Table of Contents
Introduction and Abbreviations
Executive Summary
-
-
- Ownership of savings and investment products, July 2000
-
Background
Market Factors
-
-
- Household income and spending, by age of head of household, 1990-98/99
- Weekly disposable household income, by occupational grouping of head of household, 1998-99
- The investment risk pyramid
- Illustration of inflation and increases in earnings, January 1995-May 2000 Money£acts/Mintel
- Clearing banks' base rates, January 1988-July 2000 Bank of England/Mintel
- FTSE-100 Index, January 1995-June 2000
- Changing saving priorities among adults, 1995-99
-
Market Size
-
-
- Total funds under management, May 2000
- Total funds under management, May 1998-May 2000
- Top ten unit trust sectors, by value and their presence in the ISA market, May 2000
- Investment trusts market capitalisation, 1992-June 2000
-
Advertising and Promotion
-
-
- The collective investment decision-making process
- Collective investment advertising expenditure, by top companies, May 1999-April 2000
- Unit trust ISAs, advertising expenditure, by top companies, 12 months to April 2000
- Investment trust ISAs advertising spend, by top companies, 12 months to April 2000
- Most important factor sought when making long-term investments, March 2000
-
Distribution
-
-
- Gross sales of unit trusts/OEICs, by distribution channel, 1996-2000
-
The Consumer
-
-
- Private unit trust investment, 1993-99
- Ownership of savings and investment products, July 2000
- Penetration of investment products, by socio-demographic characteristics, July 2000
- Liquid financial asset ownership, July 2000
- Liquid assets of UK consumers, by socio-demographic characteristics, July 2000
- Attitudes to saving and investment in general, July 2000
- Attitudes towards investment trusts and unit trusts, July 2000
- Cluster groups, by socio-demographic characteristics, July 2000
- Consumer cluster groups, by the overall level of financial holdings, July 2000
- Investments owned, by consumer cluster group, July 2000
-
The Future
Forecast
-
-
- Effect of changing socio-demographics on investor typologies, 2000-04
- Current and future ownership rates of collective investments, by typologies - three scenarios, 2000-04
- Current and future ownership rates of collective investments, by typologies - three scenarios, 2000-04
- Forecast of the net investment market according to scenarios, 2000-04
-
Back to top