Investment by insurance companies, pension funds and trusts, UK
Investment choices of financial institutions based on transactions, including balance sheet data for short-term assets, liabilities, income and expenditure data.
This publication considers the investment choices of insurance companies, self-administered pension funds, investment trusts, unit trusts and property unit trusts. Before viewing the publication, it is recommended that readers familiarise themselves with the institutional groups covered within.
These institutions control £4 trillion of assets and engage in considerable volumes of investment activity to fund their operations. An understanding of their investments and assets is important to monitor the stability of the financial sector and is used in the compilation of the UK National Accounts.
The release includes quarterly net investment data arising from financial transactions (investments) made by these institutions. Also included are quarterly balance sheet data for short-term assets and liabilities, plus quarterly income and expenditure data for insurance companies and self-administered pension funds. All data are reported at current prices with the effects of price changes included.
All data hosted on the Integrated Data Service (IDS) are de-identified.