,731.00
ST Corp B £274,859,536.00 £208,687,285.00 £132,868,641.00 £152,593,871.00 £769,009,332.00
ST High Y £22,808,338.00 £22,161,436.00 £18,071,733.00 £11,675,682.00 £74,717,188.00
ST Strat B £246,073,610.00 £212,063,293.00 £195,649,812.00 £182,069,313.00 £835,856,028.00
Tech + Tele £24,027,099.00 £35,445,053.00 £36,778,951.00 £46,877,135.00 £143,128,239.00
UK All Co £178,197,959.00 £175,984,114.00 £125,940,261.00 £138,981,961.00 £619,104,294.00
UK All Co Ethic £1,039,307.00 £1,370,293.00 £912,290.00 £821,395.00 £4,143,285.00
UK All Co Index £81,201,023.00 £94,102,647.00 £95,925,519.00 £138,983,654.00 £410,212,843.00
UK E+B Inc £12,506,368.00 £16,033,155.00 £16,361,392.00 £13,084,826.00 £57,985,741.00
UK Eq Inc £209,471,821.00 £239,695,071.00 £136,646,294.00 £154,087,060.00 £739,900,246.00
UK Gilt £92,353,737.00 £73,178,511.00 £77,151,578.00 £59,645,815.00 £302,329,641.00
UK Lnk Gilt £31,941,878.00 £44,794,928.00 £63,881,083.00 £27,878,808.00 £168,496,697.00
UK SmallCo £32,274,019.00 £26,623,054.00 £25,114,841.00 £41,158,437.00 £125,170,351.00
Unclass £86,418,017.00 £261,300,635.00 £77,903,106.00 £69,568,724.00 £495,190,483.00
Grand total £3,794,377,378.00 £4,499,211,515.00 £3,252,920,436.00 £3,168,399,502.00

£14,714,908,831.00

 

Total Investment sector sales - last 4 quarters

Product Non User Sales Panacea Community Sales Total Market Share %
MM Other £2,113,796,128.00 £3,626,051,299.00 £5,739,847,426.00 63.2
Abs Rtn £526,063,828.00 £396,128,784.00 £922,192,612.00 43.0
Asia ex Japan £309,886,274.00 £449,747,816.00 £759,634,090.00 59.2
Asia inc Japan £428,182.00 £1,791,122.00 £2,219,303.00 80.7
China £44,366,121.00 £22,907,592.00 £67,273,713.00 34.1
Euro + UK £3,438,163.00 £8,647,085.00 £12,085,248.00 71.6
Euro ex UK £597,366,694.00 £480,908,580.00 £1,078,275,274.00 44.6
Euro Small £159,490,159.00 £297,373,467.00 £456,863,626.00 65.1
Flexible £460,227,703.00 £163,903,883.00 £624,131,587.00 26.3
Glob Bond £282,221,515.00 £369,040,328.00 £651,261,843.00 56.7
Global £590,352,843.00 £701,338,364.00 £1,291,691,207.00 54.3
Global Emerging £420,348,432.00 £349,810,284.00 £770,158,716.00 45.4
Global Equity Income £59,640,928.00 £77,120,752.00 £136,761,680.00 56.4
Jap Small £1,129,172.00 £10,851,262.00 £11,980,434.00 90.6
Japan £244,588,778.00 £372,741,714.00 £617,330,492.00 60.4
Latin Amer £156,974.00 £88,278.00 £245,253.00 36.0
Mixed 0-35 £117,081,850.00 £96,652,065.00 £213,733,915.00 45.2
Mixed 20-60 £348,187,192.00 £160,641,219.00 £508,828,410.00 31.6
Mixed 40-85 £375,341,720.00 £352,196,074.00 £727,537,793.00 48.4
Money Mkt £335,611,718.00 £217,502,722.00 £553,114,439.00 39.3
Multi Asset £63,967,152.00 £340,348,090.00 £404,315,242.00 84.2
N Am Small £11,290,275.00 £40,636,046.00 £51,926,321.00 78.3
N. America £377,646,008.00 £650,882,842.00 £1,028,528,849.00 63.3
Other £753,485,906.00 £1,674,047,286.00 £2,427,533,192.00 69.0
Property £524,677,598.00 £514,878,350.00 £1,039,555,948.00 49.5
Protected £31,547.00 £121,726.00 £153,273.00 79.4
Spec. £1,100,885,903.00 £2,219,358,731.00 £3,320,244,634.00 66.8
ST Corp B £839,956,430.00 £769,009,332.00 £1,608,965,762.00 47.8
ST High Y £48,801,703.00 £74,717,188.00 £123,518,891.00 60.5
ST Strat B £950,861,699.00 £835,856,028.00 £1,786,717,728.00 46.8
Tech + Tele £99,908,275.00 £143,128,239.00 £243,036,515.00 58.9
UK All Co £517,604,855.00 £619,104,294.00 £1,136,709,149.00 54.5
UK All Co Ethic £2,689,026.00 £4,143,285.00 £6,832,311.00 60.6
UK All Co Index £340,736,657.00 £410,212,843.00 £750,949,500.00 54.6
UK E+B Inc £60,899,275.00 £57,985,741.00 £118,885,016.00 48.8
UK Eq Inc £467,323,299.00 £739,900,246.00 £1,207,223,546.00 61.3
UK Gilt £415,986,026.00 £302,329,641.00 £718,315,668.00 42.1
UK Lnk Gilt £179,022,209.00 £168,496,697.00 £347,518,907.00 48.5
UK SmallCo £104,701,272.00 £125,170,351.00 £229,871,623.00 54.5
Unclass £358,519,822.00 £495,190,483.00 £853,710,305.00 58.0
Grand total £14,208,719,311.00 £18,340,960,130.00 £32,549,679,441.00 56.3

 

  Please contact sarahpaul@panaceaadviser.com if you are interested in speaking to us further.

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