HSBC FTSE 250 Index
Class S - Accumulation (GBP)





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, although they can be more volatile than their larger counterparts. They also tend to earn more of their revenue here in the UK.
That said, the broader FTSE 250 Index includes investment trusts, some of which invest in overseas markets, including higher risk emerging markets. This provides the fund with some international diversification. Although emerging markets only make up a very small portion of the overall fund.
We think this is an excellent tracker fund, offering a simple and low cost way to invest in this area of the market. HSBC has been a provider of index trackers for over 35 years and is home to an experienced management team. We think the team will do a good job for investors over the long run.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
30/07/20 to 30/07/21 | 30/07/21 to 30/07/22 | 30/07/22 to 30/07/23 | 30/07/23 to 30/07/24 | 30/07/24 to 30/07/25 | |
---|---|---|---|---|---|
Annual return | 37.38% | -9.55% | -2.52% | 15.67% | 4.71% |
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
Information about the fund
