Survey at a glance
The Investment Trusts: Annual Return of Assets and Liabilities and Overseas Income and Interest Paid survey collects data on the assets and liabilities of Investment Trusts at the end of the year
The data are supplied to National Accounts customers for use in the Financial and Sector Accounts and the compilation of Gross Domestic Product (GDP) estimates within the UK National Accounts and the UK Balance of Payments. There are numerous other users within and outside government who use the data to produce various financial analyses and to inform policy decisions.
Results appear in the Blue Book, Pink Book and Investment by Insurance Companies, Pension Funds and Trusts (MQ5) Statistical Bulletin.
Investment Trusts Annual Return of Liabilities and Assets and Overseas Income and Interest Paid
Selection Criteria - UK trading businesses registered for VAT and/or PAYE
Population - Approximately 60
Sample - Approximately 60
Frequency - Annual
Dispatch Date – Between 1 and 3 January
Return by Date – Between 9 and 10 May
Please Note - Dispatch and Return by dates are a guide. They are subject to change due to national holidays and weekends.
Where are the data published?
The Insurance Companies, Pension Funds and Trusts (MQ5) Statistical Bulletin (combined with Unit Trusts).