This fund gives investors exposure to smaller companies — known as small-caps — which could offer exciting growth potential. In this particular fund, companies with a total share value of between $200 million and $1.5 billion are included, but these parameters may vary based on the parameters of the underlying index.
Investing in this fund gives diverse exposure to thousands of global small-cap companies, in one passive investment.
This fund’s underlying index ranks companies based on total market value within the parameters of S&P’s small-cap market value ($200 million — $1.5 billion). Currently, the highest weighted sectors are industrials, financials, consumer goods, and tech — but these could shift over time as the index moves.
This is a passive index fund, meaning it does not aim to outperform the market or pick individual winners. Instead, it tracks the MSCI World Small Cap Index, which reflects the performance of small-cap companies in the United States.
Because of its index-tracking structure, it’s lower cost than an actively managed fund and automatically updated to reflect changes in the underlying index.
HSBC Asset Management is part of the wider HSBC Group, boasting over 50 years experience and managing $600 billion (2024).
HSBC focuses on bringing investors a low-cost range of investment products, with particular strength in global equity and ESG offerings.
VanEck is a privately-held global investment manager with 70 years experience and $114 billion in assets under management (as of mid-2024). Over the last 19 years, VanEck has pioneered over 100 specialty ETFs across a range of innovative thematic sectors such as gold, semiconductors, emerging markets, gaming and others.
iShares ETFs are managed by BlackRock, the world’s largest asset manager, with over three decades of experience in index investing. The team applies rigorous quantitative research and disciplined risk management to deliver diversified, cost-effective market exposure.
With a strong emphasis on transparency and innovation, iShares products are built to support efficient, long-term investment strategies.
BlackRock is the world’s largest asset manager. Founded in 1988, it provides a wide range of investment products and services to institutions, financial professionals, and individual investors worldwide.
Invesco is a global asset manager with over $1.4 trillion in assets (2024). They offer over 240 ETFs, covering equities, fixed income, commodities and thematics.
Founded in 1935, Invesco brings 90 years of experience creating reliable, investor-first solutions.
Vanguard has been providing investment solutions to everyday investors since the 1970s. Today, it manages $10 trillion for over 50 million investors worldwide (2024), sticking to a philosophy of low costs, transparency, and long-term thinking.
State Street Investment Management launched its first ETF in 1993, and has been managing client assets for 47 years. As of March 2025, State Street’s Investment Management division holds $4.67 trillion in assets under management, is the third largest ETF provider and fourth largest asset manager in the world.
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WisdomTree is a global asset manager based in New York. With $116 billion under management (as of April 2025), they are a trusted provider of over 260 ETPs (Exchange Traded Products).
Their investment product philosophy seeks to use unique research to provide investors access to traditionally inaccessible asset classes.
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We keep it simple with a curated range of funds from some of the world’s biggest asset managers.
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Avg. annual returns
27/06/2020 - 27/06/2025
+
15.33%
-
15.33%
Fund Provider
iShares
Management Charges
0.30%
Risk level
6 of 7
Category
Index Tracker
Region
United States of America
Avg. annual returns
27/06/2020 - 27/06/2025
+
14.25%
-
14.25%
Fund Provider
Vanguard
Management Charges
0.07%
Risk level
6 of 7
Category
Index Tracker
Region
United States of America
Avg. annual returns
28/06/2020 - 28/06/2025
+
11.25%
-
11.25%
Fund Provider
HSBC
Management Charges
0.13%
Risk level
5 of 7
Category
Index Tracker
Region
Global
Avg. annual returns
27/06/2020 - 27/06/2025
+
10.7%
-
10.7%
Fund Provider
State Street
Management Charges
0.30%
Risk level
7 of 7
Category
Index Tracker
Region
United States of America
The Global Small Cap fund is made up of thousands of small-cap companies from across the globe. To further diversify, investors might consider some funds that include global mid- and large-cap companies, to cover companies of all sizes.
No – this fund accumulates returns, meaning they are automatically reinvested back into the fund. This style of investing could be better for investors seeking growth — rather than income — from their investment.
Small-cap companies can offer high growth potential, but have historically been associated with higher levels of volatility. Investors could consider other more stable investments alongside small-caps to diversify and balance risk.
This fund gives you access to thousands of companies in one investment. By investing in an index fund rather than the shares within the index, you’ll most likely cut down on risk, effort, and costs too.
This fund gives you access to thousands of companies in one investment. By investing in an index fund rather than the shares within the index, you’ll most likely cut down on risk, effort, and costs too.
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