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HSBC Income
Ranked 53 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 :
31/03/2018 -
31/03/2019
-
Rank 53/111 Total Return
-
Rank 51/111 Standard Deviation
-
Rank 65/111 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 51 | RBS Equity Income | GBP | 3.4% |
| 52 | LF Canlife UK Equity Income B Inc | GBP | 3.3% |
| 53 | HSBC Income Inc | GBP | 3.3% |
| 54 | River and Mercantile UK Equity Income A | GBP | 3.2% |
| 55 | SJPI UK Income Acc GBP | GBP | 3.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 49 | HC Charteris Premium Income A Accumulation | GBP | 12.1 |
| 49 | Threadneedle (Lux)-UK Equity Income AG | GBP | 12.1 |
| 51 | HSBC Income Inc | GBP | 12.2 |
| 51 | Lazard MultiCap UK Income B Acc | GBP | 12.2 |
| 53 | FP Miton Income A Acc | GBP | 12.2 |
| 53 | Threadneedle UK Equity Alpha Inc Net Dist GBP | GBP | 12.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 63 | Lazard MultiCap UK Income B 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 | Ardevora UK Income B | GBP | -13.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2019 | 9.1% | ||||
| 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 | 7.58% |
| Royal Dutch Shell PLC ORD | 7.14% |
| GlaxoSmithKline PLC ORD | 5.75% |
| HSBC Holdings PLC ORD | 5.06% |
| Unilever PLC ORD | 4.40% |
| British American Tobacco PLC ORD | 4.14% |
| BHP Group PLC ORD | 3.84% |
| Prudential PLC ORD | 3.79% |
| AstraZeneca PLC ORD | 3.59% |
| Royal Bank of Scotland Group PLC ORD | 3.23% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date16/07/1975
- Share Class size25Mn
- Base currencyGBP
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%
- Initial investment0.00%
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