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Hsbc World Selection - Balanced Portfolio Institutional Accumulation (0P0000ZWXK)

London

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3.30 -0.02 -0.53%

30/12 - Closed. Currency in GBP

Morningstar Rating:
Total Assets: 5.21B

Type: Fund

Market: United Kingdom

ISIN: GB00B3QVSQ99

Asset Class: Equity

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0P0000ZWXK Overview

Find basic information about the Hsbc World Selection - Balanced Portfolio Institutional Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZWXK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change11.5%

Prev. Close3.32

Risk Rating

TTM Yield2.17%

ROE26.25%

IssuerN/A

TurnoverN/A

ROA10.81%

Inception DateDec 17, 2009

Total Assets5.21B

ExpensesN/A

Min. Investment10,000,000

Market Cap83.83B

CategoryGBP Moderate Allocation

What is your sentiment on HSBC World Selection - Balanced Portfolio Institut?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1088	1017	1153	1128	1315	1937
Fund Return	8.84%	1.7%	15.34%	4.11%	5.62%	6.83%
Place in category	157	1087	205	57	67	11
% in Category	14	74	19	5	7	2

Top Equity Funds by HSBC Asset Management (Fund Services UK) Limited

Name	Total Assets	YTD%	3Y%	10Y%
HSFund Institutional Accumulation	16.65B	27.15	12.05	15.33
HSBC American Index Fund Accumulati	16.65B	27.12	12.01	15.27
HSBC American Index Fund Income C	16.65B	27.10	12.01	15.26
HSBC American Index Fund Retail Acc	16.65B	27.03	11.92	15.17
HSBC American Index Fund Retail Inc	16.65B	27.01	12.40	15.30

Top Funds for GBP Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
LifeStrategy 60 Equity Fund A Acc	15.98B	11.23	3.06	6.56
LifeStrategy 60 Equity Fund A Inc	15.98B	11.23	3.06	6.57
Balanced Portfolio C Accumulation	5.21B	12.07	4.17	6.23
- Balanced Portfolio C Income	5.21B	10.99	3.83	6.11
HS Portfolio Retail Accumulation	5.21B	11.45	3.56	5.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
HSBC FTSE All-World Index Instl Acc	GB00BMJJJJ30	15.60	-	-
HSBC American Index Fund Institutional Accumulatio	GB0000473313	13.46	14.76	-1.43%
HSBC GIF Global Govt Bd ZQ1	LU1135519921	10.04	-	-
HSBC Multi Factor Worldwide Equity	IE00BKZGB098	8.83	30.07	0.00%
HSBC GIF Global Corp Bd ZQ1	LU1135519335	6.31	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	HSBC World Select.	3.30	-0.02	-0.53%