Established Trackers
Of the major indices
We’ve pre-set some of our fund filters to narrow-down the search over all funds available via HL, to help you select a fund giving you exposure to the major stock market indices. This isn’t a best buy list, it’s our view on useful filters to screen the full range of funds available via HL.
If you have an idea of the kind of investment you want to add to your portfolio, but no specific fund in mind and want a useful starting place, then our shortlists can help.
This search can return funds from a range of sectors, which carry different risk profiles. Please ensure that you understand the risk profile of any fund you select, and how it fits in your portfolio.
Please note that the shortlist filters aren’t personal advice. If you’re not sure you should seek advice.
Funds can fall as well as rise in value, and you could get back less than you invest. Income isn’t guaranteed, and previous income isn’t a reliable guide to what you’ll receive in future.
You’ll need to review that any funds you select continue to meet your objectives.
Which filters we have pre-set and why
To get you started we've used the following criteria:
Indices (IA Sectors)
- Asia Pacific excluding Japan
- Europe excluding UK
- Global
- Japan
- North America
- UK
We’ve selected the indices that represent established markets. Typically smaller/less established markets reward active management more than efficient, larger markets.
Fund size
- Minimum £1bn in size
Whilst scale isn’t a guarantee of best practice, we’ve used it as a proxy for ‘established’ and a range of factors more likely to be in place eg:
- Lower cost due to economies of scale
- Better access to the companies in the index, for activities such as corporate governance
- Less use of derivatives and stock-lending to generate performance after charges
- Closer reflection of the index they’re tracking
Ongoing Charges Figure (OCF)
- Less than 0.5%
We’ve selected the lowest band of charges, as trackers should typically be passing their economies of scale back to consumers in the form of lower charges.
Fund type
- Tracker
There are two types of funds: Actively Managed, where a fund manager aims to perform better than their benchmark over the long term; and Index Trackers (also known as Passive funds), which aim to track their index as closely as possible.