Topic

Fund costs

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Index funds & ETFs · Explainer

· 7 min read

Index funds for UK investors: what to check before you buy

An index fund buys the holdings in a market index so its return follows that index, minus costs. Before buying, compare the total cost, how closely it has tracked, how it copies the index, the unit class and the tax wrapper.

Index funds & ETFs · Explainer

· 6 min read

What is an ETF? Types, costs and how to buy

An ETF is a fund whose shares trade on a stock exchange like a company's, usually tracking an index. You buy it through a share-dealing account, ISA or SIPP at a live price, paying the ongoing charge plus dealing costs and a spread.