HSBC Balanced Fund

Select share classes

HSBC Balanced Inc C

Category GBP Allocation 60-80% Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.6902

arrow-down£-0.029 (-1.67%)

Fund Code

HSBBI

BG0R4Z5

GB00BG0R4Z55

Prices updated as at 03 Apr 2025
|
Prices in GBP

Investment objective
The Fund aims to provide growth in the long term, which is a period of five years or more, together with income. To achieve its objective the Fund will invest in a range of asset classes including shares (equities) of companies, bonds and (through indirect investment) alternative asset classes such as property and hedge funds. The portfolio will be invested across global markets. The Fund will invest a minimum of 70% of its value in collective investment schemes that in turn invest in a range of asset classes, including schemes which aim to track an index. The Fund can invest up to 100% in collective investment schemes. The collective investment schemes in which the Fund may invest will, where possible, be those managed or operated by the HSBC Group.

Annual charges

Product charges
0.69
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 15 Mar 2025pdf
Key Information Document / Technical Guide 14 Feb 2025pdf
Interim Report 15 Jul 2024pdf
Annual Report 15 Jan 2024pdf
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