FTSE 250 Index explained

FTSE 250
Foundation:12 October 1992
Operator:FTSE Russell
Exchanges:London Stock Exchange
Symbol:MCX
Constituents:250 (June 2024)
Cap Level:Mid-cap
Mcap: billion (June 2024)
Weighting:Capitalisation-weighted
Reuters:.FTMC
Bloomberg:MCX:IND

The FTSE 250 Index, also called the FTSE 250, or, informally, the "Footsie 250", 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. 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

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

The following table lists the annual changes in the FTSE 250 index.[6] [7]

Year Price only return
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%
201222.5%
201328.8%
20140.9%
20158.4%
20163.7%
201714.7%
2018−15.6%
201925.0%
2020−6.2%
202114.6%
2022−19.7%
20234.4%

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.[8] Indicative values as follows

Year Price only Total return
198628.7%33.4%
19878.6%13.3%
198810.2%15.4%
198921.6%26.7%
1990−20.1%−15.8%
199111.9%17.4%
199221.1%26.3%
199332.4%37.5%
1994−7.6%−4.4%
199514.8%19.1%
199611.7%15.7%
19976.6%10.6%
19981.4%4.0%
199932.8%36.4%
20001.6%3.9%
2001−9.3%−6.8%
2002−27.3%−24.8%
200334.3%38.6%
200419.6%22.9%
200526.8%30.3%
200627.1%30.2%
2007−4.7%−2.8%
2008−40.3%−37.5%
200946.3%50.0%
201024.2%26.9%
2011−12.6%−9.9%
201222.5%25.5%
201328.8%31.7%
20140.9%3.7%
20158.4%11.2%
20163.7%6.5%
201714.7%17.7%
2018−15.6%−12.7%
201925.0%28.7%
2020−6.4%−4.2%
202114.6%16.8%
2022−19.7%−17.1%
20234.6%8.0%

Constituents

The following table lists the FTSE 250 companies after the changes on 1 August 2024.[9]

