Index-tracker funds.

Index-tracker funds are an easy way to invest in shares. They closely follow the performance of a particular stock market, in the UK or abroad.

Why invest in an index-tracker with us?

  • We're the number one stocks and shares index-tracker provider for ISAs and unit trusts in the in the UK (Source:Investment Management Association, January 2012).
  • They’re our cheapest range of funds as they need less management so more of your money gets invested.
  • You’ll be investing in some of the largest companies in the world.
  • Invest up to £11,280 tax-efficiently in an ISA or an unlimited amount in a unit trust.
  • Minimum investment: £500 as a lump sum, or £50 a month.
  • No initial charge or withdrawal fee.
  • You can top-up your investment at any time.
  • Potential for long-term growth.

UK 100 Index Trust

Invest in the top 100 names in the stock market, and track the performance of the FTSE 100 Index.

UK Index Trust

Invest in some of the biggest names in the stock market, and track the performance of the FTSE All-Share Index.

European Index Trust

Invest in European stock markets with our European Index Trust, and track the FTSE World Europe excluding UK Index.

Global 100 Index Trust

Invest in the top 100 multi-national blue-chip companies in the global stock market.

Global Emerging Markets Index Fund

Invest in some of the world's fastest growing emerging market economies with our Global Emerging Markets index-tracking fund.

Global Environmental Enterprises Fund

An innovative fund aiming to provide long-term growth by investing in companies at the forefront of producing solutions to global energy and environmental issues.

Global Health and Pharmaceuticals Index Trust

Invest in companies in the FTSE World Index which engage in health, pharmaceuticals and biotechnology.

Global Technology Index Trust

The Global Technology Index Trust tracks companies in the FTSE World Index which engage in information technology.

Pacific Index Trust

Invest in the Pacific Index Trust and gain exposure to the growth potential of Far Eastern markets by tracking the FTSE World Asia Pacific (excluding Japan) Index.

Japan Index Trust

Our Japan Index Trust tracks the FTSE Japan Index and invests in the Japanese stock market.

US Index Trust

Invest in the US stock market and closely track the performance of the FTSE World USA Index with our US Index Trust.

Risk Factors

  • 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.
  • Although there is no fixed term you should consider ISA and unit trust investments to be medium to long term, ideally five years or more.
  • The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.
  • The fund may invest overseas. Changes in exchange rates between currencies may cause the value of your investment and the level of any income to rise or fall.
  • Each trust has its own individual risks detailed in the individual 'Key Investor Information' documents. More general information can be found in 'Additional Fund Information' and 'A Guide to Investing with Us'. Before you decide to invest you must read these documents.

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To invest in a Junior ISA

Please read our Junior ISA page to find out more. To invest:

Download our Application Form

Before you invest, you must read these:

Key Investor Information documents 

A Guide to Investing in a Junior ISA with Us (PDF)

Additional Fund Information for the Junior ISA (PDF)

Junior ISA Terms and Conditions (PDF)

 

It's a good idea to print these documents for your records.

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Fund performance table

You can find out how index-trackers have performed over the last five years.

ISA top-ups

Haven’t made use of your full ISA allowance for this year? Top-up with a lump sum or increase your direct debit.