HSBC Global Sustainable Multi-Asset Conservative Portfolio C GBP Acc
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.2507
£0.002 (+0.14%)
Fund Code
HCCCA
BF1H4H9
GB00BF1H4H99
Prices updated as at 26 Sep 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 26 Sep 2024, 23:09
Trailing returns (%) as of 26 Sep 2024, 23:09
Annual performance (%)
Year | This fund | GBP Allocation 20-40% Equity |
---|---|---|
30 Jun 13 - 30 Jun 14 | - | - |
30 Jun 14 - 30 Jun 15 | - | - |
30 Jun 15 - 30 Jun 16 | - | - |
30 Jun 16 - 30 Jun 17 | - | - |
30 Jun 17 - 30 Jun 18 | - | - |
30 Jun 18 - 30 Jun 19 | - | - |
30 Jun 19 - 30 Jun 20 | 3.30 | 0.73 |
30 Jun 20 - 30 Jun 21 | 9.43 | 7.96 |
30 Jun 21 - 30 Jun 22 | -8.20 | -7.50 |
30 Jun 22 - 30 Jun 23 | 1.02 | -0.09 |
30 Jun 23 - 30 Jun 24 | 7.34 | 7.66 |
Trailing returns (%)
Year | This fund | GBP Allocation 20-40% Equity |
---|---|---|
1 Day | 0.23 | 0.10 |
1 Month | 0.99 | 0.68 |
3 Months | 2.50 | 2.21 |
6 Months | 3.31 | 3.36 |
1 Year | 10.93 | 10.01 |
3 Years annualised | 0.09 | 0.15 |
5 Years annualised | 2.45 | 1.62 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.