UK Savings & Investments Databases 2011: Release One

Introduction

Datamonitor releases the UK Savings and Investments Database twice in the year. Release One includes 2010 hard data for all sectors except NS&I and ISAs, and some deposits competitor data, all of which will be available in Release Two. Historic data are presented from 2006, while forecasts run to 2015. The database is accompanied by further analysis of the market in Microsoft PowerPoint.

Features and benefits

* Assess the relative size and industry dynamics across each savings and investment class, to identify key strategic areas for product development
* Understand the how the current economic climate impacts on the future growth in balances of each savings and investments asset class
* Track your competition's share of the deposits, unit trust/OEIC and investment trust markets with our competitive data through 2010.

Highlights

Deposits and unit trusts/OEICs dominate retail savings and investments, and continued to grow through the recession. Retail equity balances, on the other hand, contracted by 4% during the market downturn as negative performance and outflows took their toll.
“Safe haven” investing characterized the 2008–10 period. But retail mutual funds also saw inflows as investors sought to buy into the opportunities that market devaluation presented.

Your key questions answered

* How have balances changed over the past five years for each savings and investments asset class?
* How much of the change in balances is due to investor interest (i.e. net inflows) and how much is due to market performance?
* Will retail savings and investments rebalance and if so, which asset classes will investors favour, and which ones will become less important?
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OVERVIEW
Catalyst
Summary
Methodology
INTRODUCTION
Database content
APPENDIX
Definitions
Deposits
Bonds
Direct investment in equity
Investment trusts
Unit trusts
OEICs
ISAs
Retail
Forecasting methodology
Selecting and projecting the macroeconomic variables
S&I data sources
Deposit market data
Deposit market shares
ISA market data
ISA market shares
Unit trust/OEIC market data
Unit trust/OEIC market shares
Investment Trust market data
Investment Trust market shares
Equity market data
Bonds market data
NS&I market data
Ask the analyst
Datamonitor consulting
Disclaimer
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