HSBC Global Strategy Dynamic Portfolio Accumulation C

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

£3.8074

arrow-up£0.019 (+0.51%)

Fund Code

HCWDA

B849DT8

GB00B849DT80

Prices updated as at 12 Dec 2025

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 an 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, with a bias towards shares of companies.

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 60-80% Equity
30 Sep 14 - 30 Sep 15	-0.00	0.07
30 Sep 15 - 30 Sep 16	27.37	15.70
30 Sep 16 - 30 Sep 17	13.16	9.07
30 Sep 17 - 30 Sep 18	9.92	5.10
30 Sep 18 - 30 Sep 19	5.63	3.86
30 Sep 19 - 30 Sep 20	4.22	-0.10
30 Sep 20 - 30 Sep 21	19.88	16.49
30 Sep 21 - 30 Sep 22	-5.15	-10.24
30 Sep 22 - 30 Sep 23	5.69	5.13
30 Sep 23 - 30 Sep 24	17.46	14.19
30 Sep 24 - 30 Sep 25	12.47	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.01	0.00
1 Month	-1.20	-0.62
3 Months	4.59	3.83
6 Months	11.34	8.25
1 Year	10.38	9.09
3 Years annualised	12.29	9.10
5 Years annualised	8.65	5.83

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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