HSBC World Selection Dividend Distribution Portfolio

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HSBC World Selection – Dividend Distribution 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

£2.5396

arrow-up£0.002 (+0.10%)

Fund Code

HCOGA

B7JK054

GB00B7JK0545

Prices updated as at 28 Feb 2025
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Prices in GBP

Investment objective
The Fund aims to provide a high level of income 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 that in turn invest in bonds, shares of companies (equities), derivatives and alternative asset classes such as property, infrastructure, hedge funds, private equity and commodities. The Fund may also invest up to 30% directly in bonds where the investment objective can be more efficiently achieved and may invest directly in shares of companies in limited circumstances. The Fund will be invested across global markets.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnHigh
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Jan 2025

1 year3 years
1.930.73
0.790.83
0.370.14
81.1367.18
1.630.17
4.157.55
2.054.45


Important Information

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