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Hsbc Wealth Strategic Solutions Fund (3) - Balanced Portfolio Institutional Income (0P0000Q3JC)

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HSBC Wealth Strategic Solutions Fund 3 - Balanced historical data, for real-time data please try another search

13.69 0.00 0.00%

08/02 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

ISIN: GB00B3YJ1V19

Asset Class: Equity

Morningstar Rating:
Total Assets: 119.18M

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0P0000Q3JC Holdings

Comprehensive information about top holdings and Key Holding Information for the HSBC Wealth Strategic Solutions Fund 3 - Balanced (0P0000Q3JC) fund. Our HSBC Wealth Strategic Solutions Fund 3 - Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	10.18	69.93	59.75
Shares	59.11	59.96	0.85
Bonds	28.31	32.62	4.31
Convertible	0.35	0.35	0.00
Preferred	0.02	0.02	0.00
Other	2.05	2.39	0.34

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.57	16.05
Price to Book	1.79	2.30
Price to Sales	1.45	1.67
Price to Cash Flow	7.30	9.87
Dividend Yield	2.74	2.85
5 Years Earnings Growth	9.70	9.24

Sector Allocation

Name	Net %	Category Average
Financial Services	16.60	18.15
Technology	15.62	16.55
Real Estate	11.16	6.31
Healthcare	11.02	9.55
Consumer Cyclical	10.93	10.43
Industrials	10.01	12.43
Consumer Defensive	8.10	7.66
Energy	5.45	4.22
Basic Materials	4.62	5.17
Communication Services	3.48	6.66
Utilities	3.01	3.71

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 31

Name	ISIN	Weight %	Last	Change %
iShares Core MSCI World UCITS GBP Hedged (Dist)	IE00BD45YS76	17.62	1,016.50	-2.40%
HSBC Global Investment Funds - Global Corporate Bo	LU1135519509	9.76	9.665	+0.13%
HSBC GIF Global Em Mkts Local Dbt ZQ1	LU1135521828	8.04	-	-
HSBC American Index Fund Institutional Accumulatio	GB0000473313	7.14	14.90	-1.06%
iShares MSCI World GBP Hedged UCITS	IE00B42YS929	6.73	10,760.0	-2.28%
HSBC FTSE All-World Index Instl Acc	GB00BMJJJJ30	5.72	-	-
HSBC GIF Global High Yield Bond ZQ1HGBP	LU1135520853	5.20	-	-
HSBC GIF Global Real Estate Eq ZD	LU1163227900	5.04	-	-
HSBC GIF Global Government Bond ZQ1HGBP	LU1135520184	4.95	-	-
HSBC GIF Global Emerg Mkts Bd ZQ1HGBP	LU1135521406	4.95	-	-

Top Equity Funds by HSBC Global Asset Management (UK) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
HSBC American Index Fund Accumulati	8.8B	-3.88	14.59	14.78
HSBC American Index Fund Income C	715.61M	-3.89	14.59	14.77
HSBC American Index Fund Retail Acc	231.9M	-3.92	14.50	14.68
HSBC American Index Fund Retail Inc	1.3M	-3.93	14.99	14.80
HSFund Institutional Accumulation	5.35B	-3.86	14.63	14.83

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