You're only seeing a fraction of our data
HSBC Income
Ranked 80 out of 111 in -
UK Equity Income
over 12 months
All calculations are in GBP unless stated
Objective
The fund seeks to provide an above average yield together with capital growth by investing predominantly in the UK. The fund will invest mainly in UK equities and a range of convertible stocks. The ACD may also invest at its discretion in other transferable securities money market instruments deposits cash and near cash and collective investment schemes.
Performance
UK Equity Income
over :
31/01/2018 -
31/01/2019
-
Rank 80/111 Total Return
-
Rank 46/111 Standard Deviation
-
Rank 65/111 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 78 | SVS Albion OLIM UK Equity Income Acc | GBP | -6.9% |
| 79 | AXA Framlington Monthly Income R Inc | GBP | -7.0% |
| 80 | JPM UK Equity Income A Net Acc | GBP | -7.0% |
| 80 | HSBC Income Inc | GBP | -7.0% |
| 82 | HC Kleinwort Hambros Equity Income A Acc | GBP | -7.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 44 | Janus Henderson UK Equity Income & Growth A Inc | GBP | 12.2 |
| 45 | St James's Place UK & International Income Acc | GBP | 12.2 |
| 46 | HSBC Income Inc | GBP | 12.2 |
| 47 | BlackRock UK Income A Inc | GBP | 12.2 |
| 48 | Artemis Institutional UK Equity Income Dist | GBP | 12.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 63 | LF Woodford Equity Income A Sterling Acc | GBP | -13.6% |
| 64 | Threadneedle UK Monthly Income Ret Net Inc GBX | GBP | -13.6% |
| 65 | HSBC Income Inc | GBP | -13.6% |
| 66 | Barclays GA - UK Alpha M Inc GBP | GBP | -13.7% |
| 67 | Kames UK Equity Income B Inc | GBP | -13.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -12.3% | -7.3% | 8.0% | -1.5% | -11.1% |
| 2017 | 7.9% | 3.7% | 1.9% | -0.2% | 2.3% |
| 2016 | 7.5% | -2.2% | 1.3% | 6.3% | 2.1% |
| 2015 | 2.2% | 5.7% | -2.8% | -4.7% | 4.5% |
| 2014 | 0.7% | 0.5% | -0.6% | -0.3% | 1.2% |
| 2013 | 21.6% | 10.1% | 0.5% | 3.6% | 6.0% |
| 2012 | 10.3% | 5.0% | -2.1% | 4.8% | 2.3% |
| 2011 | -1.4% | 0.6% | 1.6% | -10.0% | 7.3% |
| 2010 | 15.5% | 5.9% | -8.6% | 11.8% | 6.8% |
| 2009 | 28.7% | -9.1% | 12.1% | 21.4% | 4.1% |
| 2008 | -29.5% | -10.4% | -5.1% | -10.4% | -7.4% |
| 2007 | -2.0% | 2.5% | 0.5% | -3.4% | -1.4% |
| 2006 | 12.1% | 6.8% | -3.2% | 4.3% | 4.0% |
| 2005 | 17.1% | 2.7% | 4.5% | 5.3% | 3.6% |
| 2004 | 14.1% | 0.3% | 2.9% | 3.9% | 6.4% |
| 2003 | 20.8% | -6.6% | 15.8% | 4.4% | 7.0% |
| 2002 | -18.0% | 5.2% | -8.4% | -16.8% | 2.4% |
| 2001 | -4.0% | -3.5% | 4.3% | -13.4% | 10.2% |
| 2000 | 2.1% | -6.3% | 4.3% | -1.0% | 5.5% |
| 1999 | 15.3% | 9.3% | 4.5% | -5.8% | 7.2% |
| 1998 | 11.2% | 15.5% | -2.7% | -12.0% | 12.4% |
| 1997 | 26.9% | 5.4% | 4.5% | 15.5% | -0.2% |
| 1996 | 15.7% | 1.7% | 1.1% | 7.3% | 5.0% |
| 1995 | 4.0% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| BP PLC ORD | 7.39% |
| Royal Dutch Shell PLC ORD | 7.04% |
| GlaxoSmithKline PLC ORD | 5.86% |
| HSBC Holdings PLC ORD | 5.48% |
| Unilever PLC ORD | 5.11% |
| GBP Cash | 4.53% |
| British American Tobacco PLC ORD | 3.93% |
| Prudential PLC ORD | 3.60% |
| AstraZeneca PLC ORD | 3.52% |
| BHP Group PLC ORD | 3.24% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date16/07/1975
- Share Class size24Mn
- Base currencyGBP
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%
- Initial investment0.00%
Related News
-
Best income funds: Gervais Williams retains top spot
Veteran small cap investor's Miton UK Multi Cap celebrates a year at the top of wealth management firm Sanlam's ranking of UK income funds.
By Michelle McGagh - 31 January 2018, 07:00
