Which tracker (mutual) funds can I invest in?

The tracker funds we offer investment into are:

  • Global Shares: Fidelity – Track the global stock market with shares in more than 1,600 companies like Apple and Amazon.

  • Global Property Shares ESG: iShares by BlackRock – Gain exposure to over 300 property companies across a range of industries, from residential to retail.

  • Cash Trust: Legal & General– Make modest returns with a lower level of risk in this Cash Fund.

  • Overseas Government Bonds: iShares by Blackrock – Diversify your portfolio and balance your risk with government bonds of largest developed economies, excluding the UK.

  • Overseas Corporate bonds ESG: iShares by Blackrock – Balance your portfolio with bonds which are generally a lower risk and lower return option than shares.

  • Global Shares ESG: Old Mutual – Invest in companies from across the developed global stock market that consider environmental, social and governance (ESG) factors.

  • Global Health & Pharmaceuticals Shares: Legal & General – Gain exposure to the global healthcare sector with this fund.

  • Global Technology Shares: Legal & General – Back the building of new technologies by investing in the biggest tech companies like Google.

  • Islamic Global Shares: HSBC – Follow the principles of Islamic finance by excluding industries such as alcohol and tobacco.

  • Emerging Markets SharesESG: Royal London – Invest in companies from emerging markets, like Asia and Latin America, that score highly on ESG factors.

  • Emerging Markets Shares: Fidelity – Invest your money across a range of developing markets, including Asia and Latin America.

If you signed up before 19th December 2018, your options included:

  • Vanguard LifeStrategy 100% Equity A Acc

You will be able to see the Key Investor Information Documents (KIID) for each fund by going to Wealth > Select account > Tap the relevant fund and then selecting ‘Key Investor Information’. These are also available on our website.