(Emerging markets haven't outperformed the rest over 5 years at least.). HSBC FTSE All World Index Class C – Vanguard’s global all cap, which I own in my SIPP, only samples the constituents (c.4k of c.7k), so Vanguard’s global small cap has about the same *number* of underlying shares (c.4k). View & analyze the 0P00013P6I fund chart by total assets, risk rating, Min. Press question mark to learn the rest of the keyboard shortcuts. I'm at the stage where I'd also like to consider going for a flat-fee broker like iWeb, which from what I understand charges a £25 one off fee to open my ISA and an online trade fee of £5/trade. I am 54 years old, spent 30 years travelling the world working in the oil industry, earning way above average salary, best hotels, business class flights etc. The figures are calculated in the share class base currency, dividend reinvested, net of fees. I am with Cavendish Online (now Fidelity) and the total fee I pay to hold HSBC FTSE World fund is 0.38% (0.13+0.25) which would have been the same as if I used Vanguard and their fund. Find the latest information on FTSE All World Index (AW01.FGI) including data, charts, related news and more from Yahoo Finance Find our live HSBC FTSE All-World Index Fund Accumulation C fund basic information. 77.66 vs 77.55 Morningstar® Integrated Web Tools™ - Fund Compare However I can see VWRL holds 3470 of 3973 constituents from the index compared to HSBC which holds 3056 of 3973 constituents. FTSE All-World Index Fund a sub-fund of HSBC Index Tracker Investment Funds, (the "OEIC"); managed by HSBC Global Asset Management (UK) Limited Class: Accumulation S ISIN: GB00BF0GWY02 Explanations of terms shown within the objectives and policy in bold, can be found within the glossary on The Fund aims to provide growth over the long term, which is a period of five years or more, by tracking the performance of the FTSE All-Share Index (the “Index”). Portfolio overview for HSBC FTSE All-World Index Fund Accumulation C (GB00BMJJJF91) plus latest price and performance data, dividend information, expert insights and more Thank you all. HSBC FTSE All-World Index Fund C OCF 0.13% Vanguard FTSE All-World ETF (VWRL) OCF 0.22%. View & analyze the 0P00013P6I fund chart by total assets, risk rating, Min. All-Cap is arguably the most passive global fund available as it basically represents all available listed equity in the world beyond micro-cap/penny stocks. Money was never an issue and I … That way you could keep using Vanguard and periodically transfer without the risk of switching funds. The Index measures the performance of large and medium size companies in developed and emerging markets, as defined by the Index provider. A non-Vanguard of an all-world equites fund is HSBC’s FTSE All-World Index Fund C. I don’t let the FSCS compensation limit my investing choices but I appreciate that’s a very personal choice. Could it be too much hassle to both transfer to iWeb and switch to HSBC All-World every year? To achieve its investment objective, the Fund will invest di rectly in shares (equities) of companies that make up the FTSE All-Share Index. To achieve its investment objective, the Fund will invest directly in shares (equities) of companies that make up the FTSE All-World Index. I woulk like to invest in the hsbc ftse all world index but it looks cheaper to do this via HL rather than buying this on the HSBC … That's literally all there is to it. Any insights would be greatly appreciated. The HSBC fund is cheaper but you still have platform costs, so compare against the cheapest platform together. Currently I'm in All Cap but would love to see the evidence to justify the fee. Hello, I have an account with HSBC and have access to tne H and L platform. Not sure if this is best way as have heard transfers can take a while and perhaps will be more time out of the market than first option). One tracks the FTSE Global All Cap Index and one tracks the FTSE All World Index. It increases diversification, so should reduce volatility. The Fund aims to provide growth over the long term, which is a period of five years or more, by tracking the performance of the FTSE All-World Index (the “Index”). I've just made the same decision. Since Global All Cap inception in Nov 2016 it looks like the HSBC fund is beating it by a couple of percent, approx. investment, market cap and category. We use cookies on our websites for a number of purposes, including analytics and performance, functionality and advertising. Find our live HSBC FTSE All-World Index Fund Accumulation C fund basic information. What happened to Cavendish? What platform are you using for your LISA? I personally see the small cap exposure as worth the 0.1%. Yes, the low platform with Vanguard makes sense to attract more people to Vanguard FTSE All Cap. View top holdings and key holding information for HSBC FTSE All-World Index Fund (0P0001BO2R.L). Press question mark to learn the rest of the keyboard shortcuts. I am comfortable not covering Small-Cap companies I'm considering switching my S&S ISA investments from the Vanguard FTSE Global All-Cap Acc to the HSBC FTSE All-World Index C. A couple reasons for this -, Encouraged by slightly better performance, I am comfortable not covering Small-Cap companies. I think a lot of platforms are around the 0.25% mark... so it's just the other way round using Vanguard as their platform fee is only 0.15%. Well my sons have them as core part of their portfolio. 