Selecting a global index fund

Linton

Sheriff_Fatmen said:

bowlhead99 said:

segovia wrote: »

HSBC FTSE All-World Index seems to get good reviews.

Where do you get the 'reviews' ?

Can anyone shed some light on the pros and cons of the HSBC Income C and Income S versions. The S has lower OCF and is newer but reportedly same fund size 🤔

They are exactly the same fund but with different charges. The returns will be very close. Which one you get will depend on your platform. A platform which does a very large amount of business with the fund manager may be able to negotiate access to the class with lower charges.

aroominyork

Linton said:

Sheriff_Fatmen said:

bowlhead99 said:

segovia wrote: »

HSBC FTSE All-World Index seems to get good reviews.

Where do you get the 'reviews' ?

Can anyone shed some light on the pros and cons of the HSBC Income C and Income S versions. The S has lower OCF and is newer but reportedly same fund size 🤔

They are exactly the same fund but with different charges. The returns will be very close. Which one you get will depend on your platform. A platform which does a very large amount of business with the fund manager may be able to negotiate access to the class with lower charges.

The fund size will be the same because it reflects the total assets under management (AUM), not the amount being charged at the C or S rates. So if you have 1000 Mars bars and you sell 600 individually at 60p and 400 (say in packs of four) at 50p each, you still have a 'fund' of 1000 Mars bars.