Index Fund

An index fund is a type of investment fund that aims to match the performance of a stock market index, such as the FTSE 100 or S&P 500, rather than trying to beat it.

1 min read Learning to Invest

What it means

An index fund is a type of investment fund that aims to match the performance of a stock market index, such as the FTSE 100 or S&P 500, rather than trying to beat it. Because it simply tracks an index, it usually has lower costs than actively managed funds.

Example

You invest in a global index fund that automatically owns small pieces of thousands of companies around the world.

Why it matters

Many long-term investors use index funds because they're simple, low-cost and highly diversified.

If a company leaves the index, the fund automatically updates its holdings to keep tracking it.

Why do people recommend index funds?

They provide broad diversification at a relatively low cost and remove the need to pick individual companies.

Related terms

This term comes up a lot when you're learning to invest.

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