FTSE 250 Index
(Redirected from FTSE 250)
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.jpg) Performance of the FTSE 250 index between October 1992 and June 2024 | |
| Foundation | 12 October 1992 |
|---|---|
| Operator | FTSE Russell |
| Exchanges | London Stock Exchange |
| Trading symbol | MCX |
| Constituents | 250 (June 2024) |
| Type | Mid-cap |
| Market cap | £324 billion (June 2024) |
| Weighting method | Capitalisation-weighted |
| Related indices | |
| Website | official website |
| Reuters | .FTMC |
| Bloomberg | MCX:IND |
The FTSE 250 Index, also called the FTSE 250, or, informally, the "Footsie 250" /ˈfʊtsi/, is a stock market index that measures the real strength of the economy of the United Kingdom[1] and consists of the 101st to the 350th mid-cap blue chip companies listed on the London Stock Exchange.[2]
The index consists of 38 sectors, three of which have a market cap exceeding £25 billion as at 28 June 2024. These are collective investments, investment banking & investment services, and residential and commercial REIT, which together account for approximately 56% of the index's market cap.[3] At the same date there was one company with a market cap exceeding £4 billion: Polar Capital, which accounts for approximately 1% of the market cap.[3]
Each calendar quarter, the FTSE 250's constituents are reviewed and some companies will either exit or enter the index, resulting in irregular trading volume and price changes as market participants rebalance their portfolios.[4]
Related indices are the FTSE 100 Index (which lists the largest 100 companies), the FTSE 350 Index (which combines the FTSE 100 and 250), the FTSE SmallCap Index and the FTSE All-Share Index (an aggregation of the FTSE 100 Index, the FTSE 250 Index and the FTSE SmallCap Index).
Record values
[edit]The index began on 12 October 1992 at the base level of 2,403, and a market capitalisation of £98 billion. The highest closing value of 24,250.80 was reached on 1 September 2021.[5]
Annual changes
[edit]The following table lists the annual changes in the FTSE 250 index.[6][7]
| Year | Price only return (excludes dividends received by shareholders) |
|---|---|
| 1994 | −7.64% |
| 1995 | 14.84% |
| 1996 | 11.67% |
| 1997 | 6.62% |
| 1998 | 1.40% |
| 1999 | 32.75% |
| 2000 | 1.59% |
| 2001 | −9.29% |
| 2002 | −27.27% |
| 2003 | 34.40% |
| 2004 | 19.49% |
| 2005 | 26.78% |
| 2006 | 27.10% |
| 2007 | −4.65% |
| 2008 | −40.32% |
| 2009 | 46.3% |
| 2010 | 24.2% |
| 2011 | −12.6% |
| 2012 | 22.5% |
| 2013 | 28.8% |
| 2014 | 0.9% |
| 2015 | 8.4% |
| 2016 | 3.7% |
| 2017 | 14.7% |
| 2018 | −15.6% |
| 2019 | 25.0% |
| 2020 | −6.2% |
| 2021 | 14.6% |
| 2022 | −19.7% |
| 2023 | 4.4% |
Whilst the FTSE 250 had no retail products prior to its 1992 inception date, in the 1990's the index returns were back-calculated to 1986. Indicative values as follows:[8]
| Year | Price only | Total return |
|---|---|---|
| 1986 | 28.7% | 33.4% |
| 1987 | 8.6% | 13.3% |
| 1988 | 10.2% | 15.4% |
| 1989 | 21.6% | 26.7% |
| 1990 | −20.1% | −15.8% |
| 1991 | 11.9% | 17.4% |
| 1992 | 21.1% | 26.3% |
| 1993 | 32.4% | 37.5% |
| 1994 | −7.6% | −4.4% |
| 1995 | 14.8% | 19.1% |
| 1996 | 11.7% | 15.7% |
| 1997 | 6.6% | 10.6% |
| 1998 | 1.4% | 4.0% |
| 1999 | 32.8% | 36.4% |
| 2000 | 1.6% | 3.9% |
| 2001 | −9.3% | −6.8% |
| 2002 | −27.3% | −24.8% |
| 2003 | 34.3% | 38.6% |
| 2004 | 19.6% | 22.9% |
| 2005 | 26.8% | 30.3% |
| 2006 | 27.1% | 30.2% |
| 2007 | −4.7% | −2.8% |
| 2008 | −40.3% | −37.5% |
| 2009 | 46.3% | 50.0% |
| 2010 | 24.2% | 26.9% |
| 2011 | −12.6% | −9.9% |
| 2012 | 22.5% | 25.5% |
