HSBC Global Sustainable Multi-Asset Balanced Portfolio P GBP Acc

Category GBP Allocation 40-60% Equity

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

Last buy/sell price

£1.438

arrow-up£0.001 (+0.08%)

Fund Code

HCBPA

BK0WX39

GB00BK0WX394

Prices updated as at 20 Nov 2024

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 property securities that meet one or more sustainable investment strategies. The Fund may also invest up to 30% directly in bonds where the investment objective can be more efficiently achieved and may invest directly in shares of companies in limited circumstances.

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 charges

Product charges
	0.36
	0.05
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	28 Oct 2024	pdf
Key Information Document / Technical Guide	26 Jul 2024	pdf
Annual Reports	15 Apr 2024	pdf
Annual Short Report	15 Apr 2024	pdf
Interim Short Report	31 Mar 2024	pdf

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Important Information

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