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
£1.7684
£-0.002 (-0.11%)
Fund Code
HSBBI
BG0R4Z5
GB00BG0R4Z55
Prices updated as at 14 Jan 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.
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
Annual performance (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
31 Dec 14 - 31 Dec 15 | 3.68 | 2.31 |
31 Dec 15 - 31 Dec 16 | 13.14 | 13.23 |
31 Dec 16 - 31 Dec 17 | 8.58 | 10.00 |
31 Dec 17 - 31 Dec 18 | -6.91 | -6.37 |
31 Dec 18 - 31 Dec 19 | 15.95 | 15.67 |
31 Dec 19 - 31 Dec 20 | -0.72 | 5.25 |
31 Dec 20 - 31 Dec 21 | 13.99 | 11.14 |
31 Dec 21 - 31 Dec 22 | -6.22 | -10.08 |
31 Dec 22 - 31 Dec 23 | 8.78 | 8.37 |
31 Dec 23 - 31 Dec 24 | 11.03 | 9.00 |
Trailing returns (%)
Year | This fund | GBP Allocation 60-80% Equity |
---|---|---|
1 Day | -0.11 | -0.29 |
1 Month | -0.87 | -1.30 |
3 Months | 2.09 | 0.93 |
6 Months | 3.83 | 2.48 |
1 Year | 12.91 | 10.29 |
3 Years annualised | 4.83 | 2.49 |
5 Years annualised | 4.96 | 4.12 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.