HSBC World Selection – Dividend Distribution Portfolio Income CRegister 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 | 6.90 | -4.58 | 13.47 | 3.41 | 9.48 | -9.60 | 9.06 | 5.30 |
+/- Category | -0.55 | 0.91 | 1.06 | -0.68 | 1.41 | 0.86 | 1.53 | 1.27 |
+/- Category Index | - | - | - | -1.88 | 1.48 | -0.34 | -0.21 | 0.35 |
% Rank in Category | 90 | 23 | 78 | 65 | 31 | 44 | 25 | 22 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.15 | 0.08 |
1 Week | 0.46 | -0.06 | 0.18 |
1 Month | 0.81 | -0.62 | -0.07 |
3 Months | 2.98 | 0.11 | -0.46 |
6 Months | 6.62 | 0.88 | 0.16 |
YTD | 5.65 | 0.80 | -0.11 |
1 Year | 13.21 | 2.78 | 1.03 |
3 Years Annualised | 2.52 | 1.39 | -0.16 |
5 Years Annualised | 3.82 | 0.84 | -0.09 |
10 Years Annualised | 5.08 | 1.03 | -0.48 |
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 | 3.00 | 2.23 | - | - |
2023 | 1.51 | 0.84 | -0.80 | 7.40 |
2022 | -2.95 | -6.82 | -0.57 | 0.55 |
2021 | 0.89 | 4.66 | 1.11 | 2.54 |
2020 | -15.08 | 12.73 | 1.27 | 6.66 |
2019 | 6.04 | 3.36 | 2.24 | 1.26 |
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