HSBC World Selection - Dynamic Portfolio Income PRegister 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 | 11.26 | -5.19 | 18.31 | 6.43 | 16.20 | -7.15 | 10.26 | 9.34 |
+/- Category | 1.26 | 1.17 | 2.64 | 1.18 | 5.06 | 2.93 | 1.90 | 2.19 |
+/- Category Index | - | - | - | 1.91 | 3.93 | 0.11 | -0.41 | 0.52 |
% Rank in Category | 29 | 30 | 17 | 38 | 7 | 22 | 24 | 11 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.06 | -0.22 | -0.20 |
1 Week | 0.47 | 0.11 | -0.27 |
1 Month | 1.24 | 0.37 | 0.28 |
3 Months | 1.64 | -0.19 | -0.21 |
6 Months | 4.04 | 0.33 | 0.03 |
YTD | 10.50 | 2.81 | 1.31 |
1 Year | 16.73 | 3.23 | 1.51 |
3 Years Annualised | 5.67 | 3.19 | 0.73 |
5 Years Annualised | 7.36 | 2.69 | 1.50 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.53 | 2.34 | - | - |
2023 | 1.76 | 1.94 | 0.23 | 6.05 |
2022 | -0.96 | -7.85 | 0.88 | 0.84 |
2021 | 3.01 | 5.91 | 2.12 | 4.30 |
2020 | -15.41 | 14.71 | 2.30 | 7.22 |
2019 | 8.70 | 4.43 | 1.70 | 2.48 |
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