Figures: All figures are in £ millions. Figures have therefore been rounded to the nearest £ million. Where a chart shows a value of £0 - this indicates a figure below £500,000.
Revisions: Each month small revisions to the figures may have been made since the previous release. This reflects additional information received.
Funds under management: From January 2007 Investment Association funds under management figures include additional institutional funds which were not previously included in the statistics.
ISA figures from January 2008: Figures are based on ISAs provided by fund companies and five platforms (Cofunds, Fidelity, Hargreaves Landsdown, Skandia and Transact). Figures for earlier years cover fewer platforms. The figures do not include ISAs provided by other platforms or where the ISA provider is an intermediary other than a platform. All figures include former PEPs.
Figures include ISAs invested in funds of funds
ISA figures exclude a small number of funds held on fund platforms but not in an Investment Association sector. These figures are, however, included in the Investment Association monthly press release tables, unless otherwise footnoted
Prior to January 2012, data is presented on a UK Domiciled basis. For more information see here: http://www.theinvestmentassociation.org/assets/files/consumers/UKInvestorwebsiteQA.pdf