HSBC World Selection - Dynamic Portfolio Institutional IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/09 | ||||
Price Return | 6.67 | 16.45 | -6.96 | 10.50 | 10.46 | |||
+/- Category | 1.43 | 5.31 | 3.12 | 2.13 | 2.68 | |||
+/- Category Index | 2.15 | 4.18 | 0.31 | -0.17 | 1.66 | |||
% Rank in Category | 36 | 6 | 20 | 21 | 8 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | 0.08 | 0.13 |
1 Week | -0.66 | 0.13 | 0.32 |
1 Month | 1.80 | 0.96 | 0.62 |
3 Months | 4.45 | 1.59 | 1.25 |
6 Months | 7.45 | 2.38 | 1.58 |
YTD | 12.27 | 4.21 | 2.56 |
1 Year | 20.56 | 4.00 | 2.27 |
3 Years Annualised | 6.04 | 3.47 | 1.22 |
5 Years Annualised | 8.10 | 3.14 | 1.89 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.59 | 2.40 | 1.21 | - |
2023 | 1.81 | 1.99 | 0.28 | 6.11 |
2022 | -0.91 | -7.79 | 0.92 | 0.90 |
2021 | 3.06 | 5.99 | 2.16 | 4.36 |
2020 | -15.36 | 14.79 | 2.35 | 7.27 |
2019 | - | 4.48 | 1.75 | 2.54 |
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