Invest in Asset Classes
Asset class funds deliver the investment results of an entire asset class - a group of shares with similar risk and expected return characteristics. We use asset class funds as basic building blocks to create efficient portfolios, and to achieve dissimilar price movement diversification.
They are usually only available to institutional investors such as corporate pension funds. Index Wealth Management is one of only a handful of fee-only registered investment advisors in the UK able to trade in these funds.
Asset class funds have low operating expenses with no initial charges, no back end charges, no marketing costs and a very low total expense ratio which is typically less than 0.5%. They also have low annual turnover, typically less than 25% - a good thing since high turnover generally means poor performance. Low turnover also helps to keep trading costs low. And they consistently maintain their market segment exposures, keeping you in control of your asset allocation policy.