How it works
How do we invest in the stock market?
The great appeal of index tracking is that it’s one of the simplest ways to benefit from the stock market, making the most of its historic long-term growth. It works on the principle that when share prices move, you automatically ‘keep track’.
With our tracker fund your investment gets spread across the shares of every one of the 600+ companies listed on the FTSE All-Share Index, ensuring that your investment keeps track with it every step of the way.
As you can see from the graph below, the performance of the All-Share Index has fluctuated over time, affecting the value of any investment. You therefore need to be prepared to experience these ups and downs in the future, and to think about the timing of when you choose to invest or withdraw your money.
To help illustrate the long term potential of the fund, the graph also shows you that an investment of £3,000, made in March 1995, would have increased in value to £11,435 on 30/06/15.
Source: Morningstar Direct, 03.03.95 - 30.06.15, calculation based on bid to bid unit prices, net of basic rate tax with income reinvested.
Remember, past performance is not a reliable guide to the future. The value of investments can go down as well as up and you may get back less than you invest.
If you had invested £3,000 on 1 July 2010 in the Virgin UK FTSE All-Share ISA, it would be worth £4,764 after charges on 30 June 2015. Here is a table showing the returns you would have got from this fund in each of the last five years.
|Virgin UK Index Tracking Trust performance over the last 5 years|
|01/07/2010 to 30/06/2011||01/07/2011 to 30/06/2012||01/07/2012 to 30/06/2013||01/07/2013 to 30/06/2014||01/07/2014 to 30/06/2015|
Source: Morningstar Direct, 01.07.10 to 30.06.15, calculation based on figures in £’s, on a bid to bid basis, net of basic rate tax with income reinvested.