HSBC World Selection - Balanced Portfolio Accumulation C
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.9737
£-0.013 (-0.43%)
Fund Code
HSWCA
B8QYPR3
GB00B8QYPR36
Prices updated as at 23 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 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
Annual performance (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 13.43 | 9.51 |
| 31 Mar 15 - 31 Mar 16 | -2.12 | -2.54 |
| 31 Mar 16 - 31 Mar 17 | 19.17 | 13.31 |
| 31 Mar 17 - 31 Mar 18 | 0.63 | 0.88 |
| 31 Mar 18 - 31 Mar 19 | 5.89 | 2.72 |
| 31 Mar 19 - 31 Mar 20 | -7.04 | -7.15 |
| 31 Mar 20 - 31 Mar 21 | 23.15 | 20.92 |
| 31 Mar 21 - 31 Mar 22 | 7.83 | 2.71 |
| 31 Mar 22 - 31 Mar 23 | -5.27 | -5.52 |
| 31 Mar 23 - 31 Mar 24 | 12.02 | 8.45 |
| 31 Mar 24 - 31 Mar 25 | 4.24 | 3.46 |
Trailing returns (%)
| Year | This fund | GBP Allocation 40-60% Equity |
|---|---|---|
| 1 Day | -0.43 | -0.21 |
| 1 Month | 2.84 | 3.01 |
| 3 Months | -4.18 | -1.45 |
| 6 Months | -2.13 | 0.59 |
| 1 Year | 3.54 | 3.92 |
| 3 Years annualised | 5.46 | 3.96 |
| 5 Years annualised | 6.39 | 4.63 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
