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HSBC Portfolios World Selection 4 AC USD

Ranked 45 out of 202 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The objective of this Portfolio is to provide capital growth through investment in a broad range of asset classes across global markets, consistent with a medium to high risk investment strategy. The Portfolio will invest predominantly in other Collective Investment Schemes, but may also invest directly in derivative contracts and other securities compliant with the Luxembourg regulations. The majority of the Portfolio's exposure will be to equity and fixed income markets.

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

Performance

Aggressive USD over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 3.3% 3.8%
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. France
  3. Greece
  4. Guernsey
  5. Hong Kong
  6. Isle of Man
  7. Jersey
  8. Lebanon
  9. Luxembourg
  10. Macau
  11. Oman
  12. Poland
  13. Qatar
  14. Singapore
  15. United Arab Emirates
  16. United Kingdom

Fund Info

  • Launch date19/10/2009
  • Share Class size167Mn
  • Base currencyUSD
  • ISIN LU0447611228

Purchase Info

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

Charges

  • Annual management1.20%

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