HSBC Global Strategy Adventurous Portfolio

Select share classes

HSBC Global Strategy Adventurous Portfolio IC

Category GBP Allocation 80%+ Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.561

arrow-up£0.003 (+0.17%)

Fund Code

HADIC

BYVXBG8

GB00BYVXBG82

Prices updated as at 26 Apr 2024
|
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 80% 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 20% 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 with a bias towards shares of companies.

Annual charges

Product charges
0.23
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 26 Apr 2024pdf
Key Information Document / Technical Guide 03 Apr 2024pdf
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Annual Short Report 14 Aug 2023pdf
Interim Reports 31 Jan 2018pdf
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Important Information

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