Equities index tracking

If you’re happy to build your own portfolio you can by using our full range of funds.  You can invest in as many funds as you like, the choice is yours.

By using our full range of funds you can choose whether to invest for growth by choosing accumulation units or for income using distribution units.

To help you choose your fund, take a read of our guide to understanding risk, but please remember that the decision of whether to invest and where is your decision. We’re unable to provide you with any advice.

If you prefer not to build your own portfolio, take a look at how you can use our ready-made funds or if you’d rather use our index-tracking funds, check out our track the market funds.

Ethical Trust

Aims to provide growth by tracking the performance of the FTSE 350 Index, excluding shares of companies whose business does not meet a range of ethical and environmental guidelines (the "ethical screening methodology") determined by an external agency chosen by the Manager. Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: UK

European Index Trust

Aims to provide growth by tracking the capital performance of the FTSE World Europe ex UK Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Europe

Future World Climate Change Equity Factors Index Fund

The investment objective of the Fund is to seek to provide both capital growth and income by tracking the performance of the FTSE All-World ex CW Climate Balanced Factor Index (the "Index").

Asset Class: Equity

Region: Worldwide

Future World ESG Developed Index Fund

Aims to provide a combination of growth and income by tracking the performance of the Solactive L&G ESG Developed Index.

Future World ESG UK Index Fund

Aims to provide a combination of growth and income by tracking the performance of the Solactive L&G ESG UK Index.

Future World Gender in Leadership UK Index Fund

Aims to provide a combination of growth and income by tracking the performance of the Solactive L&G Gender in Leadership UK Index.

Global 100 Index Trust

Aims to provide growth by tracking the capital performance of the S&P Global 100 Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Worldwide

Global Emerging Markets Index Fund

Aims to provide growth by tracking the capital performance of the FTSE Emerging Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Worldwide

Global Equity Index Fund

Aims to provide a combination of growth and income by tracking the performance of the FTSE World Index. Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Worldwide

Global Health and Pharmaceuticals Index Trust

Aims to provide growth by tracking the capital performance of the FTSE World Index - Healthcare. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Worldwide

Global Technology Index Trust

Aims to provide growth by tracking the performance of the FTSE World-Technology Index. Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Worldwide

International Index Trust

Aims to provide growth by tracking the capital performance of the FTSE World (ex UK) Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Worldwide

Japan Index Trust

Aims to provide growth by tracking the capital performance of the FTSE Japan Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Japan

Pacific Index Trust

Aims to provide growth by tracking the capital performance of the FTSE Asia Pacific ex Japan. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: Asia Pacific ex Japan

UK 100 Index Trust

Aims to provide growth by tracking the capital performance of the FTSE 100 Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: UK

UK Index Trust

Aims to provide growth by tracking the capital performance of the FTSE All-Share Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: UK

UK Mid Cap Index Fund

Aims to provide growth by tracking the performance of the FTSE 250 ex Investment Trusts Index. Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: UK

US Index Trust

Aims to provide growth by tracking the capital performance of the FTSE USA Index. Capital performance consists of the change in the share price of the companies in the index, not including any income derived from those shares (such as dividends). Aims to achieve this objective after the deduction of charges and taxation.

Asset Class: Equity

Region: US

Worldwide Trust

GROWTH OPTION:

Aims to provide a combination of growth and income through funds invested in a broad range of asset classes.

Asset Class: Multi Asset

Region: Worldwide

Risks:

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.