HSBC Global Sustainable Multi-Asset Dynamic Portfolio C Acc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.5208
£0.009 (+0.62%)
Fund Code
HCSCA
BLKQDC7
GB00BLKQDC73
Prices updated as at 23 Dec 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Justin Turner |
1.56 | |
1.36 | |
Fund comparative index | Morningstar Alloc 60-80% equ cat |
Volatility Managed | |
- | |
0.60 | |
0.00 | |
0.00 | |
GBP Allocation 60-80% Equity | |
No | |
Fund provider | HSBC Asset Management (Fund Services UK) Limited |
Share class launch date | 20 Apr 2020 |
£189.75m | |
- | |
- | |
- | |
Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.