HSBC Global Sustainable Multi Asset Conservative

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HSBC Global Sustainable Multi-Asset Conservative Portfolio C GBP Acc

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.2205

arrow-down£-0.001 (-0.11%)

Fund Code

HCCCA

BF1H4H9

GB00BF1H4H99

Prices updated as at 24 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 60% 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 40% 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.

Annual charges

Product charges
0.60
0.05
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 28 Jun 2024pdf
Key Information Document / Technical Guide 30 May 2024pdf
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Annual Short Report 14 Aug 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.