HSBC Wealth Strategic Solutions 3 - Bal Acc

Ranked 202 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Wayne Nutland

Objective

The fund aims to seek capital growth relative to a given level of risk by investing in a diversified range of global securities. The Fund will invest in a broad range of global securities and equivalent equity related securities with the aim of delivering capital growth consistent with the given level of risk as set out in the objective. Such securities may include companies or other eligible vehicles (including, without limitation, Exchange Traded Commodities) that in turn invest directly or indirectly into property and commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.9% -4.1% 3.4% 1.4% -6.3%
2017 6.4% 3.6% 0.5% -0.3% 2.4%
2016 14.2% 1.2% 3.3% 7.1% 2.0%
2015 1.6% 4.5% -2.5% -3.2% 3.1%
2014 5.4% 0.1% 1.3% 1.0% 2.9%
2013 11.9% 7.9% -1.6% 2.6% 2.7%
2012 8.9% 5.3% -2.5% 3.9% 2.0%
2011 -4.3% -0.3% 0.6% -7.7% 3.4%
2010 11.8% 5.1% -6.1% 6.8% 6.1%
2009 2.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
HSBC GIF Gbl Emerging Markets Local Debt Z USD 9.02%
iShares MSCI World GBP Hedged UCITS ETF 6.64%
iShares Core MSCI World UCITS ETF 5.33%
HSBC GIF Glb Real Estate Equity Z D USD 4.43%
M&G Corporate Bond I Inc 4.41%
HSBC European Index Inst Income Acc 4.04%
HSBC GIF Global Emerging Markets Bond ZQH GBP 3.98%
HSBC GIF Global High Yield Bond ZQHD GBP 3.95%
Findlay Park American USD 3.86%
Vanguard FTSE All-World UCITS ETF USD 3.83%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2009
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB00B3WDTV12

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25%

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