Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 38.690 | 40.290 | 1.600 |
Bonds | 59.000 | 61.030 | 2.030 |
Convertible | 0.250 | 0.250 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 3.900 | 5.380 | 1.480 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.282 | 15.463 |
Price to Book | 2.266 | 2.280 |
Price to Sales | 1.859 | 1.676 |
Price to Cash Flow | 10.832 | 9.985 |
Dividend Yield | 2.541 | 2.965 |
5 Years Earnings Growth | 11.014 | 10.136 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.560 | 20.425 |
Financial Services | 17.980 | 16.960 |
Industrials | 10.880 | 12.829 |
Healthcare | 8.660 | 12.038 |
Consumer Cyclical | 7.870 | 8.942 |
Communication Services | 7.150 | 6.908 |
Real Estate | 6.850 | 5.077 |
Energy | 4.950 | 4.669 |
Consumer Defensive | 4.720 | 8.877 |
Utilities | 4.390 | 4.789 |
Basic Materials | 2.990 | 5.576 |
Number of long holdings: 51
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC GIF Global Govt Bd ZD | LU1079017445 | 20.81 | - | - | |
HSBC GIF Global Corp Bd ZD | LU1079018765 | 14.52 | - | - | |
SPDR S&P 500 | US78462F1030 | 6.28 | 571.04 | +0.42% | |
HSBC Multi Factor Worldwide Equity | IE00BKZGB098 | 6.15 | 29.95 | +0.44% | |
HSBC FTSE All-World Index Instl Acc | GB00BMJJJJ30 | 5.48 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 3.09 | 90.84 | -1.74% | |
iShares MSCI ACWI | US4642882579 | 3.00 | 117.50 | +0.38% | |
HSBC Global Investment Funds Global Asset Backed | LU0899571920 | 2.77 | 179.587 | +0.03% | |
iShares MSCI USA Quality Factor ETF | - | 2.73 | - | - | |
HSBC GIF Global Infl Lnkd Bd ZQ1 | LU1236619406 | 2.45 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Managed Portfolios World Se2AC | 99.1M | 7.78 | 0.57 | 2.82 | ||
HSBC Managed Portfolios World Se2AD | 99.1M | 7.78 | 0.57 | 2.82 | ||
HSBC Managed Portfolios World Selec | 99.1M | 7.78 | 0.57 | 2.82 | ||
HSBC Managed Portfolios World SelLC | 61.95M | 5.28 | -0.50 | 1.98 | ||
HSBC Managed Portfolios World SelAD | 61.95M | 5.28 | -0.49 | 1.98 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review