HSBC World Selection – Dividend Distribution Portfolio Accumulation 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 | 6.98 | -4.52 | 13.47 | 3.40 | 9.48 | -9.60 | 9.09 | 5.35 |
+/- Category | -0.47 | 0.96 | 1.06 | -0.68 | 1.41 | 0.86 | 1.56 | 1.32 |
+/- Category Index | - | - | - | -1.89 | 1.48 | -0.34 | -0.17 | 0.40 |
% Rank in Category | 88 | 22 | 78 | 65 | 31 | 44 | 24 | 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 | 3.04 | 0.16 | -0.40 |
6 Months | 6.69 | 0.94 | 0.22 |
YTD | 5.71 | 0.86 | -0.05 |
1 Year | 13.28 | 2.85 | 1.10 |
3 Years Annualised | 2.55 | 1.42 | -0.12 |
5 Years Annualised | 3.84 | 0.86 | -0.07 |
10 Years Annualised | 5.11 | 1.05 | -0.45 |
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 | 2.28 | - | - |
2023 | 1.51 | 0.87 | -0.79 | 7.39 |
2022 | -2.96 | -6.82 | -0.58 | 0.55 |
2021 | 0.90 | 4.65 | 1.11 | 2.55 |
2020 | -15.08 | 12.74 | 1.25 | 6.67 |
2019 | 6.04 | 3.36 | 2.25 | 1.25 |
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