12 CisforV April 4, 2017, 8:47 pm. HSBC FTSE All-World Index Fund *Peer group: Morningstar ‘Global Large-Cap Blend Eq’ category, filtered on Investment Association primary share classes and to include index tracker funds only (14 funds on 9 … Fund Objective: The Fund aims to provide growth over the long term, which is a period of five years or more, by tracking the performance of the FTSE All-World Index (the “Index”). Certainly an option however the Vanguard Developed World fund is a bit too US focussed for my liking. I don't have a link but last time this came up it was claimed including small cap does give benefits that justify the price difference. Not sure whether the situation is the same with the HSBC fund. One of the most common questions I find myself addressing for people is the one we will focus on today. I'm considering switching my S&S ISA investments from the Vanguard FTSE Global All-Cap Acc to the HSBC FTSE All-World Index C. A couple reasons for this - Lower OCF (0.13% vs 0.22%) Encouraged by slightly better performance. They were always using fidelities platform were they not? I don't want it to be UK only but I would like some help on understanding the key differences in these two funds and if there is anything else that I should consider. I'm switching my pot over about 10% at a time in to the HSBC fund to minimise the risk (pseudo dollar cost averaging). I am with Cavendish Online (now Fidelity) and the total fee I pay to hold HSBC FTSE World fund is 0.38% (0.13+0.25) which would have been the same as if I used Vanguard and their fund. your primary question but the latter is probably a function of people using Vanguard as a platform. The HSBC fund seems to track the FTSE All World better at present (using the Trustnet portfolio tool) within the last year. Now I've gotten myself in a pickle as to a) whether this is a good decision and b) how to do it. The Fund aims to provide growth over the long term, which is a period of 5 years or more, by tracking the performance of the FTSE All-World Index (the “Index”). There is also an issue about how to manage my monthly investments as evidently if I'm going to be charged £5/trade on iWeb it would make more sense to continue contributing to my Vanguard All-Cap monthly then transfer to iWeb at the end of each tax year. Though personally I use the HSBC fund on Iweb. Depending on how you want to process future contributions you could save some costs by continuing to contribute (monthly?) Vanguard GIA investment; rinse and repeat.. Thanks- this has reminded me that of course I can only contribute to one S&S ISA a year so I will need to stick with one for continuing contributions. www.itinvestor.co.uk/2019/06/vanguard-all-world-etf-vwrl/amp/, More posts from the UKPersonalFinance community, Discuss, learn and request help on how to obtain, budget, protect, save and invest your money in the UK, Press J to jump to the feed. If you're investing for the long term small caps tend to outperform and drive more of the growth in the world market. Both perform very similarly. +52% vs +50%. Find an in-depth profile of Hsbc Ftse All-world Index Fund Accumulation C, including a general overview of the business, top executives, total assets and contact information. You could transfer previous years' contributions from Vanguard to iWeb. Tbh it's the top 50 companies that drive these index. Vanguard VWRL costs 0.22% were as HSBC FTSE All-World Index Fund C Income fund only charges 0.13%. www.itinvestor.co.uk/2019/06/vanguard-all-world-etf-vwrl/amp/. You can see the results over 5 years here. Thank you all. Get historical, end of day quotes. A lot of people being recommended it are only investing in the one fund as set and forget so you'd pick the cheapest total. Like you've said the Global All Cap Index includes small cap companies, which is about 5% to 10% of global market capitalisation, so it holds a lot more stocks. The small-cap companies make up a small proportion by value, but add thousands of companies to the fund which adds costs. Yes, the low platform with Vanguard makes sense to attract more people to Vanguard FTSE All Cap. In a nutshell, not much to lose sleep over. Historical data for the HSBC FTSE All-World Index Fund Accumulation C fund (0P00013P6I). I haven't transferred platforms before though so can't offer advise on that. The Fund aims to provide growth over the long term, which is a period of 5 years or more, by tracking the performance of the FTSE All-World Index (the “Index”). To achieve its investment objective, the Fund will invest di rectly in shares (equities) of companies that make up the FTSE All-World Index. Is there a tax free allowance to GIAs? Vanguard FTSE All-World