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Hsbc World Selection - Balanced Portfolio Institutional Accumulation (0P0000ZWXK)

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3.30 0.00    0%
21/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  HSBC Global Asset Management (UK) Ltd
ISIN:  GB00B3QVSQ99 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.19B
HSBC World Selection - Balanced Portfolio Institut 3.30 0.00 0%

0P0000ZWXK Overview

 
Find basic information about the Hsbc World Selection - Balanced Portfolio Institutional 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 0P0000ZWXK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.54%
Prev. Close3.29
Risk Rating
TTM Yield2.17%
ROE26.25%
IssuerHSBC Global Asset Management (UK) Ltd
TurnoverN/A
ROA10.81%
Inception DateDec 17, 2009
Total Assets5.19B
ExpensesN/A
Min. Investment10,000,000
Market Cap83.83B
CategoryGBP Moderate Allocation
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Hsbc World Selection - Balanced Portfolio Institutional Accumulation Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1088 1017 1153 1128 1315 1937
Fund Return 8.84% 1.7% 15.34% 4.11% 5.62% 6.83%
Place in category 157 1087 205 57 67 11
% in Category 14 74 19 5 7 2

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 Inc 16.5B 7.05 15.24 15.46
  HSFund Institutional Accumulation 16.5B 7.07 14.89 15.50
  HSBC American Index Fund Retail Acc 16.5B 7.05 14.75 15.32

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
  HS Portfolio Retail Accumulation 5.19B 8.40 2.95 5.59
  Balanced Portfolio Retail Income 5.19B 8.37 2.95 5.59
  Balanced Portfolio C Accumulation 5.19B 8.51 3.67 6.30

Top Holdings

Name ISIN Weight % Last Change %
HSBC FTSE All-World Index Instl Acc GB00BMJJJJ30 15.60 - -
  HSBC American Index Fund Institutional Accumulatio GB0000473313 13.46 14.54 +0.21%
HSBC GIF Global Govt Bd ZQ1 LU1135519921 10.04 - -
  HSBC Multi Factor Worldwide Equity IE00BKZGB098 8.83 30.50 +0.96%
HSBC GIF Global Corp Bd ZQ1 LU1135519335 6.31 - -

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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