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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 982 | 1031 | 964 | 1043 | 1325 |
Fund Return | 3.12% | -1.82% | 3.12% | -1.2% | 0.85% | 2.86% |
Place in category | 78 | 92 | 78 | 85 | 64 | 14 |
% in Category | 70 | 85 | 70 | 75 | 61 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Portfolio Accumulation C | 3.04B | 14.22 | 5.12 | 9.34 | ||
Dynamic Portfolio Income C | 3.04B | 12.93 | 4.73 | 9.22 | ||
Portfolio Retail X Accumulation | 3.04B | 13.95 | 4.87 | 9.09 | ||
Institutional Accumulation | 2.22B | 15.90 | 6.64 | 8.95 | ||
- Dynamic Portfolio C Accumulation | 2.27B | 14.03 | 5.13 | 8.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cautious Portfolio Accumulation C | 312.86M | 4.36 | -0.83 | 2.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Government Bond ETF ZQHUSD | IE00BFYDNQ69 | 28.00 | - | - | |
HSBC Global Corporate Bond ETF ZQHUSD | IE00BFYDNS83 | 25.77 | - | - | |
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 11.10 | 15.18 | -0.13% | |
HSBC Global Liq Sterling Liquidity Y | IE00BYYJHN20 | 7.39 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 3.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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