HSBC World Selection Conservative Portfolio

Select share classes

World Selection - Conservative Portfolio Income C

Category GBP Allocation 20-40% Equity


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

£1.2286

arrow-down£-0.003 (-0.27%)

Fund Code

HSCCI

BQ15ZG6

GB00BQ15ZG67

Prices updated as at 18 Oct 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 that in turn invest in bonds, shares of companies (equities), derivatives and alternative asset classes such as property, hedge funds, private equity and commodities. 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. The Fund will be invested across global markets and typically the Fund will have a bias towards asset classes that focus on bonds.

Portfolio as of

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Stock style

Large value

0.00%

% Weight
Value
Core
Growth
Large

0

0

0

Medium

0

0

0

Small

0

0

0

Valuation

World Selection - Conservative Portfolio Income C
GBP Allocation 20-40% Equity

-

-
16.07

-

-
1.74

-

-
2.47

-

-
11.02

Growth rate

World Selection - Conservative Portfolio Income C
GBP Allocation 20-40% Equity

-

-
10.42%

-

-
2.51%

-

-
5.87%

Top 10 holdings

Assets in top 10 holdings %

0.00%

Total no. of equity holdings

-

Total no. of bond holdings

-

Stock sectors

World Selection - Conservative Portfolio Income C
GBP Allocation 20-40% Equity

0.00%

Basic materials

-
-

Con cyclical

-
-

Financial svs

-
-

Real estate

-
-

0.00%

Comm services

-
-

Energy

-
-

Industrials

-
-

Technology

-
-

0.00%

Con defensive

-
-

Healthcare

-
-

Utilities

-
-


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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