Both index tracking funds and exchange traded funds replicate the composition and performance of the index being tracked. They offer a low cost investment solution that is ideal for our type of multi asset portfolios. Our investors would hold a series of index tracking funds that replicate the major stock markets of the world. They have the advantages of much lower management costs as well as the ease of purchase and sale.

Academic research has illustrated that over time passive tracker funds regularly outperform their actively managed counterparts. This is particularly true in developed economies. Index tracker funds can represent an entire stock market in just one holding.

We invest into the passive index tracking funds of leading investment houses such as:

Please note that the value of investments and the income derived from them may fall and you may get back less than you invested. Past performance is not a guide to future performance.