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Hsbc Global Strategy Balanced Portfolio Retail Accumulation (0P0000UDO7)
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1.96
+0.01
+0.47%
17/01 - Delayed Data. Currency in GBP
Type:
Fund
Market:
United Kingdom
Issuer:
HSBC Global Asset Management (UK) Ltd
ISIN:
GB00B45PHZ12
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 637.14M
HSBC Global Strategy Balanced Portfolio Retail Acc
1.96
+0.01
+0.47%
- Overview
- Profile
- Historical Data
- Holdings
Hsbc Global Strategy Balanced Portfolio Retail Accumulation Overview
On this page you'll find an in-depth profile of Hsbc Global Strategy Balanced Portfolio Retail Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000UDO7 among other information.
Investment Strategy
To provide capital growth through investment in a broad range of asset classes across global markets. This is one of a range of actively managed Global Strategy Portfolios offered at five different risk levels. The Fund is rated as 3, where 1 is a lower level of risk and 5 is a higher level of risk. The Fund is managed with the aim of maximising returns in line with its agreed long term risk profile therefore any potential gains are likely to be limited by the risk profile of the Fund. To achieve its objective the Fund invests primarily in collective investment schemes, including exchange traded funds, which generally aim to track the performance of market indices. Such assets shall, in turn, invest in equities, fixed interest securities and property securities that make up the relevant index. The collective investment schemes that the Fund invests in will, where possible, be those managed or operated by the ACD or an associate of the ACD.
Contact Information
Address
1F, 78 St James's Street
London, SW1A 1EJ
United Kingdom
London, SW1A 1EJ
United Kingdom
Phone
0800 181 890
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Not Disclosed | - | 2018 | Now |
| Beverley Jane Davies | - | 2017 | 2018 |
| Anthony James Dunsford | - | 2016 | 2017 |
| Caroline Margaret Hitch | Senior Portfolio Manager | 2011 | 2017 |
| Biography | Ms. Hitch is a Senior Portfolio Manager and Team Head of Multi Asset Solutions at HSBC Global Asset Management (USA) Inc. She is primarily responsible for determining the Funds’ allocation to each asset class. Ms. Hitch has been with Multi Asset Solutions as a Senior Portfolio Manager since August 2009 and was named Team Head in August 2010. She previously held positions as a portfolio manager for both retail and institutional clients of the Adviser as well as other industry related roles. She first joined the HSBC Group (James Capel & Co) in 1981.Ms. Hitch holds an Economics degree from Cambridge University and has over 24 years of experience in financial services. | ||
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