I did a bit of homework for you and there are many other ‘Investment firms’ in the UK which do Index funds. I’d recommend going with Fidelity a US based firm which operates in UK and does a FTSE index in UK pound sterling which will then avoid currency risk.(it carries about 750 stocks) Here’s a link to the fund profile below:

https://wwwchartbook.fid-intl.com/uk/current/0381.pdf

The minimum investment here is £500 with small additions allowed. I’ve attached the prospectus below which features said fund on page 49.

http://www.fidelity.co.uk/adviser/life/pdfs/oeicpros.pdf

Let me know if there are any other queries.
Steve.

Over the last few weeks I have done some research for people living in the UK looking to invest in a Vanguard index fund.

It isn’t great news but here is the official line:

“The Vanguard Investment Series Funds (Irish Funds) are registered for sale in the UK and the minimum initial investment is $100,000 USD.

Unfortunately, Vanguard does not have equivalent or similar products to those referenced in your previous email. In regards to the Australian and US Funds, they are only available to the respective residents of these countries

Vanguard International Client Service”

I just thought I would post this to save other Brits trying to find similar products.

Cheers

Andy

Please bring in on soon!

Before I wrote my last comment I had written a long reply thanking you and asking for advice on UK products. Unfortunately this somehow didn’t get posted and I know it would take 20 mins to put together again because I had researched a number of links.

Fundamentally I wanted to know what the options were for a Brit because I could only find one plan and it was £100,000 to set up. Can I invest in the products you list even though I am from the UK?

Many thanks for any advice.

Kind Regards

Andy

Would books like:

What Wall Street Doesn’t Want You to Know: How You Can Build Real Wealth Investing in Index Funds (Paperback)
by Larry E. Swedroe (Author)

… be worth buying?

I was looking for a good beginner’s book on index funds.

I promise that is my last question.

Kind Regards

Andy

Not sure what the situation is in the USA, but in Australia the entry amount is $5000.

Links below the Australian Prospectus for Vanguard:

My recommendations are these two particular index funds in Australia:

1st – Australia Share index fund – entry $5000

http://www.vanguard.com.au/Personal_Investors/Our_products/Fund_profiles/Vanguard_Index_Australian_Shares_Fund/index.aspx

2nd – Interntiional Share Index ‘hedged’

http://www.vanguard.com.au/Personal_Investors/Our_products/Fund_profiles/Vanguard_Index_Hedged_International_Shares_Fund/index.aspx

Actually here is the USA – share index for S&P 500 – from vanguard USA site.

https://personal.vanguard.com/us/funds/fees?FundId=0040&FundIntExt=INT – minimum initial investment is only $3000. Good time to get in too.

https://personal.vanguard.com/us/funds/fees?FundId=0113&FundIntExt=INT – USA ‘International Stock index. Also $3000

Cheers,
Steve.

Great show – is there any chance of getting Steve to mention the actual product that is only $5000 to invest in because currently I can only see ones on the Vanguard site that are significantly more than this.

No worries if you can’t I will continue searching.

Cheers

Andy

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