HSBC World Selection - Balanced Portfolio Income C
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.4182
£-0.003 (-0.14%)
Fund Code
HSWCI
B8QYP51
GB00B8QYP513
Prices updated as at 10 Mar 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 that in turn invest in shares of companies (equities), bonds, derivatives and alternative asset classes such as property, 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 also invest directly in shares of companies 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
Company name
HSBC Asset Management (Fund Services UK) Limited
Fund launch date
02 Jan 2009
Domicile
United Kingdom
UCITS
Yes
Lead manager
Kate Morrissey
Lead manager start date
22 Mar 2019
Lead fund manager biography
Head office
HSBC Asset Management (Fund Services UK) Limited
United Kingdom
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