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Wealth Shortlist Trackers

Our Wealth Shortlist contains tracker funds from across the main sectors that our analysts believe offer both quality and value.

The process for selecting tracker funds for the Wealth Shortlist is similar to the same as for actively managed funds. You can read how our analysts research and select funds for the Wealth Shortlist. However, there are a few considerations unique to tracker funds outlined below.

What did we look for?

We drew up this list after carefully researching the market. We not only want to make sure each fund has tracked its index closely in the past, but that it’s 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.

Charges - Costs are the only guaranteed contributor to ongoing performance. Unlike with active funds, where there is potential for a good fund manager to outperform an index, passive funds will broadly deliver the market less fees. This is why they’re are an important consideration when assessing passive funds. We feel these funds offer the best combination of quality and value.

Physical replication - When the fund holds all the shares or bonds in the index, whereas partial replication is when the fund chooses not to hold some smaller stocks. We generally think 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 - The process where a fund lends its holdings to a third party in exchange for a fee. Stock lending offsets costs, but it does carry some risk. We’re are comfortable with this only if investors benefit and the manager takes steps to control the risks.

Scroll across to see the full tables.

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

Benchmark indexReplicationHow often is the fund rebalanced?
iShares Japan Equity Index (H)
Accumulation | Japan
FTSE All-World Japan Index Full Physical When index rebalances
Legal & General US Index (Class C)
Accumulation | North America
FTSE USA Index Full Physical When index rebalances
Legal & General UK Index (Class C)
Accumulation | UK All Companies
FTSE All Share Index Full Physical When index rebalances
Legal & General UK 100 Index (Class C)
Accumulation | UK All Companies
FTSE 100 Index Full Physical When index rebalances
iShares Corporate Bond Index (H)
Accumulation | GBP Corporate Bond
iBoxx GBP Non-Gilts Overall TR Index Partial Physical Monthly
HSBC FTSE 250 Index (Class S)
Accumulation | UK All Companies
FTSE 250 Index Full Physical When index rebalances
Fidelity Index World (Class P)
Accumulation | Global
n/a n/a n/a
Legal & General European Index (Class C)
Accumulation | Europe Excluding UK
FTSE World Europe ex UK Index Full Physical When index rebalances
iShares Pacific ex Japan Equity Index (H)
Accumulation | Asia Pacific Ex Japan
FTSE World Asia Pacific ex Japan Index Full Physical When index rebalances
Legal & General International Index Trust (C)
Accumulation | Global
FTSE World (ex UK) Index Full Physical When index rebalances
Legal & General UK Mid Cap Index (Class I)
Accumulation | UK All Companies
n/a n/a n/a
Legal & General All Stocks Gilt Index Trust (C)
Accumulation | UK Gilt
FTSE Actuaries UK Gilts All Stocks TR Index Full Physical When index rebalances
iShares Emerging Markets Equity Index (H)
Accumulation | Global Emerging Markets
FTSE All-World Emerging Index Partial Physical When index rebalances
Legal & General Future World ESG Developed Index
Accumulation | Global
n/a n/a n/a