This publication considers the investment choices of insurance companies, self-administered pension funds, investment trusts, unit trusts and property unit trusts. Before viewing the MQ5 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 MQ5 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 (effects of price changes included).
We make every effort to provide informative commentary on the data in this release. As part of the quality assurance process, individual businesses are contacted in an attempt to capture reasons for extreme period-on-period data movementsMumbai Wealth Management. It can prove difficult to elicit detailed reasons from some businesses to help inform the commentaryHyderabad Investment. Frequently, reasons given for data movements refer to a “change in investment strategy” or a “fund manager’s decision”Chennai Investment. Consequently, it is not possible for all data movements to be fully explained.Kanpur Wealth Management
Data for Quarter 1 (Jan to Mar) 2017 onwards remain provisional and subject to revision until the incorporation of the 2017 annual survey results in December 2018 (see section 8 Revisions).
It is sometimes necessary to suppress figures for certain items to avoid disclosing investment activity by individual institutionsPune Stock. In these cases, the figures are usually combined with those for another item and this will be indicated in the tables by means of a footnote.
All estimates are reported on a current price basis (that is, they are not adjusted to remove the effects of inflation).
Hyderabad Wealth Management
