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Hsbc Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Institutional Income (0P0000Q3JK)

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HSBC Wealth Strategic Solutions Fund 5 - Aggressiv historical data, for real-time data please try another search
15.02 0.00    0.00%
23/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B3XHJM36 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 20.43M
HSBC Wealth Strategic Solutions Fund 5 - Aggressiv 15.02 0.00 0.00%

0P0000Q3JK Overview

 
Find basic information about the Hsbc Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Institutional Income 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 0P0000Q3JK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0%
Prev. Close15.02
Risk Rating
TTM Yield2.64%
ROE21.11%
IssuerN/A
TurnoverN/A
ROA7.40%
Inception DateSep 25, 2009
Total Assets20.43M
ExpensesN/A
Min. Investment10,000,000
Market Cap28.39B
CategoryGBP Aggressive Allocation
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Hsbc Wealth Strategic Solutions Fund (5) - Aggressive Portfolio Institutional Income Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 976 951 991 1301 1427 -
Fund Return -2.39% -4.91% -0.87% 9.16% 7.37% -
Place in category 121 120 109 118 76 -
% in Category 29 25 28 35 26 -

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  HSBC American Index Fund Retail Acc 15.25B -8.37 8.36 13.36
  HSBC American Index Fund Retail Inc 15.25B -8.38 8.82 13.49
  HSFund Institutional Accumulation 15.25B -8.34 8.48 13.52
  HSBC American Index Fund Accumulati 15.25B -11.42 8.20 13.42
  HSBC American Index Fund Income C 15.25B -11.41 8.20 13.41

Top Funds for GBP Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CCLA COIF Charities Investment Acc 3.77B -3.32 2.96 7.83
  CCLA COIF Charities Investment Inc 3.77B -3.31 2.96 7.64
  CCLA COIF Charities Ethical Investa 2.25B -5.20 3.30 7.40
  CCLA COIF Charities Ethical Investm 2.25B -5.19 3.30 7.35
  CCLA CBF Church of England Funds Ia 2.08B -4.80 3.24 7.87

Top Holdings

Name ISIN Weight % Last Change %
  Vanguard S&P 500 UCITS USD Inc IE00B3XXRP09 10.58 83.17 +0.73%
  iShares Core MSCI Emerging Markets IMI UCITS IE00BKM4GZ66 8.16 37.01 +0.38%
  iShares Core MSCI World UCITS IE00B4L5Y983 6.63 113.23 +0.30%
HSBC GIF Economic Scale US Equity ZD LU0151262481 6.55 - -
HSBC GIF Global Em Mkts Local Dbt ZQ1 LU1135521828 6.44 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Sell
Technical Indicators Strong Sell Strong Sell Sell
Summary Strong Sell Strong Sell Sell
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