FTSE 100 + 250 Quarterly Rebalance - Affects on Basic accounts [Completed]

The next rebalance of the FTSE 100 and FTSE 250 becomes effective on the 21st December with the following changes

[This change looks to have completed in the app :white_check_mark:]

  • Pershing Square Holdings to join FTSE 100

The following to enter the FTSE 250

  • Elementis
  • Hammerson
  • Homeserve

The following to leave the FTSE 250

  • Fisher (James) & Sons
  • Pershing Square Holdings (to FTSE 100)
  • Scottish Investment Trust

ref: FTSE UK Index Series – Indicative Quarterly Review Changes December 2020 | FTSE Russell

These changes would be seen in the basic freetrade account when Freetrade update the universe to reflect. But ive no idea when that rebalancing will occur with Freetrade, @sampoullain @Viktor could you let us know what we should expect to happen? Is it automatic or is there a delay?


So it looks like the companies leaving the FTSE 250 left as expect to plus but the companies entering the 250 have not gone into free


Are all listed as plus @Viktor @simonpoole ?


Rechecked these which is hard to do on plus. The spreadsheet listed them correctly in free but the site search is a little less easy to understand. Looks like this rebalance was reflected correctly.