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HSBC FTSE 250 Index C

Bestinvest LogoA fully replicated tracker, following the FTSE 250 index of mid sized UK equities.

PRICE (INC)

180.1p

PRICE (ACC)

295.5p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.11%

ONGOING CHARGE

0.12%

YIELD

2.4%

1 YEAR
-9.59%

Prices as at 10 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund's objective is to provide long term capital growth by matching the performance of the FTSE 250 Index. This index consists of the 250 largest UK equities outside the FTSE 100, weighted by market value. Run by HSBC's passive funds team, the fund invests in the physical securities and fully replicates the index. Annual charges are low.

Fund summary

SectorUK All Companies
StructureOEIC
LaunchedSeptember 2012
Size£1,303m
Yield2.4%
Charging BasisIncome
Dividends paid15 Jul

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.11%
Ongoing Charges Figure0.12%

Investment Process

This fund aims to produce capital growth through a portfolio of investments in mid cap UK companies. The fund aims to match the returns of the FTSE 250 share index as closely as possible, with minimum tracking error. A near full replication strategy is used by holding all of the constituents of the index except the three non-sterling denominated investment trusts (replaced by additional shares in the sterling units) and equitising accrued dividends through equity index futures. Exchange traded funds (ETFs) are held to manage daily flows.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning