HSBC Index Tracking Funds
HSBC has been leading the field in bespoke index-tracking vehicles for over two decades. By combining strong ratings, a broad product mix and competitive pricing, we believe that we stand out in the market. To find out more information on index tracker funds in general, or literature relating to the Index Tracking Fund range from HSBC Global Asset Management, click here
AAA Rated - Seven of HSBC’s Index Tracking Funds now have S&P AAA Rating, a first in the investment market.
Low Cost - take advantage of the keenly priced AMC, at 0.25 per cent per annum, on all HSBC Index Tracking Funds.
Broad Range - our commitment to passive investing started in 1989 and has grown steadily since then. Our FTSE 100, 250 and All Share Index products maintain a full breadth of equity coverage while we also provide cost-effective vehicles to the US, European, Japanese and more exotic Pacific Rim equity markets.
| Fund name | Benchmark | AMC (%) | TER (%) | Rating |
|---|---|---|---|---|
| HSBC FTSE 100 Index | FTSE 100 Index | 0.25 | 0.27 | AAA Standard and Poors |
| HSBC FTSE 250 Index | FTSE 250 Index | 0.25 | 0.27 | AAA Standard and Poors |
| HSBC FTSE All Share Index | FTSE All Share Index | 0.25 | 0.27 | AAA Standard and Poors |
| HSBC American Index | S&P 500 Index | 0.25 | 0.28 | AAA Standard and Poors |
| HSBC European Index | FTSE World Europe ex UK | 0.25 | 0.31 | AAA Standard and Poors |
| HSBC Japan Index | FTSE Japan Index | 0.25 | 0.29 | AAA Standard and Poors |
| HSBC Pacific Index | FTSE World Asia Pacific excluding Japan Index | 0.25 | 0.37 | AAA Standard and Poors |
| HSBC UK Gilt Index | FTSE British Government All Stocks Total Return Index | 0.25 | 0.27** |
*Annual management charge
**Predicted TER as at 15/11/10
Passive investing
Tracker funds can help investors diversify their portfolios and offer the possibility of long-term positive returns on a cost-effective basis. We believe passive investment is anything but passive, and that the impact of the global economic recovery and the Retail Distribution Review will see more interest in index tracking vehicles. Our Fund Managers aim to minimise costs and risks inherent in tracking an index via a rigorous investment process.
Disclaimer:
Fund information
The HSBC funds referred to are sub-funds of HSBC Index Tracker Investment Funds, an Open Ended Investment Company that is authorised in the UK by the Financial Services Authority. The Authorised Corporate Director and Investment Manager is HSBC Global Asset Management (UK) Limited. All applications are made on the basis of the HSBC Index Tracker Investment Funds prospectus, simplified prospectus and most recent annual and semi annual report, which can be obtained upon request free of charge from HSBC Global Asset Management (UK) Limited, 8, Canada Square, Canary Wharf, London, E14 5HQ, UK, or the local distributors. Investors and potential investors should read and note the risk warnings in the prospectus and relevant simplified prospectus.
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may cause the value of such investments to go down as well as up. The value of indices can also fall as well as rise. Stockmarket investments should be viewed as a medium to long term investment and should be held for at least five years. Any performance information shown refers to the past and should not be seen as an indication of future returns.
FTSE Indices
"FTSE®", "FT-SE®", "Footsie®", "FTSE4Good®" and "techMARK" are trade marks jointly owned by the London Stock Exchange Plc and The Financial Times Limited and are used by FTSE International Limited ("FTSE") under licence. "All-World®", "All-Share®" and "All-Small®" are trade marks of FTSE. The FTSE 100 Index, FTSE 250 Index and FTSE All-Share Index are calculated by FTSE. FTSE does not sponsor, endorse or promote this product and is not in any way connected to it and does not accept any liability in relation to its issue, operation and trading.
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Contact us
- Call us: 0800 081 890* (Option 1)
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