HSBC Portfolios - World Selection 4 AC GBP

PSPL Risk Classification: Medium to High

Aims to provide long term total return by investing in a portfolio of equity and fixed income securities consistent with a medium to high risk investment strategy.
Fund Information
  • Asset Class:Balanced
  • Sector:Diversified
  • Geography:Global
  • Benchmark index:
  • Launch Date:20 Oct 2009
  • Launch Price:
  • Fund Currency:GBP
  • Fund Source: CASH
  • CPF Risk Classification:
  • Price Made Known On:Data Not Available
  • Price Type:Net Asset Value
  • Dealing Cut Off Time:3:00PM Spore Time
Information
Cash CPFOA-IA CPFSA-IA SRS-IA
Minimum Investment AmountGBP 1000---
Minimum Subsequent InvestmentGBP 100---
Minimum Redemption Amount ($)/units0 Unit(s)---
Relevant Charges
Cash CPFOA-IA CPFSA-IA SRS-IA
POEMS Sales Charge0%---
Internal Switch-in Charge/Min Switch-in Charge0.00 % / $ 0.00---
External Switch-in ChargeNA---
Redemption/Realisation ChargeNA---
Annual Management Fee1.199%---
Annual Trustee Fee---
Expense Ratio-
Fund Manager Sales ChargeNA---
Admin FeeNA---
Information
Period Performance (%) Volatility (%) Ratio
1 Year NA 11.13 NA
2 Years 4.09 14.52 0.28
3 Years NA NA NA
5 Years NA NA NA
10 Years NA NA NA

The performance figures are calculated using NAV to NAV prices (before sales charge, if any) and does not take into account dividends, if any.

Information
Morningstar Ratings
Overall
3 Years
5 Years
10 Years