HSBC Balanced Inc C

Fund

Fund Info

  • Yield History2.43%
  • 3 Year sharpe0.86
  • 3 Year alpha-1.6
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.77%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupHSBC
  • DomicileUnited Kingdom
  • ISINGB00BG0R4Z55

Investment Strategy

The fund seeks to obtain capital growth in the longer term together with income. The fund seeks to invest in a diverse portfolio of equities and bonds in the UK and overseas, together with money market instruments. Furthermore, up to 100 per cent in value of the property of the Sub-Fund may be invested in units or shares in other collective investment schemes. The ACD may also invest at its discretion in other transferable securities, deposits and cash and near cash.