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HSBC FTSE 250 Index Class S - Accumulation (GBP)

Sell:287.71p Buy:287.71p Change: 0.77p (0.27%)
Prices as at 28 June 2022
Sell:287.71p
Buy:287.71p
Change: 0.77p (0.27%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 28 June 2022
Sell:287.71p
Buy:287.71p
Change: 0.77p (0.27%)
Prices as at 28 June 2022
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.

The FTSE 250 is full of medium-sized companies with exciting growth potential. We think this is an excellent tracker fund, offering a low cost way to invest in this area of the market. HSBC have a lot of experience in running tracker investment funds. We think they'll do a good job for investors over the long run.

Our view on the sector

Businesses listed on the FTSE 250 Index are often called medium-sized companies or 'mid-caps'. While the FTSE 100 includes the UK's 100 largest companies, the FTSE 250 contains the next 250 largest companies. They're the main hunting ground for fund managers who run UK mid-cap funds. Medium-sized companies have made strong returns for long-term investors. But their performance tends to be sensitive to the health of the UK economy than larger ones. We think they've got the potential to deliver strong returns for long-term investors prepared to weather the increased volatility. They could add diversification to a portfolio focused on larger companies too.

Performance Analysis

The chart shows how the fund's performed against the FTSE 250 Index. Since launch, it's tracked the index closely, though over time it's fallen behind due to the costs involved with running a fund. Even though the fund's charges are low, they'll continue to pull back performance slightly. This is the same for every tracker fund.

Investment Philosophy

Tracker funds are one of the simplest ways to invest. They aim to match the performance of an index like the FTSE 250, rather than beat it. They usually do this by investing in every company in the index. This means they don't need analysts to research individual companies, which keeps costs to a minimum. If the fund's costs are low it's likely to track the index more closely over time.

Process and Portfolio Construction

HSBC has a straightforward approach to managing this fund. They invest in every company in the FTSE 250 Index and in the same proportion. This is called 'full replication' which minimises the risk of the fund differing too much from the index. They currently don't lend shares to other companies, like some other tracker managers do with a view to reduce costs, as this would add risk to the fund.

question mark Manager Track Record Based on HL Quantitative Research

  • HSBC FTSE 250 Index Acc
  • FTSE 250 TR GBP
FROM: TO:


Fund Track Record

27/06/17 to 27/06/18 27/06/18 to 27/06/19 27/06/19 to 27/06/20 27/06/20 to 27/06/21 27/06/21 to 27/06/22
Annual return 8.55% -4.53% -7.99% 32.63% -12.21%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

HSBC Global Asset Management is the investment management arm of HSBC Group, a global bank and financial services company. HSBC has a long history in tracker funds - they've been managing passive investments for over 20 years and have launched a range of ETFs in the UK to complement their tracker funds.

Information about the fund

Fund manager biography

Manager Name: HSBC Index and Systematic Equity Portfolio Management Team
Manager start date: 30 September 2016
Manager located in: N/A

N/A

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account