Breaking News
Upgrade 0
🔥 Grab for free: Investing.com’s top 10 stocks for 2025 revealed
Get the List
Close

Hsbc Select Balanced A (0P0000J3M5)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
63.330 +0.200    +0.32%
29/01 - Delayed Data. Currency in EUR
Type:  Fund
Market:  France
Issuer:  HSBC Global Asset Management (France)
ISIN:  FR0010329391 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 119.73M
HSBC Select Balanced A 63.330 +0.200 +0.32%

0P0000J3M5 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the HSBC Select Balanced A (0P0000J3M5) fund. Our HSBC Select Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.600 90.680 85.080
Stocks 51.770 54.180 2.410
Bonds 35.320 37.130 1.810
Convertible 0.990 0.990 0.000
Preferred 0.220 0.220 0.000
Other 6.100 6.620 0.520

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.816 16.753
Price to Book 2.175 2.567
Price to Sales 1.533 1.878
Price to Cash Flow 10.089 10.838
Dividend Yield 2.674 2.433
5 Years Earnings Growth 13.811 10.844

Sector Allocation

Name  Net % Category Average
Technology 22.270 21.078
Financial Services 16.090 15.873
Industrials 13.770 11.782
Consumer Cyclical 10.830 10.861
Healthcare 9.020 12.341
Communication Services 7.040 7.003
Consumer Defensive 6.630 7.309
Utilities 4.360 3.440
Energy 3.870 3.935
Basic Materials 3.450 4.967
Real Estate 2.670 4.030

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 159

Number of short holdings: 70

Name ISIN Weight % Last Change %
HSBC Multi Factor EMU Equity ZC IE00BN0T3979 6.60 - -
  HSBC S&P 500 UCITS IE00B5KQNG97 5.77 4,952.0 +1.19%
  HSBC Global Investment Funds - Euro High Yield Bon LU0165093617 5.74 61.406 +0.15%
  HSBC Global Investment Funds Euro Credit Bond ZC LU0165108829 5.74 11.708 +0.33%
HSBC Multi Factor US Equity ZC USD Acc IE000TYNGIO2 4.66 - -
  HSBC Euro Credit Subordinated Bond ID DE000A0H0RA1 4.42 69.370 +0.09%
HSBC GIF Global EM Bd ZCHEUR LU1464645487 3.44 - -
HSBC Euro Equity Volatility Focused Z FR0013261229 3.35 - -
  HSBC MSCI Emerging Markets UCITS IE00B5SSQT16 3.21 882.50 +0.43%
  HSBC Global Investment Funds - Euroland Equity ZC LU0165100685 3.19 90.509 +0.71%

Top Equity Funds by HSBC Global Asset Management (France)

  Name Rating Total Assets YTD% 3Y% 10Y%
  HSBC Sustainable Global Equity G 2.18B 21.71 6.16 9.57
  HSBC Sustainable Global Equity I 2.18B 22.65 6.97 10.40
  HSBC Sustainable Euroland Equity i 636.83M 8.68 2.02 6.75
  FR0000437113 615.48M 7.82 1.24 5.93
  FR0000421109 284.62M 17.27 4.50 7.69
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000J3M5 Comments

Write your thoughts about Hsbc Select Balanced A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email