HSBC Global Strategy Cautious Portfolio Income C
Category GBP Allocation 0-20% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.3007
£-0.007 (-0.57%)
Fund Code
HCWII
B84L866
GB00B84L8664
Prices updated as at 03 Apr 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 50% in collective investment schemes, including exchange traded funds, and directly into certain asset classes. The collective investment schemes that the Fund may invest in include those 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.
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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Kate Morrissey |
| 1.33 | |
| 1.24 | |
| Fund comparative index | Morningstar Allocation 0-20% Equity |
| Volatility Managed | |
| - | |
| 0.21 | |
| 0.00 | |
| 0.00 | |
| GBP Allocation 0-20% Equity | |
| No | |
| Fund provider | HSBC Asset Management (Fund Services UK) Limited |
| Share class launch date | 01 Nov 2012 |
| £306.28m | |
| - | |
| 2.15 | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
