HSBC Global Strategy Balanced Portfolio Accumulation CTFRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/05 | ||||
Price Return | 7.48 | 12.46 | -10.70 | 10.20 | 3.26 | |||
+/- Category | 3.40 | 4.39 | -0.24 | 2.67 | 0.44 | |||
+/- Category Index | 2.19 | 4.46 | -1.44 | 0.93 | -0.57 | |||
% Rank in Category | 21 | 6 | 60 | 16 | 37 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.06 | -0.07 | -0.14 |
1 Week | 0.23 | -0.23 | 0.11 |
1 Month | 2.00 | 1.37 | 0.85 |
3 Months | 1.97 | 0.48 | -0.18 |
6 Months | 6.81 | 2.34 | 1.24 |
YTD | 6.00 | 2.06 | 0.69 |
1 Year | 13.25 | 3.31 | 1.20 |
3 Years Annualised | 3.42 | 2.40 | 0.77 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.41 | - | - | - |
2023 | 2.29 | 1.63 | -0.42 | 6.45 |
2022 | -3.22 | -7.63 | -0.59 | 0.49 |
2021 | 1.59 | 4.74 | 1.90 | 3.71 |
2020 | -10.36 | 11.52 | 2.07 | 5.33 |
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