HSBC FTSE 250 Index Retail Accumulation

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Growth Of 1000 (GBP) 31/01/2024
Fund:  HSBC FTSE 250 Index Retail Accumulation
Category:  UK Mid-Cap Equity
Category Index:  Morningstar UK SMID Cap TME NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/01/2024
 201720182019202020212022202331/01
Price Return17.39-13.4229.35-5.2416.27-17.458.19-1.84
+/- Category-2.151.52-1.48-2.311.474.712.29-0.75
+/- Category Index-------8.370.00
% Rank in Category6429437855183182
Trailing Returns (GBP)23/02/2024
   Total Returns   +/- Category   +/- Category Index
1 Day-0.61   -0.24-0.49
1 Week-0.17   -0.25-0.79
1 Month-0.06   -1.65-2.90
3 Months4.84   -1.15-2.11
6 Months7.13   -0.23-2.84
YTD-2.53   -1.46-1.59
1 Year-0.12   0.57-6.70
3 Years Annualised-0.45   2.19-1.43
5 Years Annualised2.35   0.35-1.02
10 Years Annualised4.01   0.08-0.51
 
Quarterly Returns (GBP)31/01/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20231.15-1.590.208.47
2022-9.16-11.78-7.2911.11
20215.853.954.221.39
2020-30.2712.770.5819.82
20198.903.353.3011.25
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1931 Dec 2031 Dec 2131 Dec 2231 Dec 23
29.35-5.2416.27-17.458.19
 
 
 
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* This share class has performance data calculated prior to the inception date, 2000-10-31. This is based upon a simulated/extended track record, using the track record of HSBC FTSE 250 Index Retail Inc (ISIN: GB0000467703), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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