| 2013 | 28.8% | 31.7% |
| 2014 | 0.9% | 3.7% |
| 2015 | 8.4% | 11.2% |
| 2016 | 3.7% | 6.5% |
| 2017 | 14.7% | 17.7% |
| 2018 | −15.6% | −12.7% |
| 2019 | 25.0% | 28.7% |
| 2020 | −6.4% | −4.2% |
| 2021 | 14.6% | 16.8% |
| 2022 | −19.7% | −17.1% |
| 2023 | 4.6% | 8.0% |
Constituents
[edit]The following table lists the FTSE 250 companies after the changes on 14 October 2024.[9]
| Company | Ticker | FTSE Industry Classification Benchmark sector[10] |
|---|---|---|
| 3i Infrastructure | 3IN | Financial Services |
| 4imprint | FOUR | Media |
| Abrdn | ABDN | Financial Services |
| Alfa Financial Software | ALFA | Software and Computer Services |
| Alliance Witan | ALW | Investment Trusts |
| Allianz Technology Trust | ATT | Investment Trusts |
| Alpha Group International | ALPH | Financial Services |
| AO World | AO | Retail |
| Apax Global Alpha | APAX | Financial Services |
| Ashmore Group | ASHM | Financial Services |
| Asia Dragon Trust | DGN | Investment Trusts |
| Assura | AGR | Real Estate Investment Trusts |
| Aston Martin Lagonda | AML | Automobiles & Parts |
| Auction Technology Group | ATG | Software & Computer Services |
| AVI Global Trust | AGT | Investment Trusts |
| Babcock International | BAB | Support Services |
| Baillie Gifford Japan Trust | BGFD | Investment Trusts |
| Baillie Gifford US Growth Trust | USA | Investment Trusts |
| Bakkavör | BAKK | Food & Tobacco |
| Balanced Commercial Property Trust | BCPT | Investment Trusts |
| Balfour Beatty | BBY | Construction & Materials |
| Baltic Classifieds | BCG | Consumer Digital Services |
| Bankers Investment Trust | BNKR | Investment Trusts |
| Bank of Georgia | BGEO | Banking Services |
| A.G. Barr | BAG | Beverages |
| BBGI | BBGI | Financial Services |
| AJ Bell | AJB | Financial Services |
| Bellevue Healthcare Trust | BBH | Investment Trusts |
| Bellway | BWY | Home Construction |
| BH Macro | BHMG | Hedge Funds |
| Big Yellow Group | BYG | Real Estate Investment Trusts |
| BlackRock Greater Europe Investment Trust | BRGE | Investment Trusts |
| BlackRock Smaller Companies Trust | BRSC | Equity Investments |
| BlackRock Throgmorton Trust | THRG | Equity Investments |
| BlackRock World Mining Trust | BRWM | Investment Trusts |
| Bloomsbury Publishing | BMY | Publishing |
| Bluefield Solar Income Fund | BSIF | Investment Trusts |
| Bodycote | BOY | Industrial Engineering |
| Breedon Group | BREE | Construction & Materials |
| Bridgepoint Group | BPT | Financial Services |
| Britvic | BVIC | Beverages |
| Brunner Investment Trust | BUT | Investment Trusts |
| Burberry | BRBY | Personal goods |
| Bytes Technology Group | BYIT | Aerospace & Defence |
| C&C Group | CCR | Food & Tobacco |
| Caledonia Investments | CLDN | Investment Trusts |
| Capital Gearing Trust | CGT | Investment Trusts |
| Carnival Corporation & plc | CCL | Travel & Leisure |
| Centamin | CEY | Mining |
| Ceres Power | CWR | Alternative Energy |
| Chemring Group | CHG | Aerospace & Defence |
| Chrysalis Investments | CHRY | Investment Trusts |
| City of London Investment Trust | CTY | Investment Trusts |
| Clarkson | CKN | Industrial Transportation |
| Close Brothers Group | CBG | Banks |
| CMC Markets | CMCX | Financial Services |
| Coats Group | COA | Consumer Staples |
| Computacenter | CCC | Software & Computer Services |
| Cranswick | CWK | Food Producers |
| Crest Nicholson | CRST | Home Construction |
| Currys | CURY | Retailers |
| Derwent London | DLN | Real Estate Investment Trusts |
| Direct Line | DLG | Nonlife Insurance |
| discoverIE | DSCV | Support Services |
| Domino's Pizza | DOM | Travel & Leisure |
