HSBC World Selection Balanced C Inc

Fund

Fund Info

  • Yield History1.68%
  • 3 Year sharpe1.03
  • 3 Year alpha0.63
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • SectorUnclassified Sector
  • Manager GroupHSBC
  • DomicileUnited Kingdom
  • ISINGB00B8QYP513

Investment Strategy

To provide capital growth through balanced investment in a broad range of asset classes across global markets. This is one of a range of actively managed World Selection Portfolios offered at five different risk levels. The asset allocation of each fund in the range reflects the risk level. The Fund is rated as 3, where 1 is a lower level of risk and 5 is a higher level of risk. The Fund is managed with the aim of maximising returns in line with its agreed long term risk profile therefore any potential returns are likely to be limited by the risk profile of the Fund. To achieve its objective the Fund invests primarily in collective investment schemes that in turn invest in equities, fixed income securities, alternative asset classes and derivatives. Alternative asset classes may include but are not limited to property, hedge funds, private equity and commodities.

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