HSBC Global Strategy Dynamic Portfolio Income C
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.6493
£-0.001 (-0.05%)
Fund Code
HCWDI
B7NM498
GB00B7NM4986
Prices updated as at 06 May 2025
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 an 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, with a bias towards shares of companies.
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
Company name
HSBC Asset Management (Fund Services UK) Limited
Fund launch date
17 Oct 2011
Domicile
United Kingdom
UCITS
Yes
Fund manager
Kate Morrissey
Manager start date
22 Mar 2021
Fund manager biography
Head office
HSBC Asset Management (Fund Services UK) Limited
United Kingdom
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