| Dowlais Group | DWL | Automobiles & Parts |
| Drax Group | DRX | Electricity |
| Dr. Martens | DOCS | Retailers |
| Dunelm Group | DNLM | Retailers |
| Edinburgh Investment Trust | EDIN | Investment Trusts |
| Edinburgh Worldwide Investment Trust | EWI | Investment Trusts |
| Elementis | ELM | Chemicals |
| Empiric Student Property | ESP | Real estate |
| Energean | ENOG | Oil & Gas Producers |
| Essentra | ESNT | Support Services |
| European Opportunities Trust | EOT | Investment Trusts |
| European Smaller Companies Trust | ESCT | Investment Trusts |
| Fidelity China Special Situations | FCSS | Investment Trusts |
| Fidelity Emerging Markets | FEML | Investment Trusts |
| Fidelity European Trust | FEV | Investment Trusts |
| Fidelity Special Values | FSV | Investment Trusts |
| Finsbury Growth & Income Trust | FGT | Equity Investments |
| FirstGroup | FGP | Travel & Leisure |
| Foresight Group | FSG | Investment Banking and Brokerage Services |
| Foresight Solar Fund | FSFL | Collective Investments |
| Future | FUTR | Media |
| Games Workshop Group | GAW | Leisure Goods |
| GCP Infrastructure Investments | GCP | General Financial |
| Genuit Group | GEN | Construction & Materials |
| Genus | GNS | Pharmaceuticals & Biotechnology |
| Global Smaller Companies Trust | GSCT | Investment Trusts |
| Goodwin | GDWN | General Industrials |
| Grafton Group | GFTU | Support Services |
| Grainger | GRI | Real Estate Investment & Services |
| Great Portland Estates | GPE | Real Estate Investment Trusts |
| Greencoat UK Wind | UKW | Gas, Water & Multiutilities |
| Greencore | GNC | Food, Beverage and Tobacco |
| Greggs | GRG | Food & Drug Retailers |
| Hammerson | HMSO | Real Estate Investment Trusts |
| Harbour Energy | HBR | Oil & Gas Producers |
| HarbourVest Global Private Equity | HVPE | Equity Investments |
| Harworth Group | HWG | Real Estate |
| Hays | HAS | Support Services |
| Helios Towers | HTWS | Telecomms |
| Henderson European Trust | HET | Investment Trusts |
| Henderson Smaller Companies Investment Trust | HSL | Investment Trusts |
| Herald Investment Trust | HRI | Investment Trusts |
| Hg Capital Trust | HGT | Investment Trusts |
| HICL Infrastructure Company | HICL | Investment Trusts |
| Hill & Smith | HILS | Industrial Engineering |
| Hilton Food Group | HFG | Food Producers |
| Hochschild Mining | HOC | Basic Resources |
| Hollywood Bowl Group | BOWL | Travel and leisure |
| Hunting | HTG | Oil, Gas and Coal |
| Ibstock | IBST | Construction & Materials |
| ICG Enterprise Trust | ICGT | Investment Trusts |
| IG Group Holdings | IGG | Financial Services |
| Impax Environmental Markets | IEM | Investment Trusts |
| Inchcape | INCH | Retailers |
| IntegraFin Holdings | IHP | Financial Services |
| International Distribution Services | IDS | Delivery Services |
| International Public Partnerships | INPP | Financial Services |
| Investec | INVP | Financial Services |
| IP Group | IPO | Financial Services |
| Ithaca Energy | ITH | Oil & Gas Producers |
| ITV | ITV | Media |
| IWG | IWG | Support Services |
| JLEN Environmental Assets Group | JLEN | Investment Trusts |
| Johnson Matthey | JMAT | Chemicals |
| JPMorgan American Investment Trust | JAM | Investment Trusts |
| JPMorgan Emerging Markets Investment Trust | JMG | Investment Trusts |
| JPMorgan European Discovery | JEDT | Investment Trusts |
| JPMorgan Global Growth & Income | JGGI | Investment Trusts |
| JPMorgan Indian Investment Trust | JII | Investment Trusts |
| JPMorgan Japanese Investment Trust | JFJ | Investment Trusts |
| JTC | JTC | Financial Services |
