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Open-Ended Investment Company Activities in the UK: Market Research Report

Market Research • Market Size • Industry Statistics • Industry Analysis • Industry Trends

Open-Ended Investment Company Activities Market Research Report | SIC K64.304 | Aug 2016

Profitable openings: The industry is expected to grow despite the effects of the EU referendum

The Open-Ended Investment Company Activities market research report provides key industry analysis and industry statistics, measures market size, analyzes current and future industry trends and shows market share for the industry’s largest companies. IBISWorld publishes the largest collection of industry reports so you can see an industry’s supply chain, economic drivers and key buyers and markets.

Report Snapshot
Market Share of Companies
There are no companies with a dominant market share
Industry Statistics & Market Size
Annual Growth 12-17
Annual Growth 17-22
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Industry Threats & Opportunities
  • Growth in 2016-17 is expected to be limited by uncertainty surrounding the referendum
  • OEICs have proved popular among investors due to their simplicity and diversity
  • The industry is expected to benefit from the upcoming rise in the state pension age
  • ... purchase to read more

Industry Analysis & Industry Trends

Open-ended investment companies (OEICs) and unit trusts are both a type of collective investment scheme that can constantly adjust investment strategy and fund size. Funds invest in a range of assets, including domestic and global equities, government and corporate bonds and other fixed income securities. OEICs are priced to reflect the net asset value (assets less liabilities) of their investments. While fund styles differ significantly to reflect different risk-return preferences, industry performance is nonetheless highly correlated with the performance of financial markets, particularly equity markets.

In the aftermath of the financial crisis, OEICs have performed relatively well as compared with their pooled investment peers... purchase to read more

Industry Report - Industry Analysis Chapter

Open-ended investment companies (OEICs) were first launched at the beginning of 1997. They are an example of a collective investment scheme. Under the scheme, investors' funds are pooled and later invested and managed by the Authorised Corporate Directors (ACDs) according to the investment prospectus that was issued to prospective investors. The pooled funds are invested following the investment style disclosed in the prospectus, which can range from fixed-income securities to UK equities. The industry makes its earnings from capital gains, dividend receipts and bank interest. As a result, industry revenue is derived as the summation of those items. Unit trusts are also included in the industry, although there are minor technical distinctions between OEICs and unit trusts. Uni.. purchase to read more

Additional Insights for the Open-Ended Investment Company Activities Industry

IBISWorld identifies 250 Key Success Factors for a business.The most important for the Open-Ended Investment Company Activities Industry are

  • Having an extensive distribution/collection network
  • Recommendation/accreditation from authoritative source
  • Having a high prior success rate (including completed prior contracts)
  • IBISWorld analysts also discuss how external factors such as MSCI World Index and FTSE 100 in the Open-Ended Investment Company Activities industry impact industry performance... purchase to read more


    Industry ProductsRelated Reports

    What is the Open-Ended Investment Company Activities Industry?

    Open-ended investment companies (OEICs) are legal entities organised to pool securities or other financial assets, without managing, on behalf of shareholders or beneficiaries. OEICs are authorised by the Financial Services Authority under the Open-Ended Investment Companies (Companies with Variable Capital) Regulations. The industry also includes unit trusts, with the exception of property unit trusts (see IBISWorld report K64.305).

    Industry Products
    Money market fundsUK equity fundsOverseas equity fundsSovereign bond fundsBritish government securities fundsOthersCorporate bond funds
    Industry Activities
    Pooling securities or other financial assets Packaging financial assets that are sold to investors

