HSBC World Selection Balanced Portfolio

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HSBC World Selection - Balanced 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

£2.9485

arrow-up£0.002 (+0.05%)

Fund Code

HSWCA

B8QYPR3

GB00B8QYPR36

Prices updated as at 06 May 2025
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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.

Annual performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 1513.439.51
31 Mar 15 - 31 Mar 16-2.12-2.54
31 Mar 16 - 31 Mar 1719.1713.31
31 Mar 17 - 31 Mar 180.630.88
31 Mar 18 - 31 Mar 195.892.72
31 Mar 19 - 31 Mar 20-7.04-7.15
31 Mar 20 - 31 Mar 2123.1520.92
31 Mar 21 - 31 Mar 227.832.71
31 Mar 22 - 31 Mar 23-5.27-5.52
31 Mar 23 - 31 Mar 2412.028.45
31 Mar 24 - 31 Mar 254.243.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.050.10
1 Month2.282.21
3 Months-5.32-2.49
6 Months-1.080.54
1 Year5.184.68
3 Years annualised4.223.15
5 Years annualised6.734.81
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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