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Hsbc Global Strategy Balanced Portfolio Retail X Accumulation (0P0000UDO9)

London

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2.61 +0.01 +0.45%

09/01 - Delayed Data. Currency in GBP

Type: Fund

Market: United Kingdom

Issuer: HSBC Global Asset Management (UK) Ltd

ISIN: GB00B537R786

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.34B

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Hsbc Global Strategy Balanced Portfolio Retail X Accumulation Overview

Find basic information about the Hsbc Global Strategy Balanced Portfolio Retail X Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000UDO9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B537R786)

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Rating

1-Year Change12.75%

Prev. Close2.6

Risk Rating

TTM Yield0.59%

ROE25.94%

IssuerHSBC Global Asset Management (UK) Ltd

TurnoverN/A

ROA11.59%

Inception DateOct 17, 2011

Total Assets5.34B

ExpensesN/A

Min. Investment1,000

Market Cap102.06B

CategoryGBP Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1106	1020	1106	1087	1314	1951
Fund Return	10.56%	2.01%	10.56%	2.83%	5.61%	6.91%
Place in category	69	107	69	125	53	11
% in Category	6	8	6	11	6	2

Top Equity Funds by HSBC Asset Management (Fund Services UK) Limited

Name	Total Assets	YTD%	3Y%	10Y%
HSBC American Index Fund Retail Acc	16.63B	27.03	11.92	15.17
HSBC American Index Fund Retail Inc	16.63B	27.01	12.40	15.30
HSFund Institutional Accumulation	16.63B	27.15	12.05	15.33
HSBC American Index Fund Accumulati	16.98B	27.12	12.01	15.27
HSBC American Index Fund Income C	16.98B	27.10	12.01	15.26

Top Funds for GBP Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
LifeStrategy 60 Equity Fund A Acc	16.04B	11.23	3.06	6.56
LifeStrategy 60 Equity Fund A Inc	16.04B	11.23	3.06	6.57
Balanced Portfolio Accumulation C	5.34B	10.82	3.08	7.17
Balanced Portfolio Income C	5.34B	9.44	2.65	7.03
Balanced Portfolio C Accumulation	5.26B	12.07	4.17	6.23

Top Holdings

Name	ISIN	Weight %	Last	Change %
HSBC American Index Fund Institutional Accumulatio	GB0000473313	29.24	15.00	+0.84%
HSBC Global Government Bond ETF ZQHUSD	IE00BFYDNQ69	18.13	-	-
HSBC Global Corporate Bond ETF ZQHUSD	IE00BFYDNS83	10.75	-	-
HSBC Global Liq Sterling Liquidity Y	IE00BYYJHN20	9.05	-	-
HSBC MSCI Emerging Markets UCITS	IE00B5SSQT16	6.55	856.50	-1.01%

Technical Summary

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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