HSBC Global Strategy Dynamic Portfolio Accumulation C

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£3.4178

arrow-up£0.011 (+0.32%)

Fund Code

HCWDA

B849DT8

GB00B849DT80

Prices updated as at 06 Jan 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.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
31 Dec 14 - 31 Dec 15	3.38	2.31
31 Dec 15 - 31 Dec 16	24.36	13.23
31 Dec 16 - 31 Dec 17	12.53	10.00
31 Dec 17 - 31 Dec 18	-5.33	-6.37
31 Dec 18 - 31 Dec 19	20.29	15.67
31 Dec 19 - 31 Dec 20	8.21	5.25
31 Dec 20 - 31 Dec 21	17.74	11.14
31 Dec 21 - 31 Dec 22	-9.15	-10.08
31 Dec 22 - 31 Dec 23	11.95	8.37
31 Dec 23 - 31 Dec 24	14.22	9.02

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.32	0.12
1 Month	-0.78	-1.19
3 Months	3.66	1.35
6 Months	5.87	2.96
1 Year	16.87	10.86
3 Years annualised	5.79	2.49
5 Years annualised	8.28	4.51

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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