HSBC World Selection Adventurous Portfolio C Acc

Ranked 28 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Jane Davies

Jane Davies is a Senior Portfolio Manager at HSBC Global Asset Management and has been managing the World Selection Portfolios and World Index Portfolio ranges since launch. She has been extensively involved in the development of the investment approach used to manage HSBC’s Wealth products. Jane has 16 years portfolio management experience with HSBC Group, focusing on multi-asset portfolio management and asset allocation. Her previous roles include Head of Global Investment Solutions, with responsibility for developing and structuring investment solutions for clients globally, including strategic asset allocation modelling and portfolio construction. Prior to that, Jane was Head of Multimanager for the UK and Middle East and also worked within the Tactical Investment Unit of HSBC Global Asset Management, focusing on tactical asset allocation and derivatives. Jane is a qualified Chartered Financial Analyst (CFA), holds the Investment Management Certificate (FSA, UK), is a Member of the Society of Technical Analysts (MSTA), and holds a First Class BSc (Hons.) degree in Psychology and Philosophy from the University of Leeds.

Objective

The fund aims to provide capital growth through investment in a range of asset classes across global markets with a bias towards asset classes that focus on equity investment strategies.The fund will invest primarily in collective investment schemes that in turn invest in equities fixed income securities property and derivatives. Typically the Fund will have a bias towards asset classes that focus on equity investment strategies.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 -5.8% -4.6% 5.4% 4.0% -9.9%
2017 13.4% 5.1% 1.0% 1.8% 5.0%
2016 26.6% 2.3% 6.0% 9.3% 6.8%
2015 2.6% 6.9% -5.3% -7.1% 9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/12/2014
  • Share Class size54Mn
  • Base currencyGBP
  • ISIN GB00BQ15ZS89

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55%

Related News

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