HSBC World Selection - Cautious Portfolio Income C

Name
HSBC World Selection - Cautious Portfolio Income C
Manager
HSBC Global Asset Management (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B8GNX875
Sector
Unclassified Sector
Launched
03/12/2012
OCF
0.8 %
Risk Rating
3
3 Year Sharpe
0.76
3 Year Alpha
1.55
Yield
1.3 %
Benchmark
Not Benchmarked
To provide capital growth through cautious 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 1, 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 mainly in collective investment schemes that in turn invest in fixed income securities, equities, alternative asset classes and derivatives. Alternative asset classes may include but are not limited to property, hedge funds, private equity and commodities. Typically the Fund will have a bias towards asset classes that focus on fixed interest strategies.
Holding %
HSBC GIF Global Government Bond ZQ1 15.15 %
HSBC GIF Global Corporate Bond ZQ1 12.00 %
HSBC FTSE All-World Index Instl Acc 11.70 %
HSBC GIF Global Em Mkts Local Dbt ZQ1 6.04 %
HSBC GIF Global Asset-Backed Bd ZC 4.93 %
HSBC Global Liq Sterling Liquidity Y 3.75 %
HSBC GIF Global Emerg Mkts Bd ZQ1 3.55 %
HSBC GIF Global Real Estate Eq ZQ1 3.42 %
HSBC GIF Multi-Asset Style Factors ZC 3.05 %
HSBC GIF Global High Yield Bond ZQ1 3.01 %
Region %
United States 52.12 %
Eurozone 9.40 %
United Kingdom 7.52 %
Japan 6.99 %
Asia - Emerging 5.31 %
Asia - Developed 5.29 %
Sector %
Real Estate 17.37 %
Financial Services 15.71 %
Technology 14.53 %
Consumer Cyclical 10.00 %
Industrials 9.12 %
Healthcare 8.88 %
Consumer Defensive 7.46 %
Energy 5.39 %
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.

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