HSBC World Selection Div Dis Port C Acc

Fund

Fund Info

  • Yield History3.89%
  • 3 Year sharpe0.94
  • 3 Year alpha-1.21
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.93%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupHSBC
  • DomicileUnited Kingdom
  • ISINGB00B7JK0545

Investment Strategy

The fund investment objective is to provide a high level of income by investing in a broad range of asset classes, across global markets. Investment Policy : 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 providing income 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 fixed income securities, equities, alternative asset classes and derivatives. Alternative asset classes may include but are not limited to property, infrastructure, hedge funds, private equity and commodities.