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HSBC World Selection Diver Aggrv Gr Fd Investor Sr

Ranked 2004 out of 3355 in - Global over 12 months
All calculations are in USD unless stated

Objective

The fundamental investment objective of this Fund is to provide investors with a diversified portfolio of investments across several asset classes providing moderate capital preservation with interest income and potential for moderate long-term capital growth by investing primarily in units of other Funds. We may only change the Funds fundamental investment objective with the approval of a majority of the votes cast at a meeting of the unitholders of the Fund held to consider the change.

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

Performance

Global over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% -0.5% 2.2%
2017 19.1% 4.5% 3.0% 5.3% 5.0%
2016 11.1% 3.5% -0.4% 5.3% 2.4%
2015 -11.0% -1.3% 0.2% -11.5% 1.7%
2014 0.6% 0.6% 6.1% -4.3% -1.5%
2013 16.3% 4.2% -2.7% 8.7% 5.5%
2012 12.6% 10.0% -6.6% 6.9% 2.5%
2011 -10.6% 5.2% -1.5% -18.5% 5.9%
2010 12.7% 3.3% -12.1% 13.2% 9.7%
2009 39.8% -7.8% 22.5% 17.4% 5.4%
2008 -44.3% -10.3% 0.8% -17.4% -25.5%
2007 15.4% 1.2% 10.0% 5.3% -1.5%
2006 16.0% 7.0% -0.7% 2.8% 6.2%
2005 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date29/08/2005
  • Share Class size106Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Annual management2.00%
  • Initial investment0.00%

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