Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

Passive Funds

Track an index with passive funds

Passive funds invest in companies that make up a particular index, such as the FTSE 100 Index of the largest companies listed on the London Stock Exchange or the MSCI Emerging Markets Index, consisting of companies in a range of different countries.

Available through the Fair Investment ISA and Investment Account, passive funds are a lower cost investment option. Management costs are reduced because these funds are designed to track the index they follow, rather than actively selecting companies for investment.

See the table below for a selection of the funds available:

Passive Funds
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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