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What Is an index fund? UK Meaning Explained

An index fund is an investment fund that aims to track the performance of a market index, such as the FTSE 100, rather than trying to beat it. It holds the index constituents in proportion, keeping costs low.

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Chandraketu Tripathi
Finance Editor, Kaeltripton
Published 11 Jun 2026
Last reviewed 11 Jun 2026
✓ Fact-checked
Kael Tripton. UK Independent Publisher.
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PENSIONS & INVESTING

An index fund is an investment fund that aims to track the performance of a market index, such as the FTSE 100, rather than trying to beat it. It holds the index constituents in proportion, keeping costs low.

In one line: An index fund passively tracks a market index instead of trying to outperform it, which keeps its charges low.

How an index fund works

Index funds are collective investments regulated by the FCA. Because they follow a rule-based index rather than employing active stock-pickers, their ongoing charges are typically much lower than actively managed funds.

For example, 10,000 GBP in an index fund charging 0.10% a year costs 10 GBP in annual fees, against perhaps 75 GBP for an active fund charging 0.75%. Over decades that gap compounds significantly.

The fund's return mirrors the index minus charges and tracking error, so it will not beat the market but will not badly trail it either.

Index fund vs an ETF

An index fund is usually an OEIC or unit trust priced once a day. An ETF can also track an index but trades on an exchange throughout the day like a share.

Both can follow the same index cheaply; the difference is how they are bought, priced and held on a platform.

Primary source: FCA: Investing basics

Informational only and not financial, legal or tax advice. Rules and figures change; confirm current details with the named source or a qualified adviser before acting.
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Editorial Disclaimer

The content on Kaeltripton.com is for informational and educational purposes only and does not constitute financial, investment, tax, legal or regulatory advice. Kaeltripton.com is not authorised or regulated by the Financial Conduct Authority (FCA) and is not a financial adviser, mortgage broker, insurance intermediary or investment firm. Nothing on this site should be construed as a personal recommendation. Rates, figures and product details are indicative only, subject to change without notice, and should always be verified directly with the relevant provider, HMRC, the FCA register, the Bank of England, Ofgem or other appropriate authority before any financial decision is made. Past performance is not a reliable indicator of future results. If you require regulated financial advice, please consult a qualified adviser authorised by the FCA.

CT
Chandraketu Tripathi
Finance Editor · Kaeltripton.com
Chandraketu (CK) Tripathi, founder and lead editor of Kael Tripton. 22 years in finance and marketing across 23 markets. Writes on UK personal finance, tax, mortgages, insurance, energy, and investing. Sources: HMRC, FCA, Ofgem, BoE, ONS.

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