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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1035 | 1117 | 994 | 1062 | 1391 |
Fund Return | 5.02% | 3.53% | 11.69% | -0.21% | 1.21% | 3.35% |
Place in category | 27 | 27 | 31 | 69 | 59 | 7 |
% in Category | 22 | 13 | 20 | 54 | 54 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail X Accumulation | 2.82B | 11.36 | 5.28 | 9.09 | ||
Dynamic Portfolio Accumulation C | 2.82B | 10.35 | 5.60 | 9.47 | ||
Dynamic Portfolio Income C | 2.82B | 10.38 | 5.61 | 9.48 | ||
- Dynamic Portfolio C Accumulation | 2.18B | 10.10 | 5.36 | 8.41 | ||
- Dynamic Portfolio C Income | 2.18B | 10.10 | 5.36 | 8.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cautious Portfolio Income C | 312.05M | 5.03 | -0.19 | 3.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Government Bond ETF ZQHUSD | IE00BFYDNQ69 | 29.35 | - | - | |
HSBC Global Corporate Bond ETF ZQHUSD | IE00BFYDNS83 | 24.86 | - | - | |
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 11.68 | 14.56 | -0.86% | |
HSBC Global Liq Sterling Liquidity Y | IE00BYYJHN20 | 5.86 | - | - | |
United States Treasury Notes 2.25% | - | 3.56 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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