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:

 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.