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HSBC Portfolios World Selection 4 AC USD

Ranked 88 out of 196 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The objective of the Portfolio is 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. The majority of the Portfolio's exposure will be to fixed income and equity securities directly into markets and/or through investments in UCITS and/or other Eligible UCIs. It may also gain exposure in other asset classes including but not limited to real estate private equity hedge fund strategies and commodities through investments in equities securities issued by companies based or operating in developed or Emerging Markets UCITS and/or other Eligible UCIs.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive USD over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 18.3% 5.5% 3.3% 3.8% 4.5%
2016 6.3% 0.6% -0.4% 4.9% 1.2%
2015 -3.9% 2.0% -1.0% -8.2% 3.8%
2014 3.2% 0.3% 4.2% -2.1% 0.9%
2013 12.7% 5.2% -2.1% 5.5% 3.7%
2012 13.6% 9.5% -5.9% 7.4% 2.7%
2011 -9.9% 2.2% -1.4% -12.7% 2.5%
2010 11.1% 2.9% -6.8% 9.4% 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Brunei Darussalam
  3. France
  4. Greece
  5. Guernsey
  6. Hong Kong
  7. Isle of Man
  8. Jersey
  9. Lebanon
  10. Luxembourg
  11. Macau
  12. Oman
  13. Poland
  14. Qatar
  15. Singapore
  16. United Arab Emirates
  17. United Kingdom
  18. Vietnam

Fund Info

  • Launch date19/10/2009
  • Share Class size181Mn
  • Base currencyUSD
  • ISIN LU0447611228

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment1,000

Charges

  • Annual management1.20%
  • Initial investment1.21

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).