UCITS ETF (VWRL) FTSE Global All Cap Index Fund - Accumulation. I haven't looked re. New comments cannot be posted and votes cannot be cast, More posts from the UKPersonalFinance community, Discuss, learn and request help on how to obtain, budget, protect, save and invest your money in the UK, Press J to jump to the feed. Then change the fund you invest new money into to Vanguard Developed World ex-UK. I've changed my stocks and shares LISA monthly payment to buy the HSBC FTSE all world index rather than lifestrategy 100. i.e. That may or may not have happened over a long period in the past. Would it be easier to stick to Vanguard All-Cap on iWeb too rather than selling/rebuying All-World every year? Are there any other differences between these two funds apart from no small companies in the HSBC fund? Perhaps it is worth mentioning these are investments I'm not planning on touching for the next 10+ years. Find the latest HSBC FTSE All-World Index Fund (0P00013P6J.L) stock quote, history, news and other vital information to help you with your stock trading and investing. Source: HSBC Global Asset Management, data as at 31 March 2021 Tracking Difference According to the article below a disadvantage with Vanguard is that the dividends (usually 2%) are paid in us dollars and there is a charge of 1% to convert the cash into pounds. Small cap is a small proportion of the Global All Cap fund so it would have to perform significantly better on average than mid & large cap just to outweigh the higher fund charge. Key statistics for HSBC FTSE All-World Index Fund Accumulation C (GB00BMJJJF91) plus portfolio overview, latest price and performance data, expert insights and more ), Transfer S&S ISA from Vanguard to iWeb, sell within iWeb and then buy HSBC All-World (guessing this will cost £35 as one more trade. The Fund aims to provide growth over the long term, which is a period of five years or more, by tracking the performance of the FTSE All-World Index (the “Index”). Would you be able to share the theory behind this? Latest price and performance data for HSBC FTSE All-World Index Fund Accumulation C (GB00BMJJJF91) plus portfolio overview, dividend information, expert insights and more But over the 4 years the Global All Cap has been going it hasn't. HSBC Index Tracker Investment Funds - FTSE All-World Index Fund Reference Benchmark Information Share Class Details Past performance is not an indicator of future returns. HSBC FTSE All-World Index Fund Accumulation C +15.43% +12.91% +32.57% +13.45% +4.43% +1.64%: Global Large-Cap Blend Equity +13.04% +10.32% +30.14% +12.37% +4.24% +1.96%: Fund quartile: 1st: 2nd: 2nd: 2nd: 3rd: 3rd: Funds in category: 1170: 1404: 1931: 2072: 2166: 2245 The Vanguard LifeStrategy® 100 (LS100) and the FTSE Global All Cap Index Fund (FTSE All Cap) appear to be very similar on first glance but fundamental differences exist … The latest fund information for HSBC FTSE All World Index C Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. From my understanding there are a couple ways to do this: Cash out my Vanguard All-Cap, open an iWeb account and buy HSBC All-World (costing £30, however I will risk time out of the market ?? To achieve its investment objective, the Fund will invest di rectly in shares (equities) of companies that make up the FTSE All-World Index. Trustnet chart comparing the two funds. If you wish to move to iWeb then, open a iWeb S&S ISA, complete the transfer application to transfer the Vanguard ISA to iWeb. There isn't really any evidence, so far. But for many new investors that would be very expensive. HSBC FTSE All World Index Class C - Accumulation (GBP) Sell: 225.90p Buy: 225.90p Change: 0.50p (0.22%) Prices as at 6 May 2021 Latest HSBC FTSE All-World Index Fund Accumulation C (GB00BMJJJF91:GBX) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. Thanks, I hadn’t thought of this. What you suggest certainly seems like a way around it but with tax and time costs of selling/buying I’m leaning towards sticking with one ISA/fund. No transaction fee either on the regular purchases. The small cap gains are miniscule in the grand scheme of things. That has a similar OCF to the HSBC fund but no emerging markets (or UK). in to a Vanguard General Investment Account, and then periodically (annually maybe), sell the Vanguard GIA investment, transfer the money in to the iWeb S&S ISA and then make a single purchase of your chosen investment, continue with the (monthly?) The Index measures the performance of large and medium size companies in developed and emerging markets, as defined by the Index provider. Also high risk and high growth potential. This has made me reflect that I do want to continue using Vanguard so will probably transfer/keep my previous contributions in All-Caps. The charge for the first one is so much smaller (0.13%) so not sure why everyone recommends Vanguard FTSE All cap? Over the past 5 years the cheaper HSBC fund has out preformed the Vanguard fund but only slightly. investment, market cap and category. 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