CompanyTickerFTSE Industry Classification Benchmark sector[10]
3i Infrastructure3INFinancial Services
4imprintFOURMedia
AbrdnABDNFinancial Services
abrdn Private Equity Opportunities TrustAPEOInvestment Trusts
Alfa Financial SoftwareALFASoftware and Computer Services
Alliance TrustATSTInvestment Trusts
Allianz Technology TrustATTInvestment Trusts
Alpha Group InternationalALPHFinancial Services
AO WorldAORetail
Apax Global AlphaAPAXFinancial Services
AscentialASCLMedia
Ashmore GroupASHMFinancial Services
Asia Dragon TrustDGNInvestment Trusts
AssuraAGRReal Estate Investment Trusts
Aston Martin LagondaAMLAutomobiles & Parts
Auction Technology GroupATGSoftware & Computer Services
AVI Global TrustAGTInvestment Trusts
Babcock InternationalBABSupport Services
Baillie Gifford Japan TrustBGFDInvestment Trusts
Baillie Gifford US Growth TrustUSAInvestment Trusts
BakkavörBAKKFood & Tobacco
Balanced Commercial Property TrustBCPTInvestment Trusts
Balfour BeattyBBYConstruction & Materials
Baltic ClassifiedsBCGConsumer Digital Services
Bankers Investment TrustBNKRInvestment Trusts
Bank of GeorgiaBGEOBanking Services
A.G. BarrBAGBeverages
BBGIBBGIFinancial Services
AJ BellAJBFinancial Services
Bellevue Healthcare TrustBBHInvestment Trusts
BellwayBWYHome Construction
BH MacroBHMGHedge Funds
Big Yellow GroupBYGReal Estate Investment Trusts
BlackRock Greater Europe Investment TrustBRGEInvestment Trusts
BlackRock Smaller Companies TrustBRSCEquity Investments
BlackRock Throgmorton TrustTHRGEquity Investments
BlackRock World Mining TrustBRWMInvestment Trusts
Bloomsbury PublishingBMYPublishing
Bluefield Solar Income FundBSIFInvestment Trusts
BodycoteBOYIndustrial Engineering
Breedon GroupBREEConstruction & Materials
Bridgepoint GroupBPTFinancial Services
British LandBLNDReal estate
BritvicBVICBeverages
Brunner Investment TrustBUTInvestment Trusts
Bytes Technology GroupBYITAerospace & Defence
C&C GroupCCRFood & Tobacco
Caledonia InvestmentsCLDNInvestment Trusts
Capital Gearing TrustCGTInvestment Trusts
Carnival Corporation & plcCCLTravel & Leisure
CentaminCEYMining
Chemring GroupCHGAerospace & Defence
City of London Investment TrustCTYInvestment Trusts
ClarksonCKNIndustrial Transportation
Close Brothers GroupCBGBanks
CMC MarketsCMCXFinancial Services
Coats GroupCOAConsumer Staples
ComputacenterCCCSoftware & Computer Services
CranswickCWKFood Producers
Crest NicholsonCRSTHome Construction
CurrysCURYRetailers
Derwent LondonDLNReal Estate Investment Trusts
Direct LineDLGNonlife Insurance
discoverIEDSCVSupport Services
Diversified EnergyDECOil & Gas Producers
Domino's PizzaDOMTravel & Leisure
Dowlais GroupDWLAutomobiles & Parts
Drax GroupDRXElectricity
Dr. MartensDOCSRetailers
Dunelm GroupDNLMRetailers
Edinburgh Investment TrustEDINInvestment Trusts
Edinburgh Worldwide Investment TrustEWIInvestment Trusts
ElementisELMChemicals
Empiric Student PropertyESPReal estate
EnergeanENOGOil & Gas Producers
EssentraESNTSupport Services
European Opportunities TrustEOTInvestment Trusts
European Smaller Companies TrustESCTInvestment Trusts
Fidelity China Special SituationsFCSSInvestment Trusts
Fidelity Emerging MarketsFEMLInvestment Trusts
Fidelity European TrustFEVInvestment Trusts
Fidelity Special ValuesFSVInvestment Trusts
Finsbury Growth & Income TrustFGTEquity Investments
FirstGroupFGPTravel & Leisure
Foresight GroupFSGInvestment Banking and Brokerage Services
Foresight Solar FundFSFLCollective Investments
FutureFUTRMedia
Games Workshop GroupGAWLeisure Goods
GCP Infrastructure InvestmentsGCPGeneral Financial
Genuit GroupGENConstruction & Materials
GenusGNSPharmaceuticals & Biotechnology
Global Smaller Companies TrustGSCTInvestment Trusts
GoodwinGDWNGeneral Industrials
Grafton GroupGFTUSupport Services
GraingerGRIReal Estate Investment & Services
Great Portland EstatesGPEReal Estate Investment Trusts
Greencoat UK WindUKWGas, Water & Multiutilities
GreencoreGNCFood, Beverage and Tobacco
GreggsGRGFood & Drug Retailers
HammersonHMSOReal Estate Investment Trusts
Harbour EnergyHBROil & Gas Producers
HarbourVest Global Private EquityHVPEEquity Investments
HaysHASSupport Services
Helios TowersHTWSTelecomms
Henderson European TrustHETInvestment Trusts
Henderson Smaller Companies Investment TrustHSLInvestment Trusts
Herald Investment TrustHRIInvestment Trusts
Hg Capital TrustHGTInvestment Trusts
HICL Infrastructure CompanyHICLInvestment Trusts
Hill & SmithHILSIndustrial Engineering
Hilton Food GroupHFGFood Producers
HiscoxHSXNon-life Insurance
Hochschild MiningHOCBasic Resources
Hollywood Bowl GroupBOWLTravel and leisure
HuntingHTGOil, Gas and Coal
IbstockIBSTConstruction & Materials
ICG Enterprise TrustICGTInvestment Trusts
IG Group HoldingsIGGFinancial Services
Impax Environmental MarketsIEMInvestment Trusts
InchcapeINCHRetailers
IntegraFin HoldingsIHPFinancial Services
International Distribution ServicesIDSDelivery Services
International Public PartnershipsINPPFinancial Services
InvestecINVPFinancial Services
IP GroupIPOFinancial Services
