HSBC UK Focus

Ranked 127 out of 255 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 : 31/01/2018 - 31/01/2019
  • Rank 127/255 Total Return
  • Rank 60/255 Standard Deviation
  • Rank 79/255 Max Drawdown
Fund Name Currency Return
125 Lorimer Inc GBP

-5.6%

126 Royal London UK Growth Trust A Inc GBP

-5.6%

127 HSBC UK Focus Acc GBP

-5.7%

127 Investec GSF UK Alpha A Inc GBP GBP

-5.7%

129 LF IM UK Growth A Inc GBP

-5.7%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -11.1% -7.1% 8.3% -0.9% -10.9%
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).