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

£1.4656

arrow-down£-0.004 (-0.27%)

Fund Code

HCBPA

BK0WX39

GB00BK0WX394

Prices updated as at 24 Jan 2025

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.

Company name

HSBC Asset Management (Fund Services UK) Limited

Fund launch date

24 Oct 2018

Domicile

United Kingdom

UCITS

Yes

Fund manager

Justin Turner

Manager start date

24 Oct 2018

Fund manager biography

Justin is an Associate Director of Investment Funds with responsibility for the HSBC Bank's onshore and offshore range of investment vehicles. He joined HSBC Asset Management in 1994 and prior to this spent four years with the HSBC Bank in a variety of roles. Justin is a Bachelor graduate of Financial Services, a holder of the Investment Management Certificate and is a Chartered Financial Analyst (CFA) Candidate, Level II.

Head office

HSBC Asset Management (Fund Services UK) Limited

United Kingdom

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