HSBC World Selection - 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

£3.334

arrow-up£0.004 (+0.12%)

Fund Code

HSWCA

B8QYPR3

GB00B8QYPR36

Prices updated as at 31 Mar 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 , 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 Dec 15 - 31 Dec 16	18.21	10.58
31 Dec 16 - 31 Dec 17	7.81	7.45
31 Dec 17 - 31 Dec 18	-4.70	-5.48
31 Dec 18 - 31 Dec 19	14.81	12.41
31 Dec 19 - 31 Dec 20	5.29	4.08
31 Dec 20 - 31 Dec 21	11.22	8.07
31 Dec 21 - 31 Dec 22	-8.36	-10.46
31 Dec 22 - 31 Dec 23	8.70	7.53
31 Dec 23 - 31 Dec 24	10.80	6.74
31 Dec 24 - 31 Dec 25	11.42	10.33

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	0.12	0.32
1 Month	-5.34	-5.03
3 Months	-0.50	-1.28
6 Months	2.74	1.48
1 Year	12.38	9.15
3 Years annualised	9.48	7.07
5 Years annualised	6.03	3.67

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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