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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1003 | 1077 | 973 | 1052 | 1337 |
Fund Return | 4.08% | 0.26% | 7.74% | -0.92% | 1.01% | 2.94% |
Place in category | 90 | 100 | 94 | 97 | 76 | 20 |
% in Category | 68 | 83 | 73 | 78 | 70 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Portfolio Accumulation C | 2.92B | 15.39 | 6.01 | 9.39 | ||
Dynamic Portfolio Income C | 2.92B | 14.09 | 5.61 | 9.26 | ||
Portfolio Retail X Accumulation | 2.92B | 15.14 | 5.75 | 9.12 | ||
- Dynamic Portfolio C Accumulation | 2.22B | 15.44 | 6.18 | 8.43 | ||
- Dynamic Portfolio C Income | 2.22B | 14.29 | 5.83 | 8.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cautious Portfolio Accumulation C | 313.6M | 5.33 | -0.56 | 3.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Government Bond ETF ZQHUSD | IE00BFYDNQ69 | 27.41 | - | - | |
HSBC Global Corporate Bond ETF ZQHUSD | IE00BFYDNS83 | 25.76 | - | - | |
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 11.14 | 14.87 | -0.09% | |
HSBC Global Liq Sterling Liquidity Y | IE00BYYJHN20 | 6.38 | - | - | |
5 Year Treasury Note Future Dec 24 | - | 3.93 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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