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

£1.6075

arrow-up£0.007 (+0.42%)

Fund Code

HADIC

BYVXBG8

GB00BYVXBG82

Prices updated as at 28 Mar 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerKate Morrissey
1.61
1.36
Fund comparative indexNot Benchmarked
Volatility Managed
-
0.19
0.03
0.00
GBP Allocation 80%+ Equity
No
Fund providerHSBC Global Asset Management (UK) Ltd
Share class launch date23 Aug 2017
£621.59m
-
1.78
-
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.