HSBC World Selection Cautious Portfolio Inc

Ranked 146 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

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

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 -3.3% -2.1% 0.6% 0.5% -2.2%
2017 1.7% 1.4% -0.1% -0.1% 0.5%
2016 7.6% 2.6% 3.1% 3.0% -1.2%
2015 -0.3% 3.5% -4.0% -1.5% 1.9%
2014 6.4% 0.9% 1.4% 1.1% 2.9%
2013 3.9% 4.3% -2.6% 1.3% 0.9%
2012 7.0% 2.9% -0.2% 2.8% 1.3%
2011 1.5% 0.4% 0.6% -2.2% 2.8%
2010 5.8% 2.1% -0.2% 3.6% 0.3%
2009 1.8% 4.5% -0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 72.71%
HSBC GIF Global Government Bond ZQD USD 14.68%
HSBC FTSE ALL World Index Inst Acc 13.12%
HSBC GIF Global Corporate Bond ZQD USD 11.98%
HSBC GIF Gbl Emerging Markets Local Debt Z USD 7.76%
HSBC GIF Global Asset-Backed Bond ZC USD 5.01%
HSBC GIF Glb Real Estate Equity ZQD USD 3.64%
HSBC GIF Global Emerging Markets Bond ZQD USD 3.44%
HSBC GIF Global High Yield Bond ZQ D USD 2.97%
HSBC Sterling Liquidity Fund Y 2.95%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/01/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B3F69T54

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment4.00%

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