HSBC World Selection - Balanced Portfolio Accumulation C

Name
HSBC World Selection - Balanced Portfolio Accumulation C
Manager
HSBC Global Asset Management (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B8QYPR36
Sector
Unclassified Sector
Launched
03/12/2012
OCF
0.8 %
Risk Rating
4
3 Year Sharpe
0.90
3 Year Alpha
0.46
Yield
1.7 %
Benchmark
Not Benchmarked
To provide capital growth through balanced investment in a broad range of asset classes across global markets. This is one of a range of actively managed World Selection Portfolios offered at five different risk levels. The asset allocation of each fund in the range reflects the risk level. The Fund is rated as 3, where 1 is a lower level of risk and 5 is a higher level of risk. The Fund is managed with the aim of maximising returns in line with its agreed long term risk profile therefore any potential returns are likely to be limited by the risk profile of the Fund. To achieve its objective the Fund invests primarily in collective investment schemes that in turn invest in equities, fixed income securities, alternative asset classes and derivatives. Alternative asset classes may include but are not limited to property, hedge funds, private equity and commodities.
Holding %
HSBC FTSE All-World Index Instl Acc 19.19 %
HSBC American Index Institutional Acc 9.65 %
HSBC GIF Global Em Mkts Local Dbt ZQ1 7.82 %
HSBC GIF Global Corporate Bond ZQ1 7.43 %
HSBC GIF Global High Yield Bond ZQ1 5.54 %
HSBC GIF Global Real Estate Eq ZQ1 5.01 %
HSBC GIF Global Emerg Mkts Bd ZQ1 4.98 %
HSBC Global Liq Sterling Liquidity Y 3.92 %
HSBC Economic Scale Worldwide Equity ETF 3.75 %
iShares Core MSCI EM IMI ETF USD Acc 3.56 %
Region %
United States 53.82 %
Eurozone 9.79 %
Japan 7.48 %
Asia - Emerging 5.89 %
United Kingdom 5.46 %
Asia - Developed 5.01 %
Sector %
Financial Services 16.61 %
Technology 16.23 %
Real Estate 11.72 %
Consumer Cyclical 10.73 %
Healthcare 10.03 %
Industrials 9.89 %
Consumer Defensive 8.02 %
Energy 5.24 %
Name
HSBC Global Asset Management (UK) Ltd
Address
SW1A 1EJ, London, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Kate Morrissey
Joined 03/22/2019
David McNay
Joined 03/22/2019

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.