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HSBC UCITS Advantedge Inst EUR Acc

Ranked 48 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

William Benjamin

Objective

To generate long term capital growth by investing in an internationally diversified portfolio of shares and units in collective investment schemes and other permitted investments.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -0.2%
2018 -3.3% -2.0% 1.1% 1.5% -3.9%
2017 4.8% 1.0% 2.2% 0.5% 1.1%
2016 6.8% 2.0% 3.5% 3.5% -2.3%
2015 -6.5% -4.3% -1.8% 0.2% -0.7%
2014 -7.7% -0.7% -5.2% -2.0% 0.0%
2013 10.2% 6.9% -0.1% -0.3% 3.5%
2012 -1.4% 1.7% -4.3% -0.5% 1.8%
2011 -8.7% 3.4% 0.1% -8.3% -3.9%
2010 -3.5% 1.5% -11.3% 7.0% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. United Kingdom

Fund Info

  • Launch date14/10/2009
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN IE00B4WLTG77

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).