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HSBC Global Strategy Conservative Portfolio C Acc

Ranked 1 out of 129 in - Conservative 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 aim of the Fund is to provide capital growth through diversified investment across global markets with a bias towards fixed interest securities. To achieve its aim the Fund will invest primarily in collective investment schemes (funds), including exchange traded funds, which generally aim to track the performance of market indices. Such assets shall, in turn, invest in fixed interest securities, equities(shares of companies), property companies and real estate investment trusts that make up the index.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -2.4% -2.9% 3.1% 1.5% -3.9%
2017 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/08/2017
  • Share Class size33Mn
  • Base currencyGBP
  • ISIN GB00BYVXBK29

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.10%
  • Initial investment0.10%

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