HSBC Global Strategy Balanced Portfolio Retail X AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 9.62 | -4.44 | 16.69 | 7.48 | 12.41 | -10.73 | 10.15 | 3.24 |
+/- Category | 2.17 | 1.04 | 4.27 | 3.40 | 4.34 | -0.27 | 2.62 | 0.42 |
+/- Category Index | - | - | - | 2.19 | 4.41 | -1.47 | 0.89 | -0.59 |
% Rank in Category | 16 | 34 | 8 | 21 | 7 | 60 | 16 | 37 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.37 | 0.42 |
1 Week | 0.01 | 0.10 | 0.31 |
1 Month | 1.93 | 1.49 | 0.85 |
3 Months | 1.65 | 0.41 | 0.37 |
6 Months | 6.32 | 2.33 | 1.37 |
YTD | 6.13 | 2.33 | 1.18 |
1 Year | 12.69 | 2.67 | 1.95 |
3 Years Annualised | 3.43 | 2.44 | 0.92 |
5 Years Annualised | 5.60 | 2.62 | 1.58 |
10 Years Annualised | 7.02 | 3.14 | 1.57 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.40 | - | - | - |
2023 | 2.28 | 1.62 | -0.44 | 6.44 |
2022 | -3.23 | -7.64 | -0.60 | 0.48 |
2021 | 1.58 | 4.73 | 1.89 | 3.70 |
2020 | -10.33 | 11.51 | 2.07 | 5.32 |
2019 | 7.71 | 4.00 | 2.26 | 1.86 |
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