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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1027 | 1216 | 1167 | 1474 | 2387 |
Fund Return | 11.36% | 2.73% | 21.63% | 5.28% | 8.07% | 9.09% |
Place in category | 69 | 68 | 82 | 53 | 19 | 8 |
% in Category | 6 | 7 | 8 | 5 | 4 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Portfolio Accumulation C | 2.88B | 10.35 | 5.60 | 9.47 | ||
Dynamic Portfolio Income C | 2.88B | 10.38 | 5.61 | 9.48 | ||
- Dynamic Portfolio C Accumulation | 2.22B | 10.10 | 5.36 | 8.41 | ||
- Dynamic Portfolio C Income | 2.22B | 10.10 | 5.36 | 8.40 | ||
Institutional Accumulation | 2.22B | 10.46 | 5.82 | 8.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.11B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 13.11B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed B Acc | 5.03B | 1.01 | -3.98 | 7.58 | ||
Baillie Gifford Managed B Inc | 5.03B | 0.99 | -4.01 | 7.57 | ||
Baillie Gifford Managed A Acc | 5.03B | 0.81 | -4.98 | 6.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 32.44 | 14.78 | +0.24% | |
HSBC S&P 500 UCITS | IE00B5KQNG97 | 13.71 | 4,822.7 | -0.41% | |
HSBC Global Government Bond ETF ZQHUSD | IE00BFYDNQ69 | 10.62 | - | - | |
HSBC FTSE EPRA/NAREIT Developed UCITS | IE00B5L01S80 | 8.42 | 1,793.0 | +0.36% | |
HSBC MSCI Emerging Markets UCITS | IE00B5SSQT16 | 8.39 | 859.38 | -0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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