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: £50 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. Income generated is reinvested.
The investment objective of the Fund is to deliver the net total return performance of the Benchmark Index (being the FTSE 100 Index), less the fees and expenses of the Fund. In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of equity securities that as far as possible and practicable consists of the component securities of the FTSE 100 Index, this Fund’s Benchmark Index.
Available via:
Fidelity investment platform »
Special offer:
Build your savings with an ISA, SIPP or Investment Account and receive £25. Exclusions, T&Cs apply.
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.
- 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 »
Special offer:
Build your savings with an ISA, SIPP or Investment Account and receive £25. Exclusions, T&Cs apply.
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.
- Fund Choice: Tracks FTSE All World Index
- Invest From: £50 pm
- Investment Options: Replicates returns from the FTSE All World, an index that encompasses both developed and emerging markets from around the world. Ranks among the cheapest products of its type. This is an ‘Accumulation’ product, meaning any income generated is reinvested.
Low cost tracker which provides global exposure with a annual management charge under 0.25% pa.
This Fund seeks to provide long-term growth of capital by tracking the performance of the FTSE All-World Index, a market-capitalisation weighted index of common stocks of large and mid cap companies in developed and emerging countries. The Fund employs a “passive management” – or indexing – investment approach, through physical acquisition of securities, designed to track the performance of the Index, a free float adjusted market capitalisation weighted index. The Fund will invest in a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index.
Available via:
Fidelity investment platform »
Special offer:
Build your savings with an ISA, SIPP or Investment Account and receive £25. Exclusions, T&Cs apply.
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.
- Fund Choice: Tracks S&P 500 Index
- Invest From: £100
- Investment Options: The Fund seeks to track the performance of the Standard and Poor's 500 Index.
Super low cost way of tracking the largest US companies at 0.07% pa.
The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Standard and Poor's 500 Index (the “Index”).
Available via:
Hargreaves Lansdown Platform »
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.
FTSE Global Technology Index Fund ISA
from Legal & General
- Fund Choice: Tracks FTSE World Technology Index
- Invest From: £20 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.
Why we like it: A low cost way of investing in shares of global companies engaged in information technology activities, as represented by the FTSE World Technology Index. 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 Hargreaves Lansdown
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 through the Hargreaves Lansdown Platform.
*Historic yield correct as at 22/5/2020
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.