Ithaca EnergyITHOil & Gas Producers
ITVITVMedia
IWGIWGSupport Services
JLEN Environmental Assets GroupJLENInvestment Trusts
Johnson MattheyJMATChemicals
JPMorgan American Investment TrustJAMInvestment Trusts
JPMorgan Emerging Markets Investment TrustJMGInvestment Trusts
JPMorgan European DiscoveryJEDTInvestment Trusts
JPMorgan Global Growth & IncomeJGGIInvestment Trusts
JPMorgan Indian Investment TrustJIIInvestment Trusts
JPMorgan Japanese Investment TrustJFJInvestment Trusts
JTCJTCFinancial Services
Jupiter Fund ManagementJUPFinancial Services
Just GroupJUSTLife Insurance
KainosKNOSSoftware & Computer Services
Keller GroupKLRConstruction & Materials
Kier GroupKIEConstruction & Materials
Lancashire HoldingsLRENonlife Insurance
Law DebentureLWDBInvestment Trusts
Man GroupEMGInvestment Trusts
MarshallsMSLHConstruction & Materials
ME Group InternationalMEGPLeisure Goods
Mercantile Investment TrustMRCCollective Investments
Merchants TrustMRCHInvestment Trusts
Mitchells & ButlersMABTravel & Leisure
MitieMTOSupport Services
Molten VenturesGROWFinancial Services
MONY GroupMONYMedia
Monks Investment TrustMNKSInvestment Trusts
MoonpigMOONRetailers
Morgan Advanced MaterialsMGAMElectronic & Electrical Equipment
Morgan Sindall GroupMGNSConstruction & Materials
Murray Income TrustMUTInvestment Trusts
Murray International TrustMYIInvestment Trusts
NB Private Equity PartnersNBPECollective Investments
Network InternationalNETWSupport Services
NextEnergy Solar FundNESFCollective Investments
Ninety OneN91Financial Services
North Atlantic Smaller Companies Investment TrustNASInvestment Trusts
Ocado GroupOCDO Food & drug retailers
OneSavings BankOSBBanks
Oxford InstrumentsOXIGElectronic & Electrical Equipment
Pacific Horizon Investment TrustPHIInvestment Trusts
PageGroupPAGESupport Services
Pantheon InternationalPINEquity Investments
Paragon Banking GroupPAGFinancial Services
Patria Private Equity TrustPPETFinancial Services
Pennon GroupPNNGas, Water & Multiutilities
Personal Assets TrustPNLInvestment Trusts
Petershill PartnersPHLLInvestment Trusts
Pets at HomePETSRetailers
PlaytechPTECSoftware & Computer Services
Plus500PLUSFinancial Services
Polar Capital Technology TrustPCTInvestment Trusts
PPHE Hotel GroupPPHTravel and Leisure
Premier FoodsPFDFood & Drug Retailers
Primary Health PropertiesPHPReal Estate Investment Trusts
PureTech HealthPRTCHealth Care Equipment & Services
PZ CussonsPZCPersonal Goods
QinetiqQQAerospace & Defence
QuilterQLTFinancial Services
RathbonesRATFinancial Services
RedrowRDWHome Construction
RenewiRWIUtilities
RenishawRSWElectronic & Electrical Equipment
RHI MagnesitaRHIMSupport Services
RIT Capital PartnersRCPInvestment Trusts
RotorkRORIndustrial Engineering
RS1 Industrials
Ruffer Investment CompanyRICAInvestment Trusts
SafestoreSAFEReal Estate Investment Trusts
SavillsSVSReal Estate Investment & Services
Schroder AsiaPacific FundSDPInvestment Trusts
Schroder Oriental Income FundSOIFinancial Services
Scottish American Investment CompanySAINInvestment Trusts
SDCL Energy Efficiency Income TrustSEITEnergy
SeniorSNRAerospace & Defence
Sequoia Economic Infrastructure Income FundSEQIFinancial Services
SercoSRPSupport Services
Shaftesbury CapitalSHCReal Estate Investment Trusts
Sirius Real EstateSRE Real Estate
Smithson Investment TrustSSONInvestment Trusts
SoftcatSCTSoftware & Computer Services
SpectrisSXSElectronic & Electrical Equipment
Spire HealthcareSPIHealth Care Equipment & Services
SpirentSPTTelecomms
SSP GroupSSPGRetailers
SThreeSTEMSupport Services
STJ Financial services
Supermarket Income REITSUPRReal Estate Investment Trusts
SynconaSYNCPharmaceuticals & Biotechnology
Target Healthcare REITTHRLReal Estate Investment Trusts
Tate & LyleTATEFood Producers
TBC BankTBCGBanks
Telecom PlusTEPTelecomms
Temple Bar Investment TrustTMPLCollective Investments
Templeton Emerging Markets Investment TrustTEMInvestment Trusts
The Renewables Infrastructure GroupTRIGInvestment Trusts
TI Fluid SystemsTIFSAutomobiles & Parts
TP ICAPTCAPSupport Services
TrainlineTRNIndustrial Transportation
Travis PerkinsTPKSupport Services
Tritax Big Box REITBBOXReal Estate Investment Trusts
Tritax EuroBoxEBOXInvestment Trusts
TR Property Investment TrustTRYInvestment Trusts
TrustpilotTRSTTechnology
Twentyfour Income FundTFIFInvestment Trusts
Urban Logistics REITSHEDReal Estate Investment Trusts
VesuviusVSVSGeneral Industrials
VictrexVCTChemicals
Vietnam Enterprise InvestmentsVEILGeneral Financial
VinaCapital Vietnam Opportunity FundVOFGeneral Financial
Virgin Money UKVMUKBanks
Volution GroupFANConstruction & Materials
W. A. G. Payment SolutionsWPSFinancial Services
Watches of SwitzerlandWOSGPersonal Goods
Wetherspoon (J D)JDWTravel & Leisure
W H SmithSMWHRetailers
Witan Investment TrustWTANInvestment Trusts
Wizz AirWIZZTravel & Leisure
Wood GroupWGOil & Gas Related Equipment and Services
Workspace GroupWKPReal Estate Investment Trusts
Worldwide Healthcare TrustWWHInvestment Trusts
XPS PensionsXPSFinancial Services
ZigupZIGSupport Services

