HSBC Global Strategy Cnsv Port IC

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.98%
  • 3 Year sharpe0.66
  • 3 Year alpha1.67
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.17%
  • IA SectorVolatility Managed
  • Manager GroupHSBC
  • DomicileUnited Kingdom

Investment Strategy

To provide capital growth through diversified investment across global markets with a bias towards fixed interest securities. This is one of five actively managed Global Strategy Portfolios offered at five different risk levels. The Fund is rated as 2, where 1 is a lower level of risk and 5 is a higher level of risk. The Fund is managed in line with its agreed long term risk profile and is periodically rebalanced. Any potential gains are likely to be limited by the risk profile of the Fund. To achieve its objective the Fund invests primarily in collective investment schemes, including exchange traded funds, which generally aim to track the performance of market indices. Such assets shall, in turn, invest in fixed interest securities, equities, and property securities 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.

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