HSBC Global Strategy Adventurous Portfolio

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HSBC Global Strategy Adventurous Portolio AC

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

£2.1427

arrow-up£0.013 (+0.59%)

Fund Code

HADAC

BYVXBH9

GB00BYVXBH99

Prices updated as at 12 Dec 2025
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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 performance (%)

YearThis fundGBP Allocation 80%+ Equity
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 1811.437.19
30 Sep 18 - 30 Sep 195.093.47
30 Sep 19 - 30 Sep 203.650.34
30 Sep 20 - 30 Sep 2122.9220.43
30 Sep 21 - 30 Sep 22-3.85-9.61
30 Sep 22 - 30 Sep 236.766.36
30 Sep 23 - 30 Sep 2418.6714.87
30 Sep 24 - 30 Sep 2513.829.70

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day-0.04-0.01
1 Month-1.33-0.67
3 Months5.214.42
6 Months12.589.79
1 Year11.1910.00
3 Years annualised13.7310.48
5 Years annualised10.126.88
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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