HSBC Balanced Inc C

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.46%
  • 3 Year sharpe0.46
  • 3 Year alpha-1.88
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.74%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupHSBC
  • DomicileUnited Kingdom
  • ISINGB00BG0R4Z55

Investment Strategy

The Fund aims to provide growth in the long term, which is a period of five years or more, together with income. To achieve its objective the Fund will invest in a range of asset classes including shares (equities) of companies, bonds and (through indirect investment) alternative asset classes such as property and hedge funds. The portfolio will be invested across global markets. The Fund will invest a minimum of 70% of its value in collective investment schemes that in turn invest in a range of asset classes, including schemes which aim to track an index. The Fund can invest up to 100% in collective investment schemes. The collective investment schemes in which the Fund may invest will, where possible, be those managed or operated by the HSBC Group.

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