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Beware the hidden costs of indexing

Thu Sep 25 2025
Beware the hidden costs of indexing
Index funds seek to mirror the performance of an index. To do that, they need to mirror the changes in the index’s holdings when stocks are added to or dropped from the index. This lack of flexibility can lead to potential hidden costs for investors. Many investors who like to consider a DIY approach to investing, have included index fund in their portfolio, maybe through Sharesies platform for example.  However, there are hidden costs to be aware of, and is a reason that we at G3 are not ‘slaves to the index’ with our evidence-based philosophy. Check out more here  Beware the Hidden Costs of Indexing | Dimensional


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We provide comprehensive advice to our clients across a wide range of financial planning areas

Tauranga-based, servicing New Zealand-wide