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

London

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3.12 -0.02 -0.71%

11/04 - Closed. Currency in GBP

Morningstar Rating:
Total Assets: 4.97B

Type: Fund

Market: United Kingdom

Issuer: HSBC Global Asset Management (UK) Ltd

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 Change1.64%

Prev. Close3.14

Risk Rating

TTM Yield0.75%

ROE25.74%

IssuerHSBC Global Asset Management (UK) Ltd

TurnoverN/A

ROA11.28%

Inception DateDec 17, 2009

Total Assets4.97B

ExpensesN/A

Min. Investment10,000,000

Market Cap82.29B

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	1034	1052	1145	1201	1359	1931
Fund Return	3.42%	5.25%	14.49%	6.29%	6.33%	6.8%
Place in category	110	64	28	20	40	15
% in Category	9	5	3	2	4	2

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

Name	Total Assets	YTD%	3Y%	10Y%
HSBC American Index Fund Retail Acc	13.87B	3.87	15.33	15.39
HSBC American Index Fund Retail Inc	13.87B	26.83	11.70	15.15
HSFund Institutional Accumulation	13.87B	26.99	11.36	15.19
HSBC American Index Fund Accumulati	13.87B	-8.35	8.45	13.47
HSBC American Index Fund Income C	13.87B	-8.35	8.44	13.45

Top Funds for GBP Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
LifeStrategy 60 Equity Fund A Acc	15.19B	2.59	4.90	6.35
LifeStrategy 60 Equity Fund A Inc	15.19B	2.59	4.90	6.37
Balanced Portfolio Accumulation C	5.23B	1.74	6.00	6.97
Balanced Portfolio Income C	5.23B	1.73	5.56	6.84
Portfolio Retail X Accumulationx	5.23B	-2.04	3.25	6.12

Top Holdings

Name	ISIN	Weight %	Last	Change %
HSBC FTSE All-World Index Instl Acc	GB00BMJJJJ30	15.71	-	-
HSBC GIF Global Govt Bd ZQ1	LU1135519921	11.26	-	-
HSBC American Index Fund Institutional Accumulatio	GB0000473313	11.10	12.57	-2.91%
HSBC Multi Factor Worldwide Equity	IE00BKZGB098	8.56	28.10	+0.07%
Euro Schatz Future Dec 24	DE000F0Q7BW2	6.06	-	-

Technical Summary

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

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