Low-Cost Investment Funds List

Low-Cost Investment Funds List

This is the full low-cost investment funds list that we share publicly to help anyone build their own simple, low-cost, diversified investment portfolio. It contains the cheapest funds and ETFs that we track. They’re grouped by asset class with Ongoing Charges Figures (OCFs)?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is., so you can see at a glance how cheap each fund is. The list works with our Model Portfolio Allocations.

Members have all of this done for them automatically.

Short-term Bonds & Money Markets
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
UBS (Lux) Money Market Fund – USD U-X-accLU03952105930.00%
UBS (Lux) Money Market Fund – USD IX-accLU03952102470.00%
UBS (Lux) Bond S-Short Term EUR Corp (CHFh) IXaLU05515659050.00%
UBS (Lux) Bond S-Short Term EUR Corp (EUR) IXaLU03963505470.00%
UBS (Irl) Select Money Market-GBP I-X (Acc.)IE000DDPLGX00.00%
ShowHide more Short-term Bonds & Money Markets low-cost funds
UBS (Irl) Select Money Market-USD I-X (Acc.)IE000S6HT6960.00%
UBS (Irl) Select Money Market Fd-US Treasury I-XIE000D7TMEN90.00%
WS Keyridge Sterling Liquidity Fund X AccGB00BMCZNH410.00%
FIL – The United States Dollar Treasury R Flex DisIE000ZEZXAJ70.00%
JPM USD Liquidity LVNAV X DistLU01038139850.01%
JPM USD Treasury CNAV X DistLU01760382540.01%
Insight ILF GBP Liquidity 2IE00323982360.01%
ILF GBP Liquidity Plus Class 2IE00B04TWJ540.01%
JPM USD Liquidity LVNAV X AccLU18731320100.01%
Pictet-Short-Term Money Market GBP-ZLU26010018160.02%
JPM GBP Liquidity LVNAV X DistLU01038157660.02%
Amundi Money Market Fd – Short Term (USD) – OV CLU06196230190.03%
Amundi Money Market Fd – Short Term (USD) – OC DLU06196231000.03%
Royal London Sterling Liquidity Money Market R DisIE00BFMC70740.03%
Royal London Short Term Fixed Income S IncGB00BJYLXM470.03%
UK Government Bonds
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
JPM UK Government Bond X2 Gross AccGB00BJ0LS6710.03%
Amundi Core UK Government Bond UCITS ETF DistLU14078925920.05%
Amundi UK Government Bond 0-5Y UCITS ETF DistLU14399430900.05%
Vanguard U.K. Gilt UCITS ETFIE00B42WWV650.05%
Vanguard U.K. Gilt UCITS ETF GBP AccumulationIE00BH04GW440.05%
ShowHide more UK Government Bonds low-cost funds
Invesco Markets II plc – Invesco UK Gilt 15+ Year UCITS ETF GBP DistIE000AES5KQ50.06%
Invesco UK Gilt 1-5 Year UCITS ETF GBP IncIE00BG0TQ4450.06%
Invesco UK Gilts UCITS ETF GBP AccIE00BG0TQD320.06%
Goldman Sachs Access UK Gilts 1-10 Years UCITS ETF CLASS GBP (Dist)IE0003MKK4H30.07%
iShares Core UK Gilts UCITS ETF GBP (Dist)IE00B1FZSB300.07%
iShares UK Gilts 0-5yr UCITS ETF GBP (Acc)IE000RCMNFR90.07%
iShares UK Gilts 0-5yr UCITS ETF GBP (Dist)IE00B4WXJK790.07%
Amundi UK Government Inflation-Linked Bond UCITS ETF DistLU14078933010.07%
Legal & General All Stocks Index Linked Gilt Index Trust C Class AccumulationGB00BG0QNY410.08%
Royal London UK Government Bond R AccGB00BG0ZNY160.08%
FTF Franklin UK Gilt Fund W AccGB00BYZCTV270.10%
Fidelity Index UK Gilt Fund P GBP AccGB00BMQ57G790.10%
Fidelity Index UK Gilt Fund P GBP IncGB00BMQ59H270.10%
iShares £ Index-Linked Gilts UCITS ETF GBP (Dist)IE00B1FZSD530.10%
