HSBC World Selection – Dividend Distribution Portfolio IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 6.16 | -5.01 | 12.87 | 2.85 | 8.88 | -10.13 | 8.45 | 4.97 |
+/- Category | -1.29 | 0.48 | 0.46 | -1.23 | 0.81 | 0.32 | 0.92 | 0.94 |
+/- Category Index | - | - | - | -2.44 | 0.88 | -0.88 | -0.81 | 0.02 |
% Rank in Category | 94 | 27 | 83 | 70 | 39 | 52 | 35 | 29 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | -0.16 | 0.07 |
1 Week | 0.44 | -0.08 | 0.16 |
1 Month | 0.78 | -0.65 | -0.10 |
3 Months | 2.83 | -0.04 | -0.61 |
6 Months | 6.33 | 0.58 | -0.14 |
YTD | 5.32 | 0.47 | -0.44 |
1 Year | 12.57 | 2.14 | 0.39 |
3 Years Annualised | 1.94 | 0.81 | -0.74 |
5 Years Annualised | 3.24 | 0.27 | -0.67 |
10 Years Annualised | 4.51 | 0.46 | -1.05 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.85 | 2.06 | - | - |
2023 | 1.37 | 0.70 | -0.93 | 7.25 |
2022 | -3.09 | -6.97 | -0.72 | 0.41 |
2021 | 0.76 | 4.47 | 0.95 | 2.45 |
2020 | -15.18 | 12.56 | 1.17 | 6.49 |
2019 | 5.90 | 3.21 | 2.12 | 1.12 |
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