HSBC Portfolios World Selection 3 AC USD

Ranked 12 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Portfolio is to provide long term total return by investing in a portfolio of equity and fixed income securities consistent with a medium risk investment strategy. The majority of the Portfolios exposure will be to fixed income and equity securities directly into markets and/or through investments in UCITS and/or other Eligible UCIs. It may also gain exposure in other asset classes including but not limited to real estate private equity hedge fund strategies and commodities through investments in equities securities issued by companies based or operating in developed or Emerging Markets UCITS and/or other Eligible UCIs.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive USD over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -2.4% -4.8% 5.5% 2.8% -5.5%
2017 3.9% 2.9% -1.3% -0.3% 2.6%
2016 27.0% 3.8% 8.2% 7.2% 5.5%
2015 2.8% 7.3% -7.1% -2.3% 5.6%
2014 10.4% 0.1% 0.9% 3.9% 5.2%
2013 7.2% 11.5% -2.2% -2.3% 0.6%
2012 7.6% 4.9% -2.4% 3.3% 1.7%
2011 -5.9% -0.5% -0.9% -7.0% 2.7%
2010 13.0% 9.3% -3.7% 2.3% 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
EUR Forward Contract 21.40%
GBP Forward Contract 17.38%
HSBC FTSE ALL World Index Inst Acc 16.73%
HSBC American Index Inst Acc 10.11%
HSBC GIF Gbl Emerging Markets Local Debt Z USD 8.39%
HSBC GIF Global High Yield Bond ZQ D USD 5.45%
HSBC GIF Glb Real Estate Equity ZQD USD 5.03%
HSBC GIF Global Emerging Markets Bond ZQD USD 5.01%
HSBC Economic Scale Worldwide Equity UCITS ETF 3.92%
HSBC European Index Inst Acc 3.41%
31/03/2019

Registered For Sale In

  1. Bahrain
  2. Brunei Darussalam
  3. France
  4. Greece
  5. Guernsey
  6. Hong Kong
  7. Isle of Man
  8. Jersey
  9. Lebanon
  10. Luxembourg
  11. Macau
  12. Malta
  13. Oman
  14. Poland
  15. Qatar
  16. Singapore
  17. United Arab Emirates
  18. United Kingdom
  19. Vietnam

Fund Info

  • Launch date19/10/2009
  • Share Class size309Mn
  • Base currencyUSD
  • ISIN LU0447610923

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.20%

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