Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Hsbc Managed Portfolios - World Selection - 1 Class Id (LP68279764)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
161.820 -0.790    -0.49%
14/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 60.58M
Type:  Fund
Market:  Bermuda
Issuer:  HSBC Global Asset Management (Bermuda) Limited
ISIN:  BMG468AP2619 
Asset Class:  Equity
HSBC Managed Portfolios - World Selection - 1 Clas 161.820 -0.790 -0.49%

LP68279764 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the HSBC Managed Portfolios - World Selection - 1 Clas (LP68279764) fund. Our HSBC Managed Portfolios - World Selection - 1 Clas portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Shares 19.870 21.810 1.940
Bonds 81.240 84.030 2.790
Convertible 0.340 0.340 0.000
Preferred 0.130 0.130 0.000
Other 3.520 5.270 1.750

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.842 15.305
Price to Book 2.421 2.367
Price to Sales 1.830 1.682
Price to Cash Flow 10.881 10.000
Dividend Yield 2.358 2.850
5 Years Earnings Growth 11.178 10.130

Sector Allocation

Name  Net % Category Average
Technology 22.450 20.356
Financial Services 15.180 16.651
Industrials 11.130 10.864
Consumer Defensive 9.270 8.934
Healthcare 7.620 13.715
Consumer Cyclical 7.590 8.846
Communication Services 7.240 6.842
Utilities 7.060 5.050
Real Estate 5.570 4.779
Energy 3.530 4.571
Basic Materials 3.360 5.577

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 46

Number of short holdings: 1

Name ISIN Weight % Last Change %
HSBC GIF Global Govt Bd ZD LU1079017445 32.03 - -
HSBC GIF Global Corp Bd ZD LU1079018765 21.49 - -
  HSBC Global Investment Funds Global Asset Backed LU0899571920 3.92 180.167 +0.02%
HSBC GIF Global Infl Lnkd Bd ZQ1 LU1236619406 3.68 - -
  HSBC Global Investment Funds Multi Asset Style F LU1449948840 3.34 12.052 +0.12%
  HSBC Multi Factor Worldwide Equity IE00BKZGB098 2.98 30.52 +0.07%
  iShares 20+ Year Treasury Bond US4642874329 2.74 90.39 +0.06%
HSBC FTSE All-World Index Instl Acc GB00BMJJJJ30 2.33 - -
Struct GS Cross Asset Trend E USD Acc LU1787044780 2.33 - -
  iShares MSCI ACWI US4642882579 2.24 120.44 +0.36%

Top Equity Funds by HSBC Global Asset Management (Bermuda) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  HSBC Managed Portfolios World Se2AD 97.45M 5.53 -0.63 2.50
  HSBC Managed Portfolios World Selec 97.45M 5.53 -0.63 2.50
  HSBC Managed Portfolios World Se2AC 97.45M 5.53 -0.63 2.50
  HSBC Managed Portfolios World Se2IC 97.45M 5.70 -0.43 2.77
  HSBC Managed Portfolios World SelLC 60.58M 3.17 -1.35 1.69
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

LP68279764 Comments

Write your thoughts about Hsbc Managed Portfolios - World Selection - 1 Class Id
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email