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HSBC Wealth Strategic Solutions 5 - Agg Acc

Ranked 91 out of 394 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Wayne Nutland

Objective

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. There are no constraints on the asset, regional, sectoral or geographic allocation policy adopted by the Fund. The strategy of the Fund is capital growth with an aggressive risk profile and seeks to achieve returns mainly by investing almost exclusively in equities and alternative investments and strategies.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.0% 6.1%
2017 9.6% 4.8% 0.9% 0.1% 3.5%
2016 18.0% 0.7% 3.5% 8.7% 4.1%
2015 3.0% 6.2% -2.8% -5.4% 5.4%
2014 4.3% -0.4% 1.7% 0.4% 2.6%
2013 19.2% 11.2% -1.1% 3.8% 4.4%
2012 10.9% 7.9% -4.4% 5.3% 2.1%
2011 -9.9% -0.7% 0.2% -13.4% 4.5%
2010 14.7% 6.6% -10.3% 9.1% 10.0%
2009 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2009
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00B3X0LT37

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • 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).