Passive investing

Smart beta funds: the best of both worlds, or not worth the fees?

Passive funds tracking bespoke indices biased to specific market factors have gained traction. Are they worth the extra cost, asks David Prosser.

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Buying a passive fund does not mean taking a passive approach

Passive investors cant take a back seat with their analysis, says Peter Sleep.

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Mix and match: how to use passive and active funds together

Taking a core/satellite approach to fund portfolio construction is sensible. Paul Hookway looks at the options for different markets and assets.

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Why investors should not fixate on falling passive fund fees

Passive funds have relentlessly pared back their fees, but a tracker choice should be about more than low charges alone.

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What you need to look at before investing in a tracker fund or ETF

Picking an index to track is just the first of several analytical decisions ETF investors must make when choosing a fund.

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A new breed of ETFs exclude ‘sin’ stocks without seeking saints

A new breed of ESG ETFs just uses negative screens to exclude ‘bad’ companies, rather than targeting those with positive ESG characterisitcs.

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Valuation bright spots amid the gloom

These are worrying times, but history shows that it pays to hold your nerve. Cherry Reynard canvasses wealth managers for Money Observer Rated Fund investment ideas suitable for investors of all persuasions.

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Hoping for a Brexit bounce? Two cheap ways to track the FTSE All-Share index

Investors who want to keep some exposure to the UK, but also seek an element of regional diversity, could consider a FTSE All-Share ETF or tracker.

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Ethical ETFs: there's never been a better time to put your money where your morals are

Falling fees make ethical exchange traded funds robust investment propositions. Kenneth Lamont writes.

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