HSBC World Selection - Interest Income Portfolio Income C

HSBC World Selection - Interest Income Portfolio Income C
HSBC Global Asset Management (UK) Ltd
Open Ended Investment Company
Unclassified Sector
0.8 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4.1 %
Not Benchmarked
To provide income 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 2, where 1 is a lower level of risk and 5 is a higher level of risk. The Fund is managed with the aim of providing income 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 fixed income securities, equities, alternative asset classes and derivatives. Alternative asset classes may include but are not limited to property, infrastructure, hedge funds, private equity and commodities. Typically the Fund will have a bias towards asset classes that focus on fixed interest strategies.
Holding %
HSBC Corporate Bond Institutional Inc 17.18 %
HSBC GIF Global Corp Bd ZQ1 14.62 %
HSBC GIF Global EM Local Dbt ZQ1 8.65 %
HSBC GIF Global Hi Yld Bd ZQ1 7.05 %
HSBC Global Equity Income Instl Inc 6.38 %
Vanguard FTSE 100 UCITS ETF 6.12 %
HSBC GIF Global EM Bd ZQ1 5.29 %
HSBC Sterling Corp Bd Idx Instl Inc 4.31 %
Fidelity MoneyBuilder Dividend W INC 3.88 %
HSBC UCITS Cn Cntl Dev Wld Eq Inc FacA1$ 3.63 %
Region %
United Kingdom 50.35 %
United States 26.48 %
Eurozone 7.60 %
Sector %
Financial Services 15.92 %
Real Estate 12.75 %
Consumer Defensive 11.60 %
Healthcare 9.50 %
Technology 8.75 %
Energy 8.43 %
Industrials 7.97 %
Communication Services 7.86 %
Consumer Cyclical 6.93 %
Basic materials 6.80 %
HSBC Global Asset Management (UK) Ltd
SW1A 1EJ, London, United Kingdom
Legal Structure
Open Ended Investment Company


Kate Morrissey
Joined 03/22/2019

Data provided by Morningstar.

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