HSBC Income Fund Retail AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 7.89 | -12.30 | 18.04 | -16.71 | 15.05 | 3.90 | 7.72 | 7.35 |
+/- Category | -2.84 | -1.74 | -0.91 | -4.15 | -2.76 | 7.34 | 0.96 | 0.79 |
+/- Category Index | - | - | - | - | - | - | 0.10 | 0.06 |
% Rank in Category | 75 | 68 | 71 | 86 | 77 | 17 | 49 | 47 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.18 | -0.09 | 0.60 |
1 Week | 0.10 | -0.64 | -0.01 |
1 Month | 2.21 | -1.18 | 1.14 |
3 Months | 3.39 | -2.59 | -0.88 |
6 Months | 9.58 | -1.43 | -0.47 |
YTD | 8.09 | -0.84 | -0.05 |
1 Year | 15.98 | -0.46 | 1.02 |
3 Years Annualised | 8.85 | 2.83 | 0.99 |
5 Years Annualised | 3.67 | -1.32 | -1.30 |
10 Years Annualised | 3.59 | -1.71 | -2.23 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.71 | 3.51 | - | - |
2023 | 3.07 | -1.69 | 3.14 | 3.08 |
2022 | 2.85 | -3.78 | -4.10 | 9.47 |
2021 | 7.84 | 0.56 | 3.42 | 2.58 |
2020 | -29.45 | 9.01 | -6.94 | 16.38 |
2019 | 9.13 | 3.00 | 1.07 | 3.90 |
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