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Investing

Low cost monthly dealing fees put Vanguard index funds within the reach of UK investors making moderate monthly contributions.

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You can’t stop inflation, but you can stop it from savaging the value of your portfolio. For long-term investing, inflation-proofing is a must.

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A shock tax bill is liable to ruin anyone’s year and that’s exactly what you’ll get if you don’t understand the difference between reporting and non-reporting funds.

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Are your trading charges outrunning your appetite to invest lean? Here’s some tips to control the cost of the bid-offer spread.

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I fear high inflation as much as the next man, but it’s important to realize that an inflationary spiral is always being predicted by someone.

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Use the Portfolio Turnover Rate to spot stealth costs attacking your tracker.

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Subscription shares

Subscription shares are not very well-known among private investors, but they can greatly multiply your returns (or conversely lose you a lot of money!)

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Use tracking difference to find out the true cost of owning an index tracker.

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Gilts (UK government bonds)

An introduction to gilts – the fancy name for UK government bonds that are sold by The Treasury to balance the nation’s books.

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It’s vital to take tracking error into account when choosing your index tracker funds. Funds with high tracking error can add substantially to your costs.

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The UK’s only proclaimed small cap tracker looks more like an expensive mid cap tracker in my book.

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A model passive portfolio that can help investors to formulate their own index investing strategies.

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Asset class outlook for 2011

My asset class outlook for 2011 sees equities doing fairly well, government bonds continuing to come off the boil, and a recovery in commercial property.

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Income investment trusts are now trading at a premium, meaning new buyers are paying a hefty price for access to blue chip dividends.

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Don’t feel guilty if you’re confused about gilts – there’s very little information about them compared to equities. So here’s some tips on choosing how to buy.

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How to find index funds

Search for index funds quickly and avoid misleading investment information using these fund-finding tips.

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