HSBC Global Responsible Multi-Asset Balanced Portfolio

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HSBC Global Sustainable Multi-Asset Balanced Portfolio C GBP Inc

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

£1.2979

arrow-down£-0.008 (-0.62%)

Fund Code

HCBCI

BF1H4D5

GB00BF1H4D51

Prices updated as at 31 Mar 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, which in turn invest in bonds, shares of companies (equities) and property securities that meet one or more sustainable investment strategies. The Fund may also invest up to 30% directly in bonds where the investment objective can be more efficiently achieved and may invest directly in shares of companies in limited circumstances.
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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAverageAverage
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5 - yearAbove AverageAbove Average
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OverallAbove AverageAbove Average
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
-1.73-0.54-0.20
0.990.931.14
-0.78-0.210.02
78.2783.1786.20
0.550.060.34
5.567.589.52
2.493.103.69


Important Information

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