HSBC Global Responsible Multi-Asset Balanced Portfolio Accumulation P GBP
Category GBP Allocation 40-60% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.3483
£-0.028 (-2.03%)
Fund Code
HCBPA
BK0WX39
GB00BK0WX394
Prices updated as at 07 Apr 2025
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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 70% in collective investment schemes, which in turn invest in bonds, shares of companies (equities) and alternative asset classes such as commodities, infrastructure, private debt, private equity and property securities. The Fund may also invest up to 30% directly in bonds and equities and may invest in other financial instruments to gain exposure to alternative asset classes where the investment objective can be more efficiently achieved. The Fund will be invested across global markets.
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 40-60% Equity |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | - | - |
31 Mar 19 - 31 Mar 20 | - | - |
31 Mar 20 - 31 Mar 21 | 24.37 | 20.92 |
31 Mar 21 - 31 Mar 22 | 6.10 | 2.71 |
31 Mar 22 - 31 Mar 23 | -5.14 | -5.52 |
31 Mar 23 - 31 Mar 24 | 9.97 | 8.45 |
31 Mar 24 - 31 Mar 25 | 1.89 | 3.46 |
Trailing returns (%)
Year | This fund | GBP Allocation 40-60% Equity |
---|---|---|
1 Day | -2.03 | -2.20 |
1 Month | -5.20 | -5.01 |
3 Months | -6.36 | -4.59 |
6 Months | -5.48 | -4.35 |
1 Year | -1.11 | -0.12 |
3 Years annualised | 1.35 | 0.79 |
5 Years annualised | 6.10 | 4.57 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.