Survey at a glance
The Unit Trusts: Annual Return of Assets and Liabilities survey collects data on the assets and liabilities of Unit Trusts at the end of the year
The data is 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.
Selection Criteria - UK trading businesses registered for VAT and/or PAYE
Population - Approximately 80
Sample - Approximately 80
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.