Menu Menu Menu Login Login Log in Search Search Search

Wealth 150+ Trackers

Wealth 150+

Our Wealth 150+ contains our favourite tracker funds across the main sectors, at the lowest prices. Our large and experienced research team have rigorously assessed the funds on the list for quality and value.

What did we look for?

We drew up this list after carefully researching the entire market. We not only want to ensure each fund has tracked its index closely in the past, but that it is best placed to track well in future.

Index tracked - It is important to consider which index a fund aims to track. We generally feel that broader, more diversified indices are better and have wider appeal.

Costs - Costs are often the biggest factor in determining tracker fund performance, which is why we have negotiated with the fund managers to obtain lower charges for our clients. We feel these funds offer the best combination of quality and value.

Replication - Full replication is when the manager holds all the shares or bonds in the index, whereas partial replication is when the fund chooses not to hold some smaller stocks. Partial replication is common where the index being tracked has a large number of constituents. We generally feel that full replication is best for investors, as it leads to more precise tracking, but recognise that this is unfeasible in some markets.

Stock lending - Stock lending is the process where a fund lends its holdings to a third party in exchange for a fee. Stock lending is a useful tool for managers to offset costs, but it does carry some risk. We are comfortable with a fund lending stock only if investors benefit from lower fees and the manager takes steps to control the risks.

Loading...

Change view: Charges and discounts | Prices and yields | Annual percentage growth | Replication | Stock lending

BlackRock

Net initial chargeBid/offer spread?Annual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
iShares Corporate Bond Index (H)
Accumulation | GBP Corporate Bond
0.00% Yes 0.16% 0.05% i 0.11%
iShares Emerging Markets Equity Index (H)
Accumulation | Global Emerging Markets
0.00% Yes 0.25% 0.02% i 0.23%
iShares Japan Equity Index (H)
Accumulation | Japan
0.00% Yes 0.16% 0.05% i 0.11%
iShares Pacific ex Japan Equity Index (H)
Accumulation | Asia Pacific Ex Japan
0.00% Yes 0.19% 0.05% i 0.14%

HSBC Global Asset Management (UK) Ltd

Net initial chargeBid/offer spread?Annual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
HSBC FTSE 250 Index (Class S)
Accumulation | UK All Companies
0.00% No 0.17% 0.10% i 0.07%

Legal & General

Net initial chargeBid/offer spread?Annual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
Legal & General All Stocks Gilt Index Trust (C)
Accumulation | UK Gilt
0.00% No 0.15% 0.05% i 0.10%
Legal & General All Stocks Index Linked Gilt (C)
Accumulation | UK Index Linked Gilt
0.00% No 0.15% 0.05% i 0.10%
Legal & General European Index (Class C)
Accumulation | Europe Excluding UK
0.00% No 0.12% 0.03% i 0.09%
Legal & General Global Inflation Lnk Bond Indx (C)
Accumulation | Global Bonds
0.00% Yes 0.27% 0.10% i 0.17%
Legal & General International Index Trust (C)
Accumulation | Global
0.00% No 0.13% 0.05% i 0.08%
Legal & General UK 100 Index (Class C)
Accumulation | UK All Companies
0.00% No 0.10% 0.04% i 0.06%
Legal & General UK Index (Class C)
Accumulation | UK All Companies
0.00% No 0.10% 0.04% i 0.06%
Legal & General US Index (Class C)
Accumulation | North America
0.00% No 0.10% 0.04% i 0.06%