HSBC Balanced Fund

Select share classes

HSBC Balanced Acc 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

£3.081

arrow-down£-0.01 (-0.31%)

Fund Code

HSBBA

BG0R529

GB00BG0R5293

Prices updated as at 05 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.

Annual charges

Product charges
0.69
0.04
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 24 Oct 2024pdf
Key Information Document / Technical Guide 02 Oct 2024pdf
Annual Reports 31 Jul 2023pdf
Annual Short Report 31 Jul 2023pdf
Interim Short Report 30 Apr 2023pdf
Interim Reports 30 Sep 2017pdf
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