Product Profiles

Tracker Trusts

What does a tracker do?

A Tracker Investment Trust is an investment trust which aims to track the performance of a particular index such as the FTSE All-Share Index or the US S&P 500. It does this either by owning all the stocks within the index in the same proportions, or by owning a representative sample of stocks.

Why choose a tracker?

Trackers can form a useful part of a well-diversified portfolio.

One attraction is their simplicity. Trackers are easy to understand. They are what they say – trackers of a specified index.

There is also the reassurance that whilst tracker funds may never be the star performers and dramatically outperform the index, neither are they likely to underperform the market.

Why choose an investment trust tracker?

Quite simply, investment trusts are often a much cheaper way of investing in a tracker than a unit trust or OEIC fund. All our investment trust trackers have no initial charges and TERs (total expense ratios) below 0.5% per annum. Charges are deliberately kept as low as possible to enable accurate tracking of the index.

Which investment trust trackers do we offer?

We offer two investment trust trackers. To find out more visit the trust's individual websites.

Edinburgh UK Tracker Trust: aims to track the FTSE All-Share Index in terms of capital and income.

Edinburgh US Tracker Trust: aims to track the S&P 500, both in terms of capital and income. Find out how to invest in an Aberdeen Investment Trusts Tracker ISA or a Share Plan.