| Jupiter Fund Management | JUP | Financial Services |
| Just Group | JUST | Life Insurance |
| Kainos | KNOS | Software & Computer Services |
| Keller Group | KLR | Construction & Materials |
| Kier Group | KIE | Construction & Materials |
| Lancashire Holdings | LRE | Nonlife Insurance |
| Law Debenture | LWDB | Investment Trusts |
| Man Group | EMG | Investment Trusts |
| Marshalls | MSLH | Construction & Materials |
| ME Group International | MEGP | Leisure Goods |
| Mercantile Investment Trust | MRC | Collective Investments |
| Merchants Trust | MRCH | Investment Trusts |
| Mitchells & Butlers | MAB | Travel & Leisure |
| Mitie | MTO | Support Services |
| Molten Ventures | GROW | Financial Services |
| MONY Group | MONY | Media |
| Monks Investment Trust | MNKS | Investment Trusts |
| Moonpig | MOON | Retailers |
| Morgan Advanced Materials | MGAM | Electronic & Electrical Equipment |
| Morgan Sindall Group | MGNS | Construction & Materials |
| Murray Income Trust | MUT | Investment Trusts |
| Murray International Trust | MYI | Investment Trusts |
| NB Private Equity Partners | NBPE | Collective Investments |
| NCC Group | NCC | Software and Computer Services |
| NextEnergy Solar Fund | NESF | Collective Investments |
| Ninety One | N91 | Financial Services |
| North Atlantic Smaller Companies Investment Trust | NAS | Investment Trusts |
| Ocado Group | OCDO | Food & drug retailers |
| OneSavings Bank | OSB | Banks |
| Oxford Instruments | OXIG | Electronic & Electrical Equipment |
| Pacific Horizon Investment Trust | PHI | Investment Trusts |
| PageGroup | PAGE | Support Services |
| Pantheon International | PIN | Equity Investments |
| Paragon Banking Group | PAG | Financial Services |
| Patria Private Equity Trust | PPET | Financial Services |
| Pennon Group | PNN | Gas, Water & Multiutilities |
| Personal Assets Trust | PNL | Investment Trusts |
| Petershill Partners | PHLL | Investment Trusts |
| Pets at Home | PETS | Retailers |
| Playtech | PTEC | Software & Computer Services |
| Plus500 | PLUS | Financial Services |
| Polar Capital Global Financials Trust | PCFT | Investment Trusts |
| Polar Capital Technology Trust | PCT | Investment Trusts |
| PPHE Hotel Group | PPH | Travel and Leisure |
| Premier Foods | PFD | Food & Drug Retailers |
| Primary Health Properties | PHP | Real Estate Investment Trusts |
| PRS REIT | PRS | Real Estate Investment Trusts |
| PureTech Health | PRTC | Health Care Equipment & Services |
| PZ Cussons | PZC | Personal Goods |
| Qinetiq | Aerospace & Defence | |
| Quilter | QLT | Financial Services |
| Raspberry Pi Holdings | RPI | Technology |
| Rathbones | RAT | Financial Services |
| Renewi | RWI | Utilities |
| Renishaw | RSW | Electronic & Electrical Equipment |
| RHI Magnesita | RHIM | Support Services |
| RIT Capital Partners | RCP | Investment Trusts |
| Rotork | ROR | Industrial Engineering |
| RS Group | RS1 | Industrials |
| Ruffer Investment Company | RICA | Investment Trusts |
| Safestore | SAFE | Real Estate Investment Trusts |
| Savills | SVS | Real Estate Investment & Services |
| Schroder AsiaPacific Fund | SDP | Investment Trusts |
| Schroder Oriental Income Fund | SOI | Financial Services |
| Scottish American Investment Company | SAIN | Investment Trusts |
| SDCL Energy Efficiency Income Trust | SEIT | Energy |
| Senior | SNR | Aerospace & Defence |
| Sequoia Economic Infrastructure Income Fund | SEQI | Financial Services |
| Serco | SRP | Support Services |
| Shaftesbury Capital | SHC | Real Estate Investment Trusts |
| Sirius Real Estate | SRE | Real Estate |
| Smithson Investment Trust | SSON | Investment Trusts |