See also

External links

Notes and References

  1. Web site: 2023-10-08 . The FTSE 250 index - a beginners guide . 2024-02-22 . everyday investor . en-GB.
  2. Web site: 2024-05-13 . MCX . 2024-05-13 . FTSE Russell . en-GB.
  3. Web site: FTSE constituents . London Stock Exchange . 13 July 2024.
  4. Web site: FTSE Reshuffle: Who's In, Who's Out?. Morning Star. 1 September 2022. 15 May 2024.
  5. Web site: MCX FTSE 250 Index GBP Historical Prices - WSJ.
  6. Web site: FTSE Russell Factsheet FTSE 250 Index. 31 January 2022. 20 February 2022. 7 July 2023. https://web.archive.org/web/20230707163121/https://research.ftserussell.com/Analytics/FactSheets/temp/7aafecff-74af-4f32-b277-240eb5492953.pdf. dead.
  7. Web site: FTSE 250 Index (United Kingdom) Yearly Stock Returns . 2024-02-08 . 1stock1.com.
  8. Web site: FTSE Russell Factsheet FTSE 250 Index. 9 March 2024. 9 March 2024.
  9. Web site: Tyman (UK): Constituent Deletion Changes in FTSE UK Index Series. 29 July 2024. FTSE Russell. 1 August 2024.
  10. Web site: FTSE 250 constituents shares prices . London Stock Exchange . 9 February 2023.