Focus Index Tracker

Global Equity Tracker

The Global Equity Tracker provides an extremely quick, easy and cost effective way to achieve a globally diversified investment portfolio that tracks both the geographical content and performance of the world's leading investment markets. The tracker service covers the UK FTSE100, European S&P Euro, USA S&P 500, emerging markets and Japanese Nikkei 225 companies and will track the MSCI World US$ Index as its benchmark.

The advantage of this approach is to provide a highly effective means of entering and exiting markets quickly and with minimum cost. Whether you want to quickly enter and exit stock markets, or whether you are a long-term investor looking to achieve a low cost globally diversified exposure to the world markets, Focus Investor Global Equity Tracker has been designed for you.
 
Tracking will also suit those investors with £50,000 to invest who seek to achieve consistent performance compared to benchmark providing the ability to build a diversified portfolio in a risk controlled, cost efficient manner. The Global Equity Tracker can act as your "core" investment whilst you are free to add any number of individual "satellite" investments, perhaps in individual companies or other asset classes such as Bonds, Property or Alternative Investment options within your Focus service.
This is a US Dollar denominated investment, although a sterling hedged version is also available.

Benefits of the Global Equity Tracker

You can move in and out of the markets quickly and at considerably less cost than any other globally diversified portfolio approach can permit:
  • No stamp duty
  • Fairbairn Private Bank will actively monitor the geographical allocation in line with the benchmark, review this at least quarterly and realign where necessary
  • Regular savings are possible through a quarterly, six monthly or annual standing order that is invested (free of commission) on the quarterly review dates. Alternatively further lump sum investments can be made at anytime subject to a commission charge of £250.
The total costs charged by Fairbairn Private Bank can therefore be lower than 0.5% per annum inclusive of all custody holding fees and are therefore comfortably contained within the 1% p.a. charge recommended by the Sandler Review. Costs can have a significant impact on the returns of long-term investors and for this reason it makes perfect sense to look at all inclusive, cost effective investment vehicles such as the Focus Investor Global Equity Tracker.