HSBC World Selection Conservative Portfolio

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World Selection - Conservative Portfolio Accumulation P

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

£1.4473

arrow-up£0.006 (+0.44%)

Fund Code

HSWNP

BRWQFG5

GB00BRWQFG51

Prices updated as at 25 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 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.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16-0.55-1.42
31 Mar 16 - 31 Mar 1711.539.72
31 Mar 17 - 31 Mar 18-0.710.24
31 Mar 18 - 31 Mar 195.352.12
31 Mar 19 - 31 Mar 20-4.67-4.22
31 Mar 20 - 31 Mar 2116.0313.35
31 Mar 21 - 31 Mar 223.510.81
31 Mar 22 - 31 Mar 23-5.52-5.41
31 Mar 23 - 31 Mar 247.996.31
31 Mar 24 - 31 Mar 253.833.34

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.440.28
1 Month-1.94-1.20
3 Months-2.90-1.75
6 Months-0.71-0.46
1 Year4.694.03
3 Years annualised2.411.66
5 Years annualised4.042.64
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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