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

£2.9009

arrow-down£-0.007 (-0.25%)

Fund Code

HSWCA

B8QYPR3

GB00B8QYPR36

Prices updated as at 19 Jul 2024

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.

Growth of 1,000 as of 22 Jul 2024, 11:07

10Y

Annual performance (%)

Year	This fund	GBP Allocation 40-60% Equity
30 Jun 13 - 30 Jun 14	9.83	7.56
30 Jun 14 - 30 Jun 15	6.03	5.39
30 Jun 15 - 30 Jun 16	7.36	1.73
30 Jun 16 - 30 Jun 17	13.99	12.28
30 Jun 17 - 30 Jun 18	3.55	2.41
30 Jun 18 - 30 Jun 19	6.46	2.94
30 Jun 19 - 30 Jun 20	0.77	-0.74
30 Jun 20 - 30 Jun 21	14.52	13.65
30 Jun 21 - 30 Jun 22	-4.32	-7.71
30 Jun 22 - 30 Jun 23	3.30	1.80
30 Jun 23 - 30 Jun 24	12.72	9.51

Trailing returns (%)

Year	This fund	GBP Allocation 40-60% Equity
1 Day	-0.25	-0.27
1 Month	0.36	0.76
3 Months	4.43	3.73
6 Months	7.97	6.15
1 Year	11.62	9.10
3 Years annualised	3.55	1.16
5 Years annualised	4.86	2.86

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.