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HSBC FTSE 250 INDEX R - Fund overview

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Overview of HSBC FTSE 250 INDEX R

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HSBC FTSE 250 INDEX R does not fall into either of these categories at present.

Standard Initial Charge

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Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  October, 1997
Size  £225m
Yield 2.6%
Charging basis  Income
Dividends paid  15/7.
Bid price(inc) 95.70p 0.40p
Bid price(acc) 122.70p 0.50p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.25%
Total expense ratio 0.27%
Reduction in yield (10yr) 0.27%

Bestinvest says


No information available.

Portfolio

hsbc ftse 250 index r asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 0%
hsbc ftse 250 index r equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
hsbc ftse 250 index r equity capitalisation illustration
Allocation Proportion
Large Caps 0%
Mid Caps 81%
Small Caps 19%

Investment process


The fund's investment objective is to provide long term capital growth by matching the capital performance of the FTSE 250 Index.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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