    Table of Contents
    About this Industry
    Industry Definition
    Main Activities
    Similar Industries
    Additional Resources
    Industry at a Glance
    Industry Statistics Snapshot
    Industry Structure
    Executive Summary
    Industry Performance
    Executive Summary
    Key External Drivers
  • MSCI World Index
  • FTSE 100
  • Gross national savings rate
  • year bond rate
  • Current Performance
  • Equity markets rebound
  • Popularity of funds
  • Annuity reforms
  • Employment and profit
  • Chart: Revenue Growth
  • Industry Outlook
  • Bullish outlook
  • Pension benefits
  • Compliance costs
  • Table: Open-Ended Investment Company Activities Industry Revenue Outlook
  • Industry Life Cycle
  • Life cycle reasons
  • Chart: Benchmarking - Open-Ended Investment Company Activities Industry Lifecycle vs The Economy
  • Products & Markets
    Supply Chains
  • Key Buying Industries
  • Life Insurance
  • Pension Funding
  • Investment Banking & Securities Brokerage
  • Key Selling Industries
  • Fund Management Activities
  • Products & Services
  • UK equity funds
  • Overseas equity funds
  • Corporate bond funds
  • Money market funds
  • Others
  • British government securities funds
  • Sovereign bond funds
  • Chart: Open-Ended Investment Company Activities Industry Products and Services Segmentation
  • Demand Determinants
    Major Markets
  • Institutional funds
  • Retail investors
  • Chart: Major Market Segmentation for the Open-Ended Investment Company Activities Industry
  • International Trade
    Business Locations
  • Chart: Business Locations by State
  • Competitive Landscape
    Market Share Concentration
    Key Success Factors
    Cost Structure Benchmarks
  • Profit
  • Wages
  • Purchases, rent, utilities and depreciation
  • Other
  • Chart: Cost Structure Benchmarking – Sector vs Open-Ended Investment Company Activities
  • Basis of Competition
    Barriers to Entry
  • Table: Barrier to Entry Checklist for the Open-Ended Investment Company Activities Industry
  • Industry Globalization
    Major Companies
    There are no major players in this industry
    Operating Conditions
    Capital Intensity
  • Chart: Level of Capital Intensity for the Open-Ended Investment Company Activities Industry
  • Chart: Tools of the Trade: Growth Strategies for Success
  • Technology & Systems
    Revenue Volatility
  • Chart: Volatility vs Industry Growth
  • Regulation & Policy
    Industry Assistance
    Key Statistics
  • Table: Industry Data for the Open-Ended Investment Company Activities Industry
  • Includes:
  • Industry Revenue (2008-2022)
  • Industry Gross Product (2008-2022)
  • Establishments (2008-2022)
  • Businesses (2008-2022)
  • Employment (2008-2022)
  • Wages (2008-2022)
  • Total Assets (2008-2022)
  • Table: Annual Percentage Change for Key Industry Data
  • Table: Key Ratios for Industry Key Data
  • Jargon & Glossary
  • Stands for Authorised Corporate Director.
  • Aum
  • stands for Assets Under Management.
  • Net Asset Value
  • OEIC share prices reflect this value, which is derived by subtracting OEIC liabilities from assets.
  • Open-Ended Investment Company (Oeic)
  • An investment company that has a variable share capital. It issues or redeems shares to reflect the cash inflow and outflow of the fund.

  • Why Buy this Report?
    IBISWorld industry market research reports enable you to:
    • Find out about key industry trends
    • Identify threats and opportunities
    • Inform your decisions for marketing, strategy and planning
    • Quickly build competitive intelligence
    This report on Open-Ended Investment Company Activities:
    • Provides Market Size information to assist with planning and strategic decisions.
    • Includes the necessary information to perform SWOT, PEST and STEER analysis.
    • Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.
    • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.
    The Open-Ended Investment Company Activities market research report includes:
    • Historical data and analysis for the key drivers of this industry
    • A five-year forecast of the market and noted trends
    • Detailed research and segmentation for the main products and markets
    • An assessment of the competitive landscape and market shares for major companies
    • And of course, much more

    IBISWorld reports on thousands of industries around the world. Our clients rely on our information and data to stay up-to-date on industry trends across all industries. With this IBISWorld Industry Research Report on Open-Ended Investment Company Activities, you can expect thoroughly researched, reliable and current information that will help you to make faster, better business decisions.

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