HSBC Global Strategy Balanced C Acc

Fund

Fund Info

  • Yield History1.71%
  • 3 Year sharpe1.27
  • 3 Year alpha3.12
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.19%
  • SectorVolatility Managed
  • Manager GroupHSBC
  • DomicileUnited Kingdom
  • ISINGB00B76WP695

Investment Strategy

To provide capital growth through investment in a broad range of investment types across global markets. To invest primarily in collective investment schemes and exchange traded funds that aim to match the returns of market indices. Such assets shall, in turn, invest in fixed income securities, shares, commodities, private equity and property that make up the relevant index. The collective investment schemes that the Fund invests in will, where possible, be those managed or operated by the ACD or an associate of the ACD. Where this isn’t possible the Fund may invest in collective investment schemes operated by third party fund providers. The Fund may use direct investment in assets where it is felt that an asset class can be adequately replicated with a relatively low number of instruments. The Fund may also invest directly in other types of transferable securities, money market instruments, deposits, cash and near cash and collective investment schemes.