The cheaper, safer way to keep savings on track

‘DO YOU want a good spread of shares without the risks or expense of a fund manager? The straightforward solution is a tracker trust.

A tracker aims to replicate an established index of shares, rather than use a fund manager who selects a range to outperform the market. There is still a risk, as the whole of the market or sector being tracked can decline, but it is not as great as when only a small number of companies has been chosen.

With good computer models, trackers should come pretty close to the index being shadowed. As there are neither expensive research teams nor human stock pickers to pay for, charges are usually far lower than actively managed funds.

Typically a tracker will charge 0.5 per cent to 1 per cent annually, while managed funds often come with a charge of 1.5 per cent. Initial fees are frequently nil, but 3-5 per cent for managed funds (which can be partly rebated if a discount broker is used).’

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