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

London

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2.44 -0.03 -1.39%

11/04 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

Issuer: HSBC Global Asset Management (UK) Ltd

ISIN: GB00B537R786

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.23B

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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 Change2.41%

Prev. Close2.47

Risk Rating

TTM Yield0.60%

ROE26.33%

IssuerHSBC Global Asset Management (UK) Ltd

TurnoverN/A

ROA11.83%

Inception DateOct 17, 2011

Total Assets5.23B

ExpensesN/A

Min. Investment1,000

Market Cap117.1B

CategoryGBP Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	980	980	1037	1101	1435	1811
Fund Return	-2.04%	-2.04%	3.74%	3.25%	7.49%	6.12%
Place in category	1333	1333	635	211	137	15
% in Category	93	93	47	19	13	2

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

Name	Total Assets	YTD%	3Y%	10Y%
HSBC American Index Fund Retail Acc	13.87B	3.87	15.33	15.39
HSBC American Index Fund Retail Inc	13.87B	26.83	11.70	15.15
HSFund Institutional Accumulation	13.87B	26.99	11.36	15.19
HSBC American Index Fund Accumulati	13.87B	-8.35	8.45	13.47
HSBC American Index Fund Income C	13.87B	-8.35	8.44	13.45

Top Funds for GBP Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
LifeStrategy 60 Equity Fund A Acc	15.19B	2.59	4.90	6.35
LifeStrategy 60 Equity Fund A Inc	15.19B	2.59	4.90	6.37
Port Institutional Accumulation	4.97B	3.42	6.29	6.80
Balanced Portfolio Accumulation C	5.23B	1.74	6.00	6.97
Balanced Portfolio Income C	5.23B	1.73	5.56	6.84

Top Holdings

Name	ISIN	Weight %	Last	Change %
HSBC American Index Fund Institutional Accumulatio	GB0000473313	29.14	12.57	-2.91%
HSBC Global Government Bond ETF ZQHUSD	IE00BFYDNQ69	20.20	-	-
HSBC Global Liq Sterling Liquidity Y	IE00BYYJHN20	9.38	-	-
HSBC MSCI Emerging Markets UCITS	IE00B5SSQT16	6.49	798.63	+0.71%
HSBC S&P 500 UCITS	IE00B5KQNG97	6.36	4,066.0	-0.54%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Neutral
Technical Indicators	Strong Sell	Strong Sell	Neutral
Summary	Strong Sell	Strong Sell	Neutral

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