HSBC Balanced

Ranked 117 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Ernst Osiander

Ernst Osiander joined HSBC Global Asset Management as a senior portfolio manager in global and UK fixed income in 2012. Prior to this he was head of global fixed income and currencies at Blackfriars Asset Management (now owned by BNY Mellon Asset Management) where he was the lead manager of the Compass Global Bond Fund.

Amrita Sanyal

Objective

The fund seeks to obtain capital growth in the longer term together with income. The fund seeks to invest in a diverse portfolio of equities and bonds in the UK and overseas together with money market instruments. Furthermore up to 100 per cent in value of the property of the Sub-Fund may be invested in units or shares in other collective investment schemes. The ACD may also invest at its discretion in other transferable securities deposits and cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 117/262 Total Return
  • Rank 99/262 Standard Deviation
  • Rank 91/262 Max Drawdown
Fund Name Currency Return
116 Thesis Headway B Inc GBP

4.4%

117 HSBC Balanced Inc GBP

4.4%

118 Architas MA Active Progressive R Inc GBP

4.4%

119 BCIF Balanced Managed A Acc GBP

4.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -7.8% -4.8% 4.0% 1.1% -7.9%
2017 7.5% 3.5% 0.8% 0.4% 2.6%
2016 12.0% 0.2% 2.4% 7.3% 1.7%
2015 3.1% 6.5% -3.4% -4.7% 5.2%
2014 3.8% -0.6% 0.6% 1.0% 2.8%
2013 14.2% 9.6% -1.1% 2.3% 3.0%
2012 10.6% 7.3% -5.2% 5.6% 3.0%
2011 -6.1% 1.0% 1.0% -12.0% 4.6%
2010 12.6% 5.0% -9.1% 10.2% 7.0%
2009 15.9% -11.4% 8.1% 17.4% 3.1%
2008 -21.3% -7.9% -3.3% -10.6% -1.1%
2007 8.3% 2.3% 3.9% 0.6% 1.3%
2006 8.0% 5.6% -4.0% 2.8% 3.6%
2005 18.1% 2.4% 4.1% 7.0% 3.5%
2004 7.4% 0.4% 0.8% 1.8% 4.3%
2003 18.0% -4.9% 13.1% 3.3% 6.2%
2002 -18.2% 2.6% -9.2% -14.8% 3.0%
2001 -12.5% -7.8% 0.5% -12.9% 8.4%
2000 -6.5% -1.9% -2.6% 0.8% -2.9%
1999 20.6% 6.1% 2.3% -4.2% 16.0%
1998 14.0% 11.9% 0.6% -10.0% 12.5%
1997 14.1% 3.2% 5.5% 7.8% -2.8%
1996 10.4% 2.4% 1.5% 3.9% 2.1%
1995 17.9% 1.8% 4.9% 5.7% 4.5%
1994 -4.6% -3.4% -2.4% 0.5% 0.7%
1993 17.9% 4.1% 2.2% 4.3% 6.3%
1992 9.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 23.63%
HSBC FTSE ALL World Index Inst Inc 9.58%
HSBC GIF Gbl Emerging Markets Local Debt Z USD 7.38%
HSBC GIF Global Emerging Markets Bond ZQH GBP 5.18%
HSBC GIF Glb Real Estate Equity Z D USD 5.10%
HSBC Japan Index Inst Acc 3.53%
HSBC GIF Economic Scale GEM Equity ZD USD 2.98%
GBP Cash 2.66%
HSBC Corporate Bond Inst Inc 2.08%
HSBC FTSE All Share Index Inst Inc 1.99%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/09/1992
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB0000190065

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment1.50%

Related News

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