HSBC Global Strategy Sustainable Dynamic Portfolio Accumulation C

Category GBP Allocation 60-80% Equity


This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.2153

arrow-down£-0.008 (-0.68%)

Fund Code

HSDCA

BP95B30

GB00BP95B301

Prices updated as at 15 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 80% of its value in collective investment schemes, which in turn provide exposure to bonds, shares of companies (equities) and property securities. The Fund may also invest up to 20% of its value directly in bonds and shares of companies where the investment objective can be more efficiently achieved. The Fund will be invested across global markets and under typical market conditions will have a bias towards exposure to shares of companies through investment in collective investment schemes or direct investment in shares of companies. Under typical market conditions the Fund will invest a minimum of 70% of its value in assets that form part of a sustainable investment strategy.

Annual charges

Product charges
0.31
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 25 Oct 2024pdf
Annual Reports 15 Apr 2024pdf
Annual Short Report 15 Apr 2024pdf
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 15 Feb 2024pdf
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