Index Funds & Mutual Funds
Tracker funds, OEICs, and unit trusts remain the backbone of many UK portfolios, especially inside workplace pensions.
Active vs Passive Investing: Why Index Funds Regularly Beat Wall Street Managers
The evidence on active versus passive fund performance, and why most active managers underperform the market over time.
Read guide →OEICs and Unit Trusts Explained: What's the Difference?
Explains the structural differences between OEICs and unit trusts, the two main types of open-ended fund used in the UK.
Read guide →Tracker Funds vs ETFs: What's the Real Difference for a UK Investor?
Comparing traditional index tracker funds with ETFs on cost, trading, and suitability for different types of investment account.
Read guide →How Index Funds Are Weighted: Market-Cap vs Equal-Weight Explained
How different index weighting methods, from market-cap to equal-weight, change what you actually end up owning in a tracker fund.
Read guide →The S&P 500 vs the FTSE All-Share: Should UK Investors Go Global or Stay Home?
Comparing US and UK stock market index funds, and weighing the case for global diversification against a home-market bias.
Read guide →Fund Platforms vs Direct Providers: Where Should You Buy Your Index Funds?
Weighs up whether to buy index funds through a multi-fund investment platform or directly from a single fund provider.
Read guide →Understanding Fund Factsheets: How to Read a KIID/KID Before You Invest
How to read a fund's Key Investor Information Document to understand its risk profile, charges, and past performance.
Read guide →World Index Funds Explained: What's Really Inside a Global Tracker
A look under the bonnet of global index funds to see which countries and companies actually make up a world tracker.
Read guide →Emerging Market Index Funds: Higher Growth Potential, Higher Risk
How emerging market index funds work, and the extra risks and potential rewards compared with developed market equivalents.
Read guide →Fund of Funds: How Multi-Manager Portfolios Bundle Other Funds Together
How fund-of-funds and multi-manager portfolios bundle other funds together, and the extra layer of charges this can involve.
Read guide →Swing Pricing and Dilution Levies: The Hidden Cost of Buying and Selling Fund Units
How swing pricing and dilution levies protect existing fund investors from dilution, and what they mean for the costs you pay.
Read guide →How to Compare Two Similar Index Funds Before Choosing Between Them
A practical checklist for comparing two index funds that track the same or similar benchmarks before choosing between them.
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