HSBC Global Strategy Adventurous Portfolio IC

Category GBP Allocation 80%+ Equity

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

Last buy/sell price

£1.8586

arrow-up£0.002 (+0.10%)

Fund Code

HADIC

BYVXBG8

GB00BYVXBG82

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 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.

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 80%+ Equity
31 Dec 15 - 31 Dec 16	-	-
31 Dec 16 - 31 Dec 17	-	-
31 Dec 17 - 31 Dec 18	-5.59	-7.20
31 Dec 18 - 31 Dec 19	21.14	18.06
31 Dec 19 - 31 Dec 20	7.96	6.91
31 Dec 20 - 31 Dec 21	20.73	13.56
31 Dec 21 - 31 Dec 22	-8.50	-9.80
31 Dec 22 - 31 Dec 23	13.12	9.43
31 Dec 23 - 31 Dec 24	16.35	10.96
31 Dec 24 - 31 Dec 25	13.12	12.08

Trailing returns (%)

Year	This fund	GBP Allocation 80%+ Equity
1 Day	0.10	0.15
1 Month	-7.32	-7.07
3 Months	-2.57	-2.46
6 Months	1.06	1.07
1 Year	14.69	11.94
3 Years annualised	12.30	9.08
5 Years annualised	9.03	5.75

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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