HSBC Global Strategy Balanced Portfolio Income CRegister 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 | 9.83 | -4.18 | 16.95 | 7.73 | 12.68 | -10.52 | 10.44 | 3.34 |
+/- Category | 2.38 | 1.30 | 4.54 | 3.65 | 4.62 | -0.06 | 2.91 | 0.52 |
+/- Category Index | - | - | - | 2.44 | 4.69 | -1.26 | 1.17 | -0.49 |
% Rank in Category | 15 | 29 | 7 | 20 | 6 | 58 | 14 | 35 |
Trailing Returns (GBP) | 28/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | 0.37 | 0.33 |
1 Week | 0.01 | 0.10 | 0.17 |
1 Month | 1.95 | 1.51 | 0.99 |
3 Months | 1.71 | 0.47 | 0.17 |
6 Months | 6.43 | 2.44 | 1.44 |
YTD | 6.24 | 2.45 | 1.11 |
1 Year | 12.98 | 2.95 | 1.27 |
3 Years Annualised | 3.69 | 2.70 | 1.09 |
5 Years Annualised | 5.86 | 2.88 | 1.77 |
10 Years Annualised | 7.28 | 3.39 | 1.82 |
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 | 4.46 | - | - | - |
2023 | 2.34 | 1.69 | -0.38 | 6.52 |
2022 | -3.17 | -7.58 | -0.54 | 0.54 |
2021 | 1.64 | 4.79 | 1.95 | 3.77 |
2020 | -10.28 | 11.58 | 2.12 | 5.38 |
2019 | 7.77 | 4.06 | 2.32 | 1.92 |
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