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Hsbc Global Strategy Balanced Portfolio Accumulation C (0P0000WN82)

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2.67 +0.02    +0.92%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 5.19B
Type:  Fund
Market:  United Kingdom
Issuer:  HSBC Global Asset Management (UK) Ltd
ISIN:  GB00B76WP695 
Asset Class:  Equity
HSBC Global Strategy Balanced Portfolio Accumulati 2.67 +0.02 +0.92%

0P0000WN82 Overview

 
On this page you'll find an in-depth profile of Hsbc Global Strategy Balanced Portfolio Accumulation C. Learn about the key management, total assets, investment strategy and contact information of 0P0000WN82 among other information.
Category

GBP Moderate Allocation

Total Assets

5.19B

Expenses

0.41%

Inception Date

Nov 01, 2012

Investment Strategy

The Fund aims to provide growth in line with its risk profile in the long term, which is a period of five years or more. To achieve its objective the Fund will invest a minimum of 70% in collective investment schemes, including exchange traded funds, which aim to track the performance of market indices. Such assets shall, in turn, invest in shares of companies (equities), bonds and property securities that make up the relevant index. The Fund may also invest up to 30% directly in bonds where exposure to this asset class can be adequately achieved with a relatively low number of holdings and may invest directly in shares of companies and property securities in limited circumstances. The Fund will be invested across global markets.

Contact Information

Address HSBC Asset Management (Fund Services UK) Limited
,
United Kingdom
Phone -

Top Executives

Name Title Since Until
Kate Morrissey - 2021 Now
Not Disclosed - 2018 2021
Beverley Jane Davies - 2017 2018
Anthony James Dunsford - 2016 2017
Caroline Margaret Hitch Senior Portfolio Manager 2011 2017
Biography Ms. Hitch is a Senior Portfolio Manager and Team Head of Multi Asset Solutions at HSBC Global Asset Management (USA) Inc. She is primarily responsible for determining the Funds’ allocation to each asset class. Ms. Hitch has been with Multi Asset Solutions as a Senior Portfolio Manager since August 2009 and was named Team Head in August 2010. She previously held positions as a portfolio manager for both retail and institutional clients of the Adviser as well as other industry related roles. She first joined the HSBC Group (James Capel & Co) in 1981.Ms. Hitch holds an Economics degree from Cambridge University and has over 24 years of experience in financial services.
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