HSBC World Selection - Dynamic Portfolio Institutional AccumulationRegister 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 | 11.56 | -4.99 | 18.60 | 6.68 | 16.46 | -6.97 | 10.49 | 6.25 |
+/- Category | 1.56 | 1.38 | 2.93 | 1.43 | 5.32 | 3.11 | 2.13 | 1.84 |
+/- Category Index | - | - | - | 2.16 | 4.20 | 0.30 | -0.17 | 0.46 |
% Rank in Category | 26 | 27 | 15 | 35 | 6 | 20 | 21 | 11 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | 0.01 | -0.12 |
1 Week | 0.36 | -0.17 | 0.17 |
1 Month | 1.62 | 0.97 | 0.52 |
3 Months | 2.54 | 0.56 | -0.20 |
6 Months | 9.72 | 3.09 | 1.99 |
YTD | 8.79 | 2.88 | 1.44 |
1 Year | 16.75 | 4.31 | 1.64 |
3 Years Annualised | 6.10 | 3.47 | 1.20 |
5 Years Annualised | 7.71 | 3.01 | 1.62 |
10 Years Annualised | 8.92 | 3.25 | 1.91 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.59 | - | - | - |
2023 | 1.81 | 2.00 | 0.28 | 6.10 |
2022 | -0.91 | -7.79 | 0.92 | 0.89 |
2021 | 3.06 | 5.99 | 2.16 | 4.37 |
2020 | -15.36 | 14.79 | 2.34 | 7.28 |
2019 | 8.76 | 4.51 | 1.75 | 2.55 |
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