| Softcat | SCT | Software & Computer Services |
| Spectris | SXS | Electronic & Electrical Equipment |
| Spire Healthcare | SPI | Health Care Equipment & Services |
| Spirent | SPT | Telecomms |
| SSP Group | SSPG | Retailers |
| SThree | STEM | Support Services |
| St. James's Place | STJ | Financial services |
| Supermarket Income REIT | SUPR | Real Estate Investment Trusts |
| Syncona | SYNC | Pharmaceuticals & Biotechnology |
| Target Healthcare REIT | THRL | Real Estate Investment Trusts |
| Tate & Lyle | TATE | Food Producers |
| TBC Bank | TBCG | Banks |
| Telecom Plus | TEP | Telecomms |
| Temple Bar Investment Trust | TMPL | Collective Investments |
| Templeton Emerging Markets Investment Trust | TEM | Investment Trusts |
| The Renewables Infrastructure Group | TRIG | Investment Trusts |
| TI Fluid Systems | TIFS | Automobiles & Parts |
| TP ICAP | TCAP | Support Services |
| Trainline | TRN | Industrial Transportation |
| Travis Perkins | TPK | Support Services |
| Tritax Big Box REIT | BBOX | Real Estate Investment Trusts |
| Tritax EuroBox | EBOX | Investment Trusts |
| TR Property Investment Trust | TRY | Investment Trusts |
| Trustpilot | TRST | Technology |
| Twentyfour Income Fund | TFIF | Investment Trusts |
| Urban Logistics REIT | SHED | Real Estate Investment Trusts |
| Vesuvius | VSVS | General Industrials |
| Victrex | VCT | Chemicals |
| Vietnam Enterprise Investments | VEIL | General Financial |
| VinaCapital Vietnam Opportunity Fund | VOF | General Financial |
| Volution Group | FAN | Construction & Materials |
| W. A. G. Payment Solutions | WPS | Financial Services |
| Watches of Switzerland | WOSG | Personal Goods |
| Wetherspoon (J D) | JDW | Travel & Leisure |
| W H Smith | SMWH | Retailers |
| Wizz Air | WIZZ | Travel & Leisure |
| Wood Group | WG | Oil & Gas Related Equipment and Services |
| Workspace Group | WKP | Real Estate Investment Trusts |
| Worldwide Healthcare Trust | WWH | Investment Trusts |
| XPS Pensions | XPS | Financial Services |
| Zigup | ZIG | Support Services |
See also
[edit]- FTSE 100
- FTSE All-Share Index
- Fast Track 100 Sunday Times list of the 100 largest private (Non Listed) companies.
- Top Track 250 Sunday Times list of the 250 Mid-market (Non-Listed) companies.
References
[edit]- ^ "The FTSE 250 index - a beginners guide". everyday investor. 8 October 2023. Retrieved 22 February 2024.
- ^ "MCX". FTSE Russell. 13 May 2024. Retrieved 13 May 2024.
- ^ a b "FTSE constituents". London Stock Exchange. Retrieved 13 July 2024.
- ^ "FTSE Reshuffle: Who's In, Who's Out?". Morning Star. 1 September 2022. Retrieved 15 May 2024.
- ^ "MCX | FTSE 250 Index GBP Historical Prices - WSJ".
- ^ "FTSE Russell Factsheet FTSE 250 Index" (PDF). 31 January 2022. Archived from the original (PDF) on 7 July 2023. Retrieved 20 February 2022.
- ^ "FTSE 250 Index (United Kingdom) Yearly Stock Returns". 1stock1.com. Retrieved 8 February 2024.
- ^ "FTSE Russell Factsheet FTSE 250 Index". 9 March 2024. Retrieved 9 March 2024.
- ^ "Witan Investment Trust (UK): Scheme of Reconstruction with Alliance Trust (UK) Changes in FTSE UK Index Series". FTSE Russell. 9 October 2024. Retrieved 11 October 2024.
- ^ "FTSE 250 constituents shares prices". London Stock Exchange. Retrieved 9 February 2023.
External links
[edit]- Official constituent list from FTSE Group Archived 2020-08-08 at the Wayback Machine
- London Stock Exchange: FTSE 250 Index
- Market Watch page for FTSE 250
- FTSE 250 Index on Yahoo Finance
- FTSE 250 Index — on Hargreaves Lansdown
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