HSBC World Selection - Balanced Portfolio Income C
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.8428
£0.024 (+0.84%)
Fund Code
HSWCI
B8QYP51
GB00B8QYP513
Prices updated as at 12 Jun 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 that in turn invest in shares of companies (equities), bonds, derivatives and alternative asset classes such as property, hedge funds, private equity and commodities. The Fund may also invest up to 30% directly in bonds where the investment objective can be more efficiently achieved and may also invest directly in shares of companies 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 or Product Summary document
, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Portfolio as of 28/02/2026
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large core
34.60%
% Weight
Value
Core
Growth
Large
22
35
19
Medium
7
9
4
Small
1
2
1
Valuation
HSBC World Selection - Balanced Portfolio Income C
GBP Allocation 40-60% Equity
18.51
2.27
2.84
11.86
Growth rate
HSBC World Selection - Balanced Portfolio Income C
GBP Allocation 40-60% Equity
10.46%
2.06%
16.97%
Top 10 holdings
1
HSBC American Index Institutional Acc
Sector
-
Country
United Kingdom
% of assets
15.85449
2
HSBC FTSE All-World Index Instl Acc
Sector
-
Country
United Kingdom
% of assets
13.55607
3
HSBC GIF Global Govt Bd ZQ1HGBP
Sector
-
Country
Luxembourg
% of assets
8.77023
4
HSBC GIF Global EM Local Dbt ZQ1
Sector
-
Country
Luxembourg
% of assets
4.71874
5
HSBC Plus World Eq Quant Act ETF USD Acc
Sector
-
Country
Ireland
% of assets
4.40961
6
HSBC GIF Global Corp Bd ZQ1HGBP
Sector
-
Country
Luxembourg
% of assets
3.86155
7
Long Gilt Future June 26
Sector
-
Country
United Kingdom
% of assets
3.6872
8
HSBC Multi Factor Worldwide Eq ETF
Sector
-
Country
Ireland
% of assets
3.63368
9
iShares Blmbrg Enh Roll Yld Cmd Swap ETF
Sector
-
Country
Ireland
% of assets
3.55954
10
HSBC MSCI Emerg Mkts ETF
Sector
-
Country
Ireland
% of assets
3.28423
Assets in top 10 holdings %
65.34%
Total no. of equity holdings
-
Total no. of bond holdings
9.00
Stock sectors
HSBC World Selection - Balanced Portfolio Income C
GBP Allocation 40-60% Equity
33.29%
Basic materials
Con cyclical
Financial svs
Real estate
49.16%
Comm services
Energy
Industrials
Technology
17.55%
Con defensive
Healthcare
Utilities