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Special Note: Wholesale trusts and other funds: Assets by product type (T48)

View all Special Notes related to Wholesale trusts and other funds: Assets by product type (T48).

Pausing of T48 table

25 August 2022

Production of the T48 table (Wholesale trusts and other funds: Assets by product type) has been paused while we look into the quality of the ‘Wholesale funds from other sources: Other financial investment funds’ time series. The identified series accounts for less than 1% of total funds under management and therefore has a low impact on the high-level aggregates published under the Quarterly Managed Funds Survey, and does not affect any of the key uses of this survey. Web page analytics show very limited use of this table, however; if you are impacted please contact [email protected].


Note on unit in trusts and wholesale clients

25 February 2022

Previously, one large provider reported cross invested funds in wholesale trusts in more than one category and from Q3 2021 this has been addressed causing a fall in unit in trusts and wholesale clients. Total funds under management are unaffected by this change.