share ownership – improving back data october 2013

Share Ownership – Share Ownership – improving back dataimproving back data

October 2013October 2013

Multiple ownership pooled Multiple ownership pooled accountsaccounts

Relates to the allocation of data Relates to the allocation of data for multiple ownership pooled for multiple ownership pooled accounts to sectors accounts to sectors

Data for 1998 to 2008 based on Data for 1998 to 2008 based on analysis conducted in 1997analysis conducted in 1997

The analysis in 1997 was updated The analysis in 1997 was updated for the 2010 resultsfor the 2010 results

And again for the 2012 resultsAnd again for the 2012 resultsBut results for 1998, 1999, 2000, But results for 1998, 1999, 2000,

2001, 2002, 2003, 2004, 2006 and 2001, 2002, 2003, 2004, 2006 and 2008 are based on the 1997 2008 are based on the 1997 analysisanalysis

Multiple ownership - % of total Multiple ownership - % of total

1998 1999 2000 2001 2002 2003 2004 2006 200816.5 15.3 15.9 15.2 14.0 16.0 17.6 18.2 21.2

Comparison of 1997 and 2010 Comparison of 1997 and 2010 allocations (%)allocations (%)

1997 2010 Individuals 1 5.5Charities 0.7RoW 20 57.7Insurance 20 4.0Pension funds 50 7.7Investment trusts

3 0.8

Unit trusts 3 13.2BanksOFIs 3 9.9PNFC 0.4Public sector 0.1Total 100 100.0

Existing allocations (% of total) – RoW, Existing allocations (% of total) – RoW, Pension funds and InsurancePension funds and Insurance

Revised allocations (% of total) – RoW, Revised allocations (% of total) – RoW, Pension funds and InsurancePension funds and Insurance

Excluded accountsExcluded accounts

Relates to the allocation of data Relates to the allocation of data for excluded accounts to sectors for excluded accounts to sectors

Data for 1998 to 2008 based on Data for 1998 to 2008 based on analysis conducted in 1997analysis conducted in 1997

The analysis in 1997 was updated The analysis in 1997 was updated for the 2010 resultsfor the 2010 results

And again for the 2012 resultsAnd again for the 2012 resultsBut results for 1998, 1999, 2000, But results for 1998, 1999, 2000,

2001, 2002, 2003, 2004, 2006 and 2001, 2002, 2003, 2004, 2006 and 2008 are based on the 1997 2008 are based on the 1997 analysisanalysis

Excluded ownership - % of total Excluded ownership - % of total

1998 1999 2000 2001 2002 2003 2004 2006 2008 7.8 7.6 7.3 6.4 6.5 6.0 7.1 5.3 5.8

Comparison of 1997 and 2010 Comparison of 1997 and 2010 allocations (%)allocations (%)

1997 2010 Individuals 80 90RoW 20 10Total 100 100

Existing allocations (% of total) Existing allocations (% of total)

Revised allocations (% of total) Revised allocations (% of total)

Impact on the estimatesImpact on the estimates

Individual holdings (%)Individual holdings (%)

Rest of the World holdings (%)Rest of the World holdings (%)

Insurance holdings (%)Insurance holdings (%)

Pension fund holdings (%)Pension fund holdings (%)

OFIs holdings (%)OFIs holdings (%)

Unit trust holdings (%)Unit trust holdings (%)