HSBC World Selection Inc Portfolio Ret Acc

Ranked 120 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The funds aim is to provide income 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 strategies.

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 -4.5% -3.4% 1.9% 0.6% -3.6%
2017 4.5% 2.7% 0.2% -0.2% 1.7%
2016 11.1% 1.9% 2.6% 6.4% -0.1%
2015 0.0% 4.0% -3.7% -2.0% 1.8%
2014 7.5% 0.9% 1.6% 1.3% 3.5%
2013 4.1% 4.4% -2.0% 0.8% 1.0%
2012 9.6% 2.7% 1.1% 3.5% 2.1%
2011 3.7% 0.6% 1.4% -2.1% 3.9%
2010 -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/07/2010
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B3XCY674

Purchase Info

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

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).