HSBC Balanced Fund

Select share classes

HSBC Balanced Acc C

Category GBP Allocation 60-80% Equity


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

£2.9621

arrow-up£0.011 (+0.37%)

Fund Code

HSBBA

BG0R529

GB00BG0R5293

Prices updated as at 27 Mar 2024
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerPaul Denham, Jonathan Dilley, Justin Turner
2.97
2.61
Fund comparative indexIA Mixed Investment 40-85%
Mixed Investment 40-85% Shares
-
0.68
0.05
0.00
GBP Allocation 60-80% Equity
No
Fund providerHSBC Global Asset Management (UK) Ltd
Share class launch date09 Dec 2013
£331.92m
-
2.28
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.