HSBC UK Focus

Ranked 142 out of 254 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Oliver Gottlieb

Objective

Fund will provide long term capital growth by investing predominantly in a portfolio of UK equities. To outperform the FTSE All-Share index through active stock selection to create a concentrated, high conviction portfolio. The stock selection process is based on quantitative and qualitative factors, with fundamental research being the most important aspect.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/10/2017 - 31/10/2018
  • Rank 142/254 Total Return
  • Rank 38/254 Standard Deviation
  • Rank 39/254 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -7.1% 8.3% -0.9%
2017 5.5% 3.1% 2.0% -1.2% 1.6%
2016 8.6% -1.3% 0.2% 7.2% 2.3%
2015 4.6% 6.9% -1.9% -5.4% 5.5%
2014 0.5% -0.8% -0.2% -0.5% 2.0%
2013 24.6% 13.9% 0.1% 3.9% 5.2%
2012 19.1% 11.4% -5.0% 8.0% 4.3%
2011 -9.1% -0.4% 1.5% -15.2% 6.1%
2010 23.4% 9.1% -11.1% 14.3% 11.2%
2009 24.9% -9.0% 8.6% 21.8% 3.7%
2008 -31.1% -6.5% -0.5% -18.5% -9.0%
2007 13.1% 4.7% 5.0% 3.3% -0.4%
2006 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/07/2006
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B171MP16

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0.00%

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