IndexPath Ltd · United Kingdom
GBP

Educational Guide · 2026

Index Funds

A clear, structured introduction to index funds, passive investing principles and cost-aware portfolio building. Written for adult readers in the United Kingdom. No promises of specific results or income levels.

Educational Guide

Index Funds

Low-Cost Diversification for Long-Term Inv...

T. Whitfield

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Educational content

About this publication

«Index Funds» provides a structured educational overview of index funds, passive investing principles and cost-aware portfolio building. The text is written in plain language and is intended for adult readers who wish to understand the underlying principles rather than receive personalised advice.

Examples are general and take account of the UK context. No specific investment or income recommendations are made. Outcomes depend on individual circumstances, capital, skill and time. Past or illustrative figures are not an indication of future results.

  • Approximately 190–210 pages, hardback
  • Updated for 2026 context
  • Includes worksheets and checklists
  • Physical delivery within the UK

Price incl. VAT

£21.99

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Educational product. Results depend on many factors. No guarantees of income or performance.

What the book covers

Six core topics presented systematically and without unnecessary jargon.

1

How Index Funds Work

Tracking methodologies, physical vs synthetic replication at a high level.

2

Costs and Tracking Error

Why expense ratios and spreads matter over decades.

3

Global vs Regional

Considerations when choosing broad market exposure.

4

ISA and SIPP Context

How UK wrappers can support long-term holding.

5

Rebalancing Basics

Simple approaches to maintaining target allocations.

6

Realistic Expectations

Volatility, sequence risk and the limits of past performance data.

All information is of a general, educational nature and does not constitute personal advice. Historical or illustrative examples are not an indication of future results. Seek professional advice where appropriate.

Contact us

Questions about the book or an order? Use the form – we reply by email.

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