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 over time.
Read guide →OEICs and Unit Trusts Explained: What's the Difference?
The structural differences between OEICs and unit trusts, the two main open-ended fund types 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 accounts.
Read guide →How Index Funds Are Weighted: Market-Cap vs Equal-Weight Explained
How different index weighting methods change what you actually own 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 market index funds, and the case for global diversification over home bias.
Read guide →Fund Platforms vs Direct Providers: Where Should You Buy Your Index Funds?
Whether to buy index funds through a multi-fund 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 risk, charges, and past performance.
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