HSBC Global Strategy Balanced Portfolio Accumulation C
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.5667
£-0.008 (-0.32%)
Fund Code
HCWBA
B76WP69
GB00B76WP695
Prices updated as at 23 Aug 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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
Product charges | |
---|---|
0.19 | |
0.01 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |