PERSONAL EQUITY PLANS:

Transcription

1 : Values at end of each ISA subscription year Period from 6 April 1999 when further subscriptions were no longer allowed (launch of ISAs) until 5 April 2008 when PEPs were re-classified as Stocks & Shares ISAs Period from 6 TOTAL Shares Unit Trusts see Note 1 see Note 2 see Note 3 Corporate Bond Funds Trusts Year End m % m % m % m % m % m % m % m % m % m 5-Apr-00 94, , , , , , ,240 5-Apr-01 81, , , , , ,430 5-Apr-02 74, , , , , , , ,340 5-Apr-03 57, , , , , , ,440 5-Apr-04 66, , , , , , ,290 5-Apr-05 72, , , , , , ,840 5-Apr-06 79, , , , , , ,550 OEICs see Note 4 see Note 5 UCITS see Note 6 Cash see Note 7 5-Apr-07 79, , , , , , ,510 5-Apr-08* 67, , , , , , , , ,070 * Provisional Funds_NEW.xls PEP Note: All figures are rounded to the nearest 10million (total column may therefore differ from sum of categories) Note 1: Includes shares held in Single Company PEPs which existed separately until 5 April Apr-00: 9,880m of shares held in SCPs. 5-Apr-01: 8,000m of shares held in SCPs. Note 2: Corporate bonds held directly in PEPs including those issued by investment trusts. Note 3: Excluding corporate bond fund unit trusts. but including OEICs (apart from corporate bond fund OEICS) and Relevant UCITS for years to 5-Apr-00 & 5-Apr-01 only. Note 4: Excluding corporate bond fund OEICS. OEICs (apart from corporate bond fund OEICS) were included under 'unit trusts' in years to 5-Apr-00 & 5-Apr-01 only. Note 5: This column has been created by HMRC, using statistics obtained from the IMA. It comprises corporate bond funds held within unit trusts and OEICs at the end of March 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007 and 2008 respectively Note 6: UCITS (apart from corporate bond fund UCITS) were included under 'unit trusts' in years to 5-Apr-00 & 5-Apr-01 only. Note 7: Includes cash held in Single Company PEPs which existed separately until 5 April Apr-00: 180m of cash held in SCPs. 5-Apr-01: 200m of cash held in SCPs. (9.2)

2 Values at end of each ISA subscription year Period from 6 April 1999 until 5 April ,000 90,000 80,000 Cash UCITS Trusts Funds OEICs Unit Trusts [also OEICs & UCITS to Apr 2001 only] (Gilts) (s) Shares This chart covers the period during which subscriptions to PEPs were no longer allowed (following the launch of ISAs) until PEPs were re-classified as Stocks & Shares ISAs 70,000 60,000 ions milli 50,000 40,000 30,000 20,000 10,000 0 Funds_NEW.xls Chart PEP

3 Total Value at 5 April 2000: 94.0 bn Trusts 4% Unit Trusts, OEICS & UCITS 59% Funds 6% Cash 1% Bonds) 2% Shares 28% Funds_NEW.xls Chart PEP2000

4 Total Value at 5 April 2001: 81.1 bn Unit Trusts, OEICS & UCITS 56% Funds 7% Cash 2% Shares 29% Funds_NEW.xls Chart PEP2001

5 Total Value at 5 April 2002: 74.8 bn OEICs 19% Trusts 4% UCITS 0% Cash 2% Unit Trusts 39% Funds 7% Bonds) 2% Shares 27% Funds_NEW.xls Chart PEP2002

6 Total Value at 5 April 2003: 57.4 bn OEICs 27% UCITS 0% Cash 3% Funds 9% Unit Trusts 28% Shares 27% Funds_NEW.xls Chart PEP2003

7 Total Value at 5 April 2004: 66.9 bn OEICs 39% UCITS 0% Cash 2% Funds 7% Unit Trusts 21% Shares 25% Funds_NEW.xls Chart PEP2004

8 Total Value at 5 April 2005: 72.6 bn OEICs 39% UCITS 0% Cash 3% Funds 6% Unit Trusts 22% Shares 24% Funds_NEW.xls Chart PEP2005

9 Total Value at 5 April 2006: 79.5 bn OEICs 40% UCITS 1% Unit Trusts 23% Shares 23% Funds 5% Cash 2% Funds_NEW.xls Chart PEP2006

10 Total Value at 5 April 2007: 79.3 bn OEICs 41% UCITS 1% Unit Trusts 22% Shares 24% Funds 4% Cash 2% Funds_NEW.xls Chart PEP2007

11 Total Value at 5 April 2008: 67.7 bn OEICs 42% UCITS 2% Cash 3% Funds 4% Bonds) 2% Unit Trusts 21% Shares 21% (Gilts) 1% Funds_NEW.xls Chart PEP2008