Royal London UK Government Bond S AccGB00BJYLZ7380.10%
Global Government Bonds
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
Amundi Index Solutions – Amundi Prime Euro Government Bond UCITS ETF Dist GBPLU19319751520.05%
Amundi Index Solutions – Amundi Prime Global Government Bond UCITS ETF Dist GBPLU19319752360.05%
Amundi Core US Treasury Bond UCITS ETF Dist GBPLU19319753190.05%
State Street SPDR Bloomberg U.S. Treasury Bond UCITS ETF GBPIE00B44CND370.05%
Vanguard USD Treasury Bond UCITS ETF GBPIE00BZ163M450.05%
ShowHide more Global Government Bonds low-cost funds
Vanguard USD Treasury Bond UCITS ETF USD Accumulation GBPIE00BGYWFS630.05%
Amundi US Treasury Bond 7-10Y UCITS ETF Dist GBPLU14078880530.06%
Amundi US Treasury Bond Long Dated UCITS ETF Dist GBPLU14078906200.06%
Invesco US Treasury Bond 3-7 Year UCITS ETF USD Dist GBPIE00BF2FNQ440.06%
Invesco US Treasury Bond 7-10 Year UCITS ETF USD Dist GBPIE00BF2FN6460.06%
Vanguard EUR Eurozone Government Bond UCITS ETF EUR Accumulation GBPIE00BH04GL390.07%
Vanguard EUR Eurozone Government Bond UCITS ETF GBPIE00BZ163H910.07%
iShares Core € Govt Bond UCITS ETF EUR (Dist) GBPIE00B4WXJJ640.07%
iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist) GBPIE00BSKRJZ440.07%
iShares $ Treasury Bond 3-7yr UCITS ETF USD (Acc) GBPIE00B3VWN3930.07%
iShares $ Treasury Bond 7-10yr UCITS ETF USD (Dist) GBPIE00B1FZS7980.07%
abrdn Global Government Bond Tracker Fund N GBP AccGB00BLKGX4980.10%
abrdn Global Government Bond Tracker Fund N GBP IncGB00BLKGX5060.10%
abrdn Global Inflation-Linked Bond Tracker Fund N AccGB00BDFZ6L300.10%
abrdn Global Inflation-Linked Bond Tracker Fund N IncGB00BDFZ6W450.10%
UK Corporate Bonds
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
JPM Sterling Corporate Bond X2 Gross AccGB00BJXFHT230.03%
Royal London Invt Grade Short Dated Credit S AccGB00BJYLZ2820.04%
Royal London Invt Grade Short Dated Credit S2 IncGB00BSDYS6650.04%
Royal London Sterling Credit Fund S IncGB00BJYLZ5140.05%
Royal London Sterling Credit Fund S AccGB00BKLJX8490.05%
ShowHide more UK Corporate Bonds low-cost funds
BNY Mellon Resp Horizons UK Corp Bond X IncGB00B3LXZB410.05%
Royal London Sustainable Short Dur Corp Bd S IncGB00BLDC86170.06%
Royal London Sustainable Short Dur Corp Bd S AccGB00BLDC87240.06%
Royal London Sustainable Short Dur Corp Bd R ACCGB00BQB8PN240.06%
abrdn Sterling Corporate Bond Tracker Fund N AccGB00BJ84JT830.07%
Royal London Sterling Credit Fund R AccGB00BG0ZNX090.08%
Royal London Invt Grade Short Dated Credit R AccGB00BG5Q1H850.08%
Royal London Ethical Bond Fund R AccGB00BJ4KT0120.08%
L&G GBP Corporate Bond Screened UCITS ETF GBP DistributingIE00BLRPQM830.09%
Invesco GBP Corporate Bond Screened & Tilted UCITS ETF DisIE00BKW9SV110.10%
Invesco GBP Corporate Bond UCITS ETF DistIE00BKW9SW280.10%
iShares UK Credit Bond Index Fund (IE) D Dist GBPIE00BGWKS3880.10%
Royal London Ethical Bond Fund S IncGB00BJYLYX270.10%
Royal London Ethical Bond Fund S AccGB00BJYLYY340.10%
BlackRock Corporate Bond 1-10 Year Fund D AccGB00B84DT1470.11%
Global Corporate Bonds
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
UBS (Lux) Bond S – Glob Corporates (USD) U-X-distLU03908710350.00%
