Investing in passive fund ISAs can be a tax efficient way to diversify your investment portfolio. You can invest in a passive fund ISA up to your maximum allowance.
- Fund Choice: Tracks FTSE 100 Index
- Invest From: £20 pm
- Investment Options: Provides exposure to the FTSE 100 index of the largest companies listed on the London Stock Exchange at a highly competitive price.
A low cost way of looking for capital growth by tracking the 100 most capitalised mature companies listed on the London Stock Exchange. You can invest up to £20,000 this tax year, with a low minimum of £100 lump sum or £20 per month, and you can manage your account easily online.
This fund is available via: Legal and General investment platform »
Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
- Fund Choice: Tracks the FTSE 100 Index
- Invest From: £25 pm
- Investment Options: Provides exposure to the FTSE 100 index of the largest companies listed on the London Stock Exchange at a highly competitive price.
A super low cost FTSE 100 tracker ETF fund with a 0.07% pa annual charge. The product has a record of tracking its benchmark to a high degree of accuracy and scored ahead of rivals on this measure.
This fund is available via: Interactive Investor platform »
Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
- Fund Choice: Tracks FTSE 250 Index
- Invest From: £50 pm
- Investment Options: Tracks the FTSE 250 index of medium-sized companies, providing a greater UK domestic focus than the FTSE 100.
Low cost FTSE 250 tracker with a 0.10% pa annual charge.
It comes from one the most established players. This is an ‘Accumulation’ product, meaning any income generated is reinvested.
This Fund seeks to track the performance of the FTSE 250 Index, a widely recognised benchmark of mid cap sized companies of the United Kingdom.
Available via:
Fidelity investment platform »
Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
- Fund Choice: Tracks FTSE All Share
- Invest From: £20 pm
- Investment Options: Invests in shares of UK companies listed on the London Stock Exchange.
Why we like it: A low cost way of looking for capital growth by tracking the UK stock market as represented by the index. No initial charges. You can invest up to £20,000 this tax year, with a low minimum of £100 lump sum or £20 per month, and you can manage your account easily online.
This fund is available via: Legal and General investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
FTSE International Index Fund ISA
from Legal & General
- Fund Choice: Tracks FTSE World Index (excluding UK)
- Invest From: £20 pm
- Investment Options: Invests in shares of large and medium sized companies, as measured by market capitalisation, listed on a range of world stock markets (excluding the UK), weighted by the size of those markets.
Why we like it: A low cost way of looking for capital growth by tracking the shares of middle and large companies by capitalisation across all economic sectors in developed and advanced emerging markets (excluding the UK) as represented by the index. No initial charges. You can invest up to £20,000 this tax year, with a low minimum of £100 lump sum or £20 per month, and you can manage your account easily online.
This fund is available via: Legal and General investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
- Fund Choice: Tracks FTSE USA Index
- Invest From: £20 pm
- Investment Options: Invests in shares of large and medium sized companies, as measured by market capitalisation, in the United States of America.
Why we like it: A low cost way of looking for capital growth by tracking the capital performance of the FTSE USA Index. No initial charges. You can invest up to £20,000 this tax year, with a low minimum of £100 lump sum or £20 per month, and you can manage your account easily online.
This fund is available via: Legal and General investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Important Information: Invests in shares of large and medium sized companies, as measured by market capitalisation, in the United States of America. Market capitalisation is the current market value of the company, calculated by multiplying the current share price by the number of shares outstanding.
FTSE Global Technology Index Tracker Fund
from Legal & General
- Fund Choice: Tracks FTSE World Technology Index
- Invest From: £25 pm
- Investment Options: Invests in the shares of global companies engaged in information technology activities e.g. Microsoft and Apple, as represented by the Index.
Low cost technology fund with a competitive 0.70% ongoing annual charge.
A low cost way of investing in shares of global companies engaged in information technology activities, as represented by the FTSE World Technology Index. The fund has significant holdings in Apple and Microsoft. You can invest up to £20,000 this tax year, with a low minimum of £100 lump sum or £20 per month, and you can manage your account easily online. Top company holdings include Apple, Microsoft, Google and Facebook.
This fund is available via: Legal and General investment platform »
Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
- Fund Choice: Managed Ethical Investment Funds
- Invest From: £20 per month or £100 single
Why we like it: The Future World fund range range allows you to invest in funds that seek to make positive change. The Gender in Leadership UK Index Fund tilts the investments in the fund towards companies with better gender diversity, while the Future World Climate Change identifies companies that are critical to the shift to a low-carbon economy and are paying special attention to their actions.
This fund is available via: Legal and General investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Why we like it: A low cost ethical fund (0.25% pa ongoing charge) with the objective of the Fund is to provide growth by tracking the performance of the FTSE 350 Index (the “Index”), excluding shares of companies whose business does not meet a range of ethical and environmental guidelines (“ethical screening methodology”) determined by an external agency chosen by the Manager.
This fund is available via: Legal and General investment platform »
*Historic yield correct as at 30/11/2020
Important information: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.