Index tracker funds are a great choice for investors who are seeking well diversified investment at low cost.
An index tracker will seek to replicate a particular stock market by closely tracking performance. The fund will typically buy all the company shares in the index. This is different to actively managed funds where a fund manager tries to outperform the index.
- Fund Choice: Tracks the capital performance of the S&P Global 100 Index
- Invest From: £20 pm
- Investment Options: Tracks the top 100 shares in companies of major importance across all geographical areas as represented by the index.
Low cost global tracker fund.
The objective of the Fund is to provide growth by tracking the capital performance of the S&P Global 100 Index (the “Index”). This objective is after the deduction of charges and taxation.
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 MSCI World Index
- Invest From: £50 pm
- Investment Options: The Fidelity Index World Fund, invested in a variety of well-known companies such as Coca-Cola, Google, Disney & Microsoft
Super low annual management charge of 0.1%. Great way to spread risk across a wide range of shares.
The Fund aims to track the performance of the MSCI World (Net Total Return) Index (before fees and expenses are applied) thereby seeking to increase the value of your investment over a period of 5 years or more. The performance of the Fund is unlikely to track the performance of the index precisely.
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: 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 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: 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.
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.
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.