UBS (Lux) Bond S – Glob Corporates (USD) I-X-accLU03908709040.00%
UBS (Lux) Bond S – Glob Corp (USD)(CHFh) I-X-aLU03908644100.00%
UBS (Lux) Bond S – Glob Corp (USD)(EURh) I-X-aLU03908680800.00%
JPM Global Corporate Bond X2 Gross AccGB00BK8MBG030.01%
ShowHide more Global Corporate Bonds low-cost funds
Fidelity EUR Corp Bond Research Enhanced UCITS ETF Acc GBPIE000JEXZJT10.03%
Fidelity USD Corp Bond Research Enhanced UCITS ETF Acc GBPIE000W24OG760.03%
Goldman Sachs Glo Credit Pf (Hdg) IO Acc EUR-HLU30991490260.03%
Goldman Sachs Glo Credit Pf (Hdg) IO USDLU02809525230.06%
Goldman Sachs Glo Credit Pf (Hdg) IXO USD MDisLU15652828590.06%
Amundi Core EUR Corporate Bond UCITS ETF Dist GBPLU19319750790.07%
Vanguard EUR Corporate Bond UCITS ETF EUR Accumulation GBPIE00BGYWT4030.07%
Vanguard EUR Corporate Bond UCITS ETF GBPIE00BZ163G840.07%
Vanguard USD Corporate Bond UCITS ETF GBPIE00BZ163K210.07%
Vanguard USD Corporate Bond UCITS ETF USD Accumulation GBPIE00BGYWFK870.07%
Goldman Sachs Glo Credit Pf (Hdg) IO Acc USDLU02809528790.07%
Goldman Sachs Glo Credit Pf (Hdg) IO Acc GBP-HLU29779460400.07%
LO Funds – Global BBB-BB Fundamental SH CHF SALU07984676750.08%
iShares Core € Corp Bond UCITS ETF EUR (Dist) GBPIE00B3F81R350.09%
LO Funds – TargetNetZero Glbl IG Crp SMCH CHF SALU08579750630.09%
UK Shares (equity)
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
JPM UK Equity Core X2 Net AccGB00BJXD1K580.01%
Royal London UK Core Equity Tilt R AccGB00BGDYFJ470.04%
JPM UK Equity Index X2 AccGB00BJ0LS8950.04%
Royal London UK Broad Equity Tilt R AccGB00BPBJR9810.04%
Royal London UK Equity S AccGB00BM8GBR790.04%
ShowHide more UK Shares (equity) low-cost funds
L&G UK Equity UCITS ETFIE00BFXR5R480.05%
abrdn UK All Share Tracker Fund N AccGB00BDFZ6V380.05%
iShares UK Equity ESG Screened and Optimised Index Fund (UK) D AccGB00BN08ZV030.05%
iShares UK Equity ESG Screened and Optimised Index Fund (UK) D IncGB00BN08ZW100.05%
iShares UK Equity Index Fund (UK) D AccGB00B7C44X990.05%
iShares UK Equity Index Fund (UK) D IncGB00BFBFVX860.05%
iShares UK Equity Index Fund (UK) H AccGB00BPFJDB840.05%
Amundi Index Solutions – Amundi Prime UK Mid and Small Cap ETF DR DLU21823881520.05%
Amundi Index Solutions – Amundi Prime UK Mid and Small Cap IG GBP CapLU27535466000.05%
Royal London UK Broad Equity Tilt S AccGB00BNKBS3210.05%
Fidelity Index UK Fund P AccumulationGB00BJS8SF950.06%
Fidelity Index UK P GBP IncomeGB00BP8RY6140.06%
Legal & General UK Index Trust C Class AccumulationGB00BG0QPJ300.06%
Legal & General UK Index Trust C Class DistributionGB00BG0QPH160.06%
Vanguard FTSE 100 Index Unit Trust GBP AccGB00BD3RZ3680.06%
Global Shares (equity)
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
BlackRock Global Unconstrained Eq X Acc NZDIE000WJP7TW20.00%
JPM Gl Research Enhanced Index Equity X2 Net AccGB00BJ0LBG870.01%
Robeco BP Global Premium Equities Z GBPLU29145288440.01%
JPM Gl Research Enhanced Index Equity X Net AccGB00BMZ1GV460.03%
JPM Global ESG Equity X Net AccGB00BMTR9B950.03%
ShowHide more Global Shares (equity) low-cost funds
Goldman Sachs Glo CORE® Eq IO Acc SEK (Snap)LU23608346210.03%
BNY Mellon Long-Term Global Equity X AccGB00B2423P100.04%
Royal London Global Equity Tilt Fund R AccGB00BVMC7Z480.04%
