Passive Fund ISAs

 

Passive fund ISAs provide access to a wide range of assets and international markets. Passive funds invest in one particular index, such as the FTSE 100. They offer a low-cost investment option, because the funds are designed to track one index, so management and trading costs are reduced.

Investing in passive fund ISAs means you can gain exposure to a variety of investments and not pay any capital gains or income tax on the potential returns, so compare the latest passive fund ISAs below to diversify your portfolio and maximise your tax-efficient savings allowance.

 

 

Passive Fund ISAs
Fund ManagerFundFactsheetMore Info
FTSE 100 IndexFactsheetMore Info
The Fund aims to provide long term capital growth by matching the return of the FTSE 100 Index. The Fund will invest in companies that make up the FTSE 100 Index.
Emerging Markets Stock IndexFactsheetMore Info
Seeks to track the performance of the Morgan Stanley Capital International ("MSCI") Emerging Markets Index, a market-capitalisation-weighted index of companies in emerging markets in Europe, Asia, Africa, Latin America, and Middle East.
All Stocks Gilt IndexFactsheetMore Info
The investment objective of this Trust is to track the total return of UK Government Securities as represented by the investment in a representative sample of stocks.
Global Bond IndexFactsheetMore Info
The fund seeks to provide current returns consistent with the performance of the Barclays Capital Global Aggregate Float Adjusted Bond Index, a market-weighted index of global government, government-related agencies, corporate and securitised fixed-income securities.
Japan IndexFactsheetMore Info
The Fund's investment objective is to provide long term capital growth by matching the capital performance of the FTSE World Japan Index.
European IndexFactsheetMore Info
The Fund's investment objective is to provide long term capital growth by matching the capital performance of the FTSE World Europe excluding UK Index.
Global Health and Pharmaceuticals IndexFactsheetMore Info
The objective of the scheme is to secure capital growth from a portfolio of securities representing companies engaged in Health, Pharmaceuticals and Biotechnology.Securities in respect of all such companies in the FTSE World Index will normally be held with weightings generally proportionate to their market capitalisation.
US Equity IndexFactsheetMore Info
The Vanguard U.S. Equity Index Fund (the “Fund”) seeks to track the performance of the S&P Total Market Index (the “Index”).
FTSE UK Equity IndexFactsheetMore Info
The fund employs an indexing investment strategy designed to achieve a result.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below. 

Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

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