FTSE UK Index Series (2024)

Overview

TheFTSE UK Seriesis designed to represent the performance of UK companies, providing market participants with a comprehensive and complementary set of indexes that measure the performance of all capital and industry segments of the UK equity market.

The FTSE UK ESG Risk-Adjusted Index Series, based on the FTSE UK Index Series, is designed to reflect the performance of UK stocks whilst improving broad ESG characteristics and maintaining similar risk/return characteristics to the underlying universe.

Headline indices include:

FTSE 100 Index (UKX)- comprises the 100 most highly capitalised blue chip companies listed on London Stock Exchange.

FTSE 100 Total Return Index- measures the total return of the underlying FTSE 100 index, combining both capital performance and income (reinvested on the dividend (xd) date). No withholding tax adjustments are made.

FTSE 100 Net of Tax Index (UKXNUK)- applies tax adjustments to dividends for the total return index calculation.

FTSE 250 Index- comprises mid-capitalised companies not covered by the FTSE 100, and represents approximately 15% of UK market capitalisation.

FTSE All-Share Index- representing 98-99% of UK market capitalisation, the FTSE All-Share index is the aggregation of the FTSE 100, FTSE 250 and FTSE Small Cap indices.

FTSE 350 Supersectors Indices- 18 real-time industry sector indexes derived from companies in the FTSE 100 and FTSE 250 indices.

FTSE UK Index Series (2024)

FAQs

Who is eligible for the FTSE UK index Series? ›

Currently, only securities trading on the Premium segment of the Main Market on the London Stock Exchange are eligible for potential inclusion to the FTSE UK Index Series.

Why is FTSE doing so well? ›

A weaker pound has contributed to the rise in the FTSE 100, as stocks move in an inverse relationship to the currency. About three-quarters of the FTSE 100 are large international companies that earn their revenues in dollars and report their profits in sterling.

What is the US equivalent of the FTSE 100? ›

The "FTSE" is the Financial Times Stock Exchange in the U.K. that is a provider of different indices, its most popular being the FTSE 100, which tracks the top 100 companies by market cap in the U.K. The U.S. version of this would be the S&P 500, which tracks the top 500 U.S. companies by market cap, or the Dow Jones ...

How to invest in FTSE 100 from the USA? ›

Yes, American investors can invest in the FTSE 100. The best way to do this is to invest in exchange-traded funds. There are funds that focus on replicating, tracking, and shorting the companies of the index. Examples include iShares Core FTSE 100 UCITS, Vanguard FTSE 100 UCITS, and HSBC FTSE 100 UCITS.

What is the eligibility criteria for the FTSE 100 Index? ›

To be included on the FTSE 100, a company must be listed on the LSE, its shares must be denominated in pounds and it must meet the index's minimum float and liquidity requirements. FTSE 100 constituents are reviewed every quarter - usually in March, June, September, and December.

How do you qualify for FTSE 250? ›

The FTSE 250 is calculated by weighing all stocks listed on the London Stock Exchange by market capitalisation. The 101st to 350th largest companies – by market cap – make it into index.

Is FTSE a good investment? ›

The Vanguard FTSE 250 UCITS ETF is one of two passive UK funds on the list. Fidelity's experts like this fund due to Vanguard's expertise in index tracking, a low ongoing fund charge and the fund's focus on medium-sized companies, which have produced good long-term investment returns.

What's the highest the FTSE has been? ›

The index began on 3 January 1984 at the base level of 1,000. The highest closing value of 8,445.80 was reached on 15 May 2024 and the highest intra-day value of 8,474.71 was also reached on 15 May 2024.

How do companies fall out of the FTSE 100? ›

Reshuffles usually take place in March, June, September and December, when the index provider reviews components' market capitalisation figures. Based on this, FTSE 100 companies which have seen their market caps slide too far, risk being bumped down to the FTSE 250 index.

Is FTSE only UK? ›

7.1. 1 The FTSE 100 will consist of the largest 100 UK companies by full market capitalisation (i.e. before the application of any investability weightings) that qualify for inclusion in the index. 7.2.

What is the biggest company on the FTSE 100? ›

The top FTSE 100 companies are AstraZeneca, Shell, Linde, HSBC Holdings, Unilever Group, BP, Diageo, Rio Tinto Group, Glencore, British American Tobacco, and GlaxoSmithKline.

Is the FTSE USA index the same as S&P 500? ›

The 100-plus names unique to the FTSE USA Index are smaller positions that fill out the percentage of market-cap requirement and often have a minor effect on the index's performance. The S&P 500 is a special case. Despite being count-based, the index leaves some discretion to a committee which selects eligible stocks.

Should I invest in S&P 500 or FTSE 100? ›

The FTSE 100's average yield of 3.52% towers above the 1.35% offered by the S&P 500. But the latter has produced an annual average of around 10.2% over the last few decades compared to the Footsie's near-8% (both figures are with dividends reinvested). This points towards their different characteristics.

What is FTSE 100 for dummies? ›

The FTSE 100 is an index of the shares of the 100 biggest companies by market capitalisation on the London Stock Exchange (LSE). You can trade the index's price movements, or buy, sell or short shares of the constituents of the index.

Is it safe to invest in FTSE 100? ›

FTSE 100 companies are typically stable thanks to their size and reputation – but they're not immune from downturns. So it's always wise to spread your risk. You can buy FTSE 100 shares using InvestDirect, our share dealing platform. Fees and eligibility criteria apply.

What qualifies a company to be in the FTSE 100? ›

The 100 companies with the highest market caps make it into index. Stocks with higher market caps have more weight in the FTSE 100 and therefore have a bigger effect on the index's price movements. The market capitalisation of each company is reviewed once a quarter, and the index is adjusted if necessary.

How do I get into the FTSE 100? ›

Perhaps the most direct way to invest in the FTSE 100 is to buy individual shares of FTSE 100 companies via a share dealing platform. If the shares you buy go up in value, you'll make a profit when you sell them. Shareholders also usually receive regular dividends, linked to the profits made by the company.

Who can list on London Stock Exchange? ›

There are two listing segments – Premium and Standard Listing and several securities categories available to issuers seeking to join the Main Market. The Premium Listing segment is open to either commercial companies or investment entities wishing to list equity shares.

What is the criteria for the FTSE 4 good? ›

Constituent selection

The FTSE4Good selection criteria are designed to reflect strong ESG risk management practices. In order to be included in the FTSE4Good Index Series companies must have an overall ESG Rating of 3.3 out of 51. This ensures only companies demonstrating strong management of ESG risks are included.

Top Articles
Latest Posts
Article information

Author: Madonna Wisozk

Last Updated:

Views: 6401

Rating: 4.8 / 5 (68 voted)

Reviews: 91% of readers found this page helpful

Author information

Name: Madonna Wisozk

Birthday: 2001-02-23

Address: 656 Gerhold Summit, Sidneyberg, FL 78179-2512

Phone: +6742282696652

Job: Customer Banking Liaison

Hobby: Flower arranging, Yo-yoing, Tai chi, Rowing, Macrame, Urban exploration, Knife making

Introduction: My name is Madonna Wisozk, I am a attractive, healthy, thoughtful, faithful, open, vivacious, zany person who loves writing and wants to share my knowledge and understanding with you.