HSBC Balanced Acc C

Category GBP Allocation 60-80% Equity

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

Last buy/sell price

£3.7249

arrow-down£-0.001 (-0.03%)

Fund Code

HSBBA

BG0R529

GB00BG0R5293

Prices updated as at 30 Apr 2026

Prices in GBP

Investment objective

The Fund aims to provide growth in the long term, which is a period of five years or more, together with income. To achieve its objective the Fund will invest in a range of asset classes including shares (equities) of companies, bonds and (through indirect investment) alternative asset classes such as property and hedge funds. The portfolio will be invested across global markets. The Fund will invest a minimum of 70% of its value in collective investment schemes that in turn invest in a range of asset classes, including schemes which aim to track an index. The Fund can invest up to 100% in collective investment schemes. The collective investment schemes in which the Fund may invest will, where possible, be those managed or operated by the HSBC Group.

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.

Company name

HSBC Asset Management (Fund Services UK) Limited

Fund launch date

09 Dec 2013

Domicile

United Kingdom

UCITS

Yes

Lead manager

Justin Turner

Lead manager start date

31 Jan 2014

Lead fund manager biography

Justin is an Associate Director of Investment Funds with responsibility for the HSBC Bank's onshore and offshore range of investment vehicles. He joined HSBC Asset Management in 1994 and prior to this spent four years with the HSBC Bank in a variety of roles. Justin is a Bachelor graduate of Financial Services, a holder of the Investment Management Certificate and is a Chartered Financial Analyst (CFA) Candidate, Level II.

Fund manager

Paul Denham

Manager start date

14 Dec 2020

Fund manager biography

Head office

HSBC Asset Management (Fund Services UK) Limited

United Kingdom

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HSBC Balanced Fund