HSBC World Selection - Dynamic Portfolio Accumulation CRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.1 | 15.9 | -7.4 | 10.0 | 10.1 | |
+/-Cat | 0.9 | 4.8 | 2.7 | 1.6 | 2.3 | |
+/-B’mrk | 1.6 | 3.7 | -0.1 | -0.7 | 1.3 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 25/10/2024 | GBP 3.89 | |
Day Change | -0.08% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Unclassified Sector | |
ISIN | GB00B886CK92 | |
Fund Size (Mil) 25/10/2024 | GBP 2143.62 | |
Share Class Size (Mil) 25/10/2024 | GBP 1067.99 | |
Max Initial Charge | - | |
Ongoing Charge 26/07/2024 | 0.66% |
Investment Objective: HSBC World Selection - Dynamic Portfolio Accumulation C |
The Fund aims to provide growth in line with its risk profile in the long term, which is a period of five years or more. To achieve its objective the Fund will invest a minimum of 70% in collective investment schemes that in turn invest in bonds, shares of companies (equities), derivatives and alternative asset classes such as property, hedge funds, private equity and commodities. The Fund may also invest up to 30% directly in bonds where the investment objective can be more efficiently achieved and may invest directly in shares of companies in limited circumstances. The Fund will be invested across global markets and typically the Fund will have a bias towards asset classes that focus on shares of companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Kate Morrissey 22/03/2019 | ||
Inception Date 03/12/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for HSBC World Selection - Dynamic Portfolio Accumulation C | 30/09/2024 |
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