HSBC Balanced Inc C

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.7576

arrow-up£0.003 (+0.15%)

Fund Code

HSBBI

BG0R4Z5

GB00BG0R4Z55

Prices updated as at 21 Nov 2024

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.

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 performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 13 - 30 Sep 14	-	-
30 Sep 14 - 30 Sep 15	1.75	0.07
30 Sep 15 - 30 Sep 16	16.63	15.70
30 Sep 16 - 30 Sep 17	7.64	9.07
30 Sep 17 - 30 Sep 18	3.59	5.10
30 Sep 18 - 30 Sep 19	4.82	3.86
30 Sep 19 - 30 Sep 20	-5.72	-0.10
30 Sep 20 - 30 Sep 21	18.30	16.49
30 Sep 21 - 30 Sep 22	-5.16	-10.24
30 Sep 22 - 30 Sep 23	5.74	5.13
30 Sep 23 - 30 Sep 24	14.93	14.19

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.15	0.09
1 Month	0.17	-0.38
3 Months	2.41	1.46
6 Months	4.04	2.44
1 Year	15.61	12.91
3 Years annualised	4.46	1.98
5 Years annualised	5.63	4.98

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.

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HSBC Balanced Fund