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Hsbc Portfolios - World Selection 4 Bc (0P00011MSJ)

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18.944 +0.120    +0.63%
24/12 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 685.62M
HSBC Portfolios - World Selection 4 Class BC 18.944 +0.120 +0.63%

0P00011MSJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the HSBC Portfolios - World Selection 4 Class BC (0P00011MSJ) fund. Our HSBC Portfolios - World Selection 4 Class BC portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 81.640 85.610 3.970
Bonds 19.400 20.530 1.130
Convertible 0.120 0.120 0.000
Preferred 0.040 0.040 0.000
Other 8.720 9.150 0.430

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.713 16.268
Price to Book 2.383 2.276
Price to Sales 1.849 1.766
Price to Cash Flow 11.038 10.157
Dividend Yield 2.521 2.425
5 Years Earnings Growth 11.301 11.544

Sector Allocation

Name  Net % Category Average
Technology 22.720 19.911
Financial Services 15.210 16.008
Industrials 10.780 10.531
Healthcare 9.470 10.481
Consumer Cyclical 8.910 10.883
Real Estate 7.650 5.638
Communication Services 6.670 7.902
Consumer Defensive 5.300 6.987
Energy 4.990 4.485
Utilities 4.610 3.190
Basic Materials 3.690 4.882

Region Allocation

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

Top Holdings

Number of long holdings: 69

Number of short holdings: 21

Name ISIN Weight % Last Change %
  Vanguard FTSE All-World UCITS USD Inc IE00B3RBWM25 11.57 110.71 +0.47%
  HSBC Multi Factor Worldwide Equity IE00BKZGB098 10.67 30.35 +0.53%
HSBC FTSE All-World Index Instl Acc GB00BMJJJJ30 10.20 - -
  HSBC S&P 500 UCITS IE00B5KQNG97 8.24 4,824.2 +0.55%
  HSBC American Index Fund Institutional Accumulatio GB0000473313 7.35 14.84 +0.70%
HSBC US Dollar Liquidity Y IE00BYYJJ149 5.01 - -
HSBC GIF Global Infrastructure Equity ZD LU2449328355 4.90 - -
HSBC GIF Global EM Local Dbt ZQ1 LU1135521828 4.08 - -
  iShares Edge MSCI USA Quality Factor UCITS USD (Di IE00BF2QSQ20 3.62 2,168.00 +0.77%
HSBC European Index Institutional Acc GB0000469303 3.60 - -

Top Equity Funds by HSBC Investment Funds (Luxembourg) S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Equity Index Fund Class Ace 2.12B 25.25 8.86 12.26
  Global Equity Index Fund Class Wde 2.12B 26.35 9.92 13.34
  LU0806931092 2.12B 31.66 - -
  HSBC Investment Indian Equity ADEUR 1.36B 15.42 9.02 6.23
  LU0551366536 1.36B 20.71 11.36 8.01
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