HSBC Global Strategy Balanced Portfolio

Select share classes

HSBC Global Strategy Balanced Portfolio Accumulation C

Category GBP Allocation 40-60% Equity


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

£2.492

arrow-up£0.003 (+0.11%)

Fund Code

HCWBA

B76WP69

GB00B76WP695

Prices updated as at 27 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 70% 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 30% 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerKate Morrissey
2.5
2.2
Fund comparative indexNot Benchmarked
Volatility Managed
-
0.17
0.00
0.00
GBP Allocation 40-60% Equity
No
Fund providerHSBC Global Asset Management (UK) Ltd
Share class launch date01 Nov 2012
£4.13b
-
1.70
-
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

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