HSBC FTSE 250 Index Acc

IMA Sector:

UK All Companies

ISIN:

GB0000467810

Fund Type:

OEIC

324.60p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 30-Oct-2024
  • Change: -1.00p
  • Change %: -0.31%
  • Currency: GBP
  • YTD change: 23.60p
  • YTD %: 7.84%

Fund Objective

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

View on Past Performance

UK equities fell over 13.4% on concerns about the banking industry and the economic outlook. Despite the significant issues in the banking industry, the market was led lower by basic materials, oil & gas and industrials. Financials were down and Utilities was the strongest sector.Our aim is to be as close to full replication as is practically possible subject to liquidity constraints. The Fund replicates changes to the index bearing in mind the trade-off between tracking error and trading costs.

Future Expectations

The corporate environment remains challenging across most sectors as economic concerns increase. The current lack of confidence in banks is a significant issue although government support should stabilise sentiment. Markets are likely to remain very volatile while the level of economic and corporate earnings uncertainty is so high.

Fund Details

Latest Price 324.60p IMA Sector UK All Companies
Currency British Pound Launch Date 07/10/1997
Fund Size n/a Fund Manager Sinopia Asset Management (UK) Ltd
ISIN GB0000467810 Dividend 0.00p

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

 

Price Info

Date 30-Oct-2024
NAV 324.60p
Currency GBP
Change -1.00p
% -0.31%
YTD change 23.60p
YTD % 7.84%

Fund Facts

Fund Inception 07/10/1997
Fund Manager Sinopia Asset Management (UK) Ltd
TER 0.29 (15-May-2012)

Fund Reports

Minimum Investment
Initial £1000
Additional £500
Savings £50
Charges
Initial n/a
Annual Mang't 0.25%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.16

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