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Hsbc Global Strategy Dynamic Portfolio Income C (0P0000WN7U)

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2.79 +0.03    +1.17%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 2.86B
Type:  Fund
Market:  United Kingdom
Issuer:  HSBC Global Asset Management (UK) Ltd
ISIN:  GB00B7NM4986 
Asset Class:  Other
HSBC Global Strategy Dynamic Portfolio Income C 2.79 +0.03 +1.17%

0P0000WN7U Overview

 
Find basic information about the Hsbc Global Strategy Dynamic Portfolio Income C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000WN7U MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B7NM4986)
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Rating
1-Year Change18.1%
Prev. Close2.76
Risk Rating
TTM Yield1.75%
ROE25.20%
IssuerHSBC Global Asset Management (UK) Ltd
TurnoverN/A
ROA10.43%
Inception DateNov 01, 2012
Total Assets2.86B
ExpensesN/A
Min. Investment1,000,000
Market Cap94.13B
CategoryGBP Moderately Adventurous Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1104 1015 1175 1178 1472 2474
Fund Return 10.38% 1.53% 17.49% 5.61% 8.03% 9.48%
Place in category 97 705 97 56 13 4
% in Category 8 54 9 6 3 1

Top Other Funds by HSBC Asset Management (Fund Services UK) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Portfolio Retail X Accumulation 2.86B 11.36 5.28 9.09
  Dynamic Portfolio Accumulation C 2.86B 10.35 5.60 9.47
  Institutional Accumulation 2.22B 10.46 5.82 8.94
  - Dynamic Portfolio C Accumulation 2.22B 10.10 5.36 8.41
  - Dynamic Portfolio C Income 2.22B 10.10 5.36 8.40

Top Funds for GBP Moderately Adventurous Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 80 Equity Fund A Acc 12.92B 2.96 6.53 8.34
  LifeStrategy 80 Equity Fund A Inc 12.92B 2.96 6.53 8.34
  Baillie Gifford Managed A Acc 4.99B 0.81 -4.98 6.40
  Baillie Gifford Managed A Inc 4.99B 0.82 -4.98 6.40
  Baillie Gifford Managed B Acc 4.99B 1.01 -3.98 7.58

Top Holdings

Name ISIN Weight % Last Change %
  HSBC American Index Fund Institutional Accumulatio GB0000473313 32.74 14.77 +1.55%
  HSBC S&P 500 UCITS IE00B5KQNG97 14.72 4,814.5 +1.02%
HSBC Global Government Bond ETF ZQHUSD IE00BFYDNQ69 10.45 - -
HSBC European Index Institutional Acc GB0000469303 8.07 - -
  HSBC FTSE EPRA/NAREIT Developed UCITS IE00B5L01S80 7.64 1,774.3 +1.28%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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