£3.2bn
£X.Xbn
7,835
1,499
£XXX.Xm
The Open-Ended Investment Company Activities industry's revenue is set to contract at a compound annual rate of 5.9% over the five years through 2024-25 to £3.2 billion. The total assets under management in the industry have increased over the past decade, thanks in part to the rollout of automatic enrolment into pensions and the launch of pension funds' capital invested into OEICs. High interest rates caused by soaring inflation damaged the short-term value of fixed assets in portfolios and limited interest in equities. This hampered various markets, including Real Estate, growth industries like FinTech and capital-intensive companies.
Industry revenue has declined at a CAGR of 5.9 % over the past five years, to reach an estimated £3.2bn in 2024.
Market size is projected to grow over the next five years.
Company | Market Share (%)
2025 | Revenue (£m)
2025 |
---|---|---|
abrdn plc | 124.8 | |
BlackRock Investment Management (UK) Ltd | 87.9 | |
Invesco | 39.8 |
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Industry revenue is measured across several distinct product and services lines, including Overseas equity funds, Fixed-income funds and UK equity funds. Overseas equity funds is the largest segment of the Open-Ended Investment Company Activities in the UK.
Overseas equity funds remain a popular choice
Open-ended investment companies (OEICs) are legal entities organised to pool securities or other financial assets on behalf of shareholders or beneficiaries in order to generate financial return through investments. OEICs are authorised by the Financial Conduct Authority under the Open-Ended Investment Companies Regulations 2001 legislation. The industry does not include unit trusts.
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SIC 64.30/4 - Open-Ended Investment Company Activities in the UK
Get an indication of the industry's health through historical, current and forward-looking trends in the performance indicators that make or break businesses.
AUM fluctuations impact OEICs’ performance. AUM has seen steady growth, driving up revenue, although this was interrupted by economic disruptions caused by the high interest ...
Learn about an industry's products and services, markets and trends in international trade.
High interest rates buoy fixed-income funds. Sharp inflation has led to successive interest rate hikes, driving demand for fixed-income funds that will now generate higher re...
Discover where business activity is most concentrated in an industry and the factors driving these trends to find opportunities and conduct regional benchmarking.
London is a magnet for OEICs. The capital's status as a financial hub offers firms access to a vast workforce skilled in finance and a broad network of investors.
Get data and insights on what's driving competition in an industry and the challenges industry operators and new entrants may face, with analysis built around Porter's Five Forces framework.
Fee structure, returns and reputation determine OEICs’ competitiveness. The attractiveness of a fund depends on how its service fees compare to its returns, its performance a...
Learn about the performance of the top companies in the industry.
High levels of differentiation keep OEICs from gaining an edge. OEICs tend to target specific levels of risk and rewards, so they attract different investors, which prevents ...
Understand the demographic, economic and regulatory factors that shape how businesses in an industry perform.
MiFID II ups OEICs' cost transparency. These regulations have prompted OEICs to explicitly disclose all their costs, leading to greater investor awareness but also potential ...
View average costs for industry operators and compare financial data against an industry's financial benchmarks over time.
Profit heavily relies on revenue generation. Returns have recovered in recent years, moving in line with assets under management (AUM), from which management fees are drawn.
Including values and annual change:
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Key data sources in the UK include:
Analysts also use industry specific sources to complement catch-all sources, although their perspective may focus on a particular organization or representative body, rather than a clear overview of all industry operations. However, when balanced against other perspectives, industry-specific sources provide insights into industry trends.
These sources include:
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IBISWorld’s analysts and data scientists use the sources above to create forecasts for our proprietary datasets and industry statistics. Depending on the dataset, they may use regression analysis, multivariate analysis, time-series analysis or exponential smoothing techniques to project future data for the industry or driver. Additionally, analysts will leverage their local knowledge of industry operating and regulatory conditions to impart their best judgment on the forecast model.
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The market size of the Open-Ended Investment Company Activities in the UK industry in United Kingdom is £3.2bn in 2024.
There are 1,499 businesses in the Open-Ended Investment Company Activities in the UK industry in United Kingdom, which has declined at a CAGR of 1.2 % between 2019 and 2024.
The market size of the Open-Ended Investment Company Activities in the UK industry in United Kingdom has been declining at a CAGR of 5.9 % between 2019 and 2024.
Over the next five years, the Open-Ended Investment Company Activities in the UK industry in United Kingdom is expected to grow.
The biggest companies operating in the Open-Ended Investment Company Activities market in United Kingdom are abrdn plc, BlackRock Investment Management (UK) Ltd and Invesco
Overseas equity funds and Fixed-income funds are part of the Open-Ended Investment Company Activities in the UK industry.
The company holding the most market share in United Kingdom is abrdn plc.
The level of competition is high and steady in the Open-Ended Investment Company Activities in the UK industry in United Kingdom.