HSBC Global Strategy Balanced Portfolio Accumulation C

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.9239

arrow-up£0.05 (+1.73%)

Fund Code

HCWBA

B76WP69

GB00B76WP695

Prices updated as at 01 Apr 2026

Prices in GBP

Investment objective

The Fund aims to provide growth in line with its risk profile in the long term, which is a period of five years or more. To achieve its objective the Fund will invest a minimum of 70% in collective investment schemes, including exchange traded funds, which aim to track the performance of market indices. Such assets shall, in turn, invest in shares of companies (equities), bonds and property securities that make up the relevant index. The Fund may also invest up to 30% directly in bonds where exposure to this asset class can be adequately achieved with a relatively low number of holdings and may invest directly in shares of companies and property securities in limited circumstances. The Fund will be invested across global markets.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 40-60% Equity
31 Mar 15 - 31 Mar 16	-1.42	-2.54
31 Mar 16 - 31 Mar 17	21.28	13.31
31 Mar 17 - 31 Mar 18	1.87	0.88
31 Mar 18 - 31 Mar 19	7.43	2.72
31 Mar 19 - 31 Mar 20	-2.63	-7.15
31 Mar 20 - 31 Mar 21	22.05	20.92
31 Mar 21 - 31 Mar 22	7.34	2.71
31 Mar 22 - 31 Mar 23	-5.42	-5.52
31 Mar 23 - 31 Mar 24	12.72	8.45
31 Mar 24 - 31 Mar 25	3.99	3.46
31 Mar 25 - 31 Mar 26	10.47	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	1.73	0.94
1 Month	-4.50	-4.11
3 Months	-0.45	-0.37
6 Months	2.16	2.15
1 Year	11.51	9.83
3 Years annualised	9.62	7.31
5 Years annualised	5.94	3.61

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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