HSBC Global Strategy Balanced Portfolio Accumulation CRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 9.86 | -4.20 | 16.96 | 7.73 | 12.68 | -10.52 | 10.43 | 7.48 |
+/- Category | 2.42 | 1.28 | 4.54 | 3.65 | 4.61 | -0.06 | 2.90 | 1.61 |
+/- Category Index | - | - | - | 2.44 | 4.68 | -1.26 | 1.17 | 0.50 |
% Rank in Category | 14 | 29 | 7 | 20 | 6 | 58 | 14 | 16 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.11 | -0.16 |
1 Week | 0.35 | 0.09 | -0.14 |
1 Month | 1.24 | 0.27 | 0.35 |
3 Months | 2.53 | -0.16 | 0.28 |
6 Months | 4.44 | 0.43 | 0.61 |
YTD | 8.66 | 2.02 | 1.17 |
1 Year | 15.44 | 2.84 | 1.93 |
3 Years Annualised | 3.59 | 2.17 | 0.67 |
5 Years Annualised | 5.81 | 2.62 | 1.82 |
10 Years Annualised | 7.36 | 3.22 | 1.82 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.46 | 1.71 | - | - |
2023 | 2.34 | 1.68 | -0.38 | 6.52 |
2022 | -3.17 | -7.58 | -0.54 | 0.54 |
2021 | 1.64 | 4.79 | 1.96 | 3.76 |
2020 | -10.28 | 11.57 | 2.12 | 5.39 |
2019 | 7.76 | 4.07 | 2.32 | 1.92 |
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