Invesco MSCI World UCITS ETF GBPIE00B60SX3940.05%
Goldman Sachs Glo CORE® Eq IO Acc USD (Close)LU02809500710.05%
Goldman Sachs Glo CORE® Eq IO USD (Snap)LU10731891740.05%
Goldman Sachs Glo CORE® Eq IO Acc USD (Snap)LU10618479810.05%
Mercer Passive Global Equity Fund B1-0.0200-GBPIE00BK9YL4330.05%
Royal London Global Equity Select S AccGB00BNR47H120.05%
UBS Core MSCI World UCITS ETF USD acc GBPIE00BD4TXV590.06%
JPM Multi-Manager Growth X AccGB00BTF80V280.06%
Baillie Gifford Wldwd Lg Trm Glo Gro C USD AccIE00BYQ919460.06%
Baillie Gifford Wldwd Lg Trm Glo Gro C JPY AccIE00BD5GZ3120.06%
Amundi Prime All Country World UCITS ETF Inc GBPIE0009HF1MK90.07%
Federated Hermes Global Eq ESG Pathway T GBP AccIE00BKRCQF540.07%
Alternatives: Property
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
abrdn Global REIT Tracker Fund NGB00BK5HLJ160.12%
NT Real Estate Climate Index Feeder Fund A Accumulating GBPIE000EPMBD950.17%
iShares Developed Real Estate Index Fund (IE) D Acc GBPIE000NGHY4760.17%
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C GBPIE00BN2BCY940.18%
iShares Environment & Low Carbon Tilt Real Estate Index Fund (UK) D AccGB00B5BFJG710.18%
ShowHide more Alternatives: Property low-cost funds
iShares Environment & Low Carbon Tilt Real Estate Index Fund (UK) D IncGB00B848DD970.18%
iShares Environment & Low Carbon Tilt Real Estate Index Fund (UK) H AccGB00BPFJCF570.18%
iShares Environment & Low Carbon Tilt Real Estate Index Fund (UK) H IncGB00BPFJCN320.18%
Legal & General Global Real Estate Dividend Index Fund I Class AccumulationGB00BYW7CN380.21%
Legal & General Global Real Estate Dividend Index Fund I Class DistributionGB00BYW7CM210.21%
HSBC FTSE EPRA NAREIT Developed UCITS ETF GBPIE00B5L01S800.24%
Guinness Global Real Assets Fund F GBP AccumulationIE000ZF4AKZ00.35%
Schroder Global Cities Real Estate Q1 Accumulation GBPGB00BS0LHJ630.37%
Schroder Global Cities Real Estate Q1 Income GBPGB00BS0LHK780.37%
State Street SPDR Dow Jones Global Real Estate UCITS ETF GBPIE00B8GF1M350.40%
abrdn Future Real Estate UCITS ETF GBPIE000GGQK1730.40%
Alternatives: Gold
Fund / ETF Name ISIN OCF?The key piece of information, “OCF” Ongoing Charges Figure. That’s how much of your money a fund or ETF takes each year. It’s essential that you pay as little as possible in your appropriately structured portfolio of investments; the Ongoing Charges Figure is key to that. Green means reasonable, the more red it gets, the less reasonable it is.
Amundi Physical Gold ETC C GBPFR00134167160.12%
Invesco Physical Gold ETC GBPIE00B579F3250.12%
WisdomTree Core Physical Gold USD ETC GBPJE00BN2CJ3010.12%
iShares Physical Gold ETC GBPIE00B4ND36020.12%
WisdomTree Physical Swiss Gold GBPJE00B588CD740.15%
ShowHide more Alternatives: Gold low-cost funds
iShares Physical Palladium ETC GBPIE00B4556L060.20%
iShares Physical Platinum ETC GBPIE00B4LHWP620.20%
iShares Physical Silver ETC GBPIE00B4NCWG090.21%
WisdomTree Physical Gold – GBP Daily HedgedJE00B7VG2M160.22%
Royal Mint Responsibly Sourced Physical Gold ETC GBPXS21153363360.35%
WisdomTree Physical Gold GBPJE00B1VS37700.39%
WisdomTree Physical Precious Metals GBPJE00B1VS3W290.44%
WisdomTree Physical Silver GBPJE00B1VS33330.49%