HSBC Global Responsible Multi-Asset Balanced Portfolio Accumulation P GBP

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.3996

arrow-down£-0.013 (-0.94%)

Fund Code

HCBPA

BK0WX39

GB00BK0WX394

Prices updated as at 02 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 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 performance (%)

YearThis fundGBP 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 2124.3720.92
31 Mar 21 - 31 Mar 226.102.71
31 Mar 22 - 31 Mar 23-5.14-5.52
31 Mar 23 - 31 Mar 249.978.45
31 Mar 24 - 31 Mar 251.893.47

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day-0.16
1 Month-3.80-2.05
3 Months-2.240.03
6 Months-1.61-0.10
1 Year1.893.72
3 Years annualised2.212.11
5 Years annualised7.015.81
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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