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Hsbc World Selection - Balanced Portfolio Retail Accumulation (0P0000J50E)

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2.82 0.00    0%
20/11 - Delayed Data. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 5.19B
Type:  Fund
Market:  United Kingdom
Issuer:  HSBC Global Asset Management (UK) Ltd
ISIN:  GB00B3F6GN80 
Asset Class:  Equity
HSBC World Selection - Balanced Portfolio Retail A 2.82 0.00 0%

0P0000J50E Overview

 
Find basic information about the Hsbc World Selection - Balanced Portfolio Retail Accumulation 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 0P0000J50E MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B3F6GN80)
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Rating
1-Year Change14.21%
Prev. Close2.81
Risk Rating
TTM Yield1%
ROE25.50%
IssuerHSBC Global Asset Management (UK) Ltd
TurnoverN/A
ROA10.95%
Inception DateJan 02, 2009
Total Assets5.19B
Expenses1.06%
Min. Investment1,000
Market Cap80.18B
CategoryGBP Moderate Allocation
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1084 1019 1168 1091 1260 1723
Fund Return 8.4% 1.92% 16.78% 2.95% 4.73% 5.59%
Place in category 134 216 226 143 154 65
% in Category 11 15 19 11 15 11

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  HSBC American Index Fund Accumulati 16.5B 14.92 11.03 15.02
  HSBC American Index Fund Income C 16.5B 14.91 11.02 15.01
  HSBC American Index Fund Retail Acc 16.5B 7.05 14.75 15.32
  HSBC American Index Fund Retail Inc 16.5B 7.05 15.24 15.46
  HSFund Institutional Accumulation 16.5B 7.07 14.89 15.50

Top Funds for GBP Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 60 Equity Fund A Acc 15.96B 1.72 3.51 6.54
  LifeStrategy 60 Equity Fund A Inc 15.96B 1.72 3.51 6.54
  Balanced Portfolio Retail Income 5.19B 8.37 2.95 5.59
  Balanced Portfolio C Accumulation 5.19B 8.51 3.67 6.30
  - Balanced Portfolio C Income 5.19B 8.51 3.67 6.29

Top Holdings

Name ISIN Weight % Last Change %
HSBC FTSE All-World Index Instl Acc GB00BMJJJJ30 15.46 - -
  HSBC American Index Fund Institutional Accumulatio GB0000473313 12.23 14.51 +0.16%
HSBC GIF Global Govt Bd ZQ1 LU1135519921 10.61 - -
  HSBC Multi Factor Worldwide Equity IE00BKZGB098 8.80 30.21 0.00%
HSBC GIF Global Corp Bd ZQ1 LU1135519335 6.43 - -

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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