HSBC Global Strategy Conservative Portfolio

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HSBC Global Strategy Conservative Portfolio IC

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

£1.2188

arrow-up£0.00 (+0.02%)

Fund Code

HCOIC

BYVXBJ1

GB00BYVXBJ14

Prices updated as at 20 Feb 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, including exchange traded funds, which aim to track the performance of market indices. Such assets shall, in turn, invest in bonds, shares of companies (equities), and property securities that make up the relevant index. The Fund may also invest up to 30% directly in bonds where exposure to this asset class can be adequately achieved with a relatively low number of holdings and may invest directly in shares of companies and property securities in limited circumstances. The Fund will be invested across global markets, with a bias towards bonds.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
31 Dec 14 - 31 Dec 15--
31 Dec 15 - 31 Dec 16--
31 Dec 16 - 31 Dec 17--
31 Dec 17 - 31 Dec 18-2.42-3.88
31 Dec 18 - 31 Dec 1913.859.08
31 Dec 19 - 31 Dec 206.623.83
31 Dec 20 - 31 Dec 217.253.45
31 Dec 21 - 31 Dec 22-11.67-10.28
31 Dec 22 - 31 Dec 238.726.28
31 Dec 23 - 31 Dec 246.054.93

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.02-0.08
1 Month0.640.84
3 Months2.302.08
6 Months2.542.43
1 Year8.107.26
3 Years annualised3.041.69
5 Years annualised2.931.54
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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