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Hsbc Global Strategy Balanced Portfolio Retail X Accumulation (0P0000UDO9)

London

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2.54 -0.02 -0.68%

12/03 - Delayed Data. Currency in GBP

Morningstar Rating:
Total Assets: 5.34B

Type: Fund

Market: United Kingdom

Issuer: HSBC Global Asset Management (UK) Ltd

ISIN: GB00B537R786

Asset Class: Equity

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0P0000UDO9 Overview

Find basic information about the Hsbc Global Strategy Balanced Portfolio Retail X 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 0P0000UDO9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change5.87%

Prev. Close2.55

Risk Rating

TTM Yield0.57%

ROE25.84%

IssuerHSBC Global Asset Management (UK) Ltd

TurnoverN/A

ROA11.59%

Inception DateOct 17, 2011

Total Assets5.34B

ExpensesN/A

Min. Investment1,000

Market Cap104.61B

CategoryGBP Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1030	1048	1135	1172	1338	1954
Fund Return	3.03%	4.84%	13.53%	5.44%	5.99%	6.93%
Place in category	263	115	52	50	63	11
% in Category	18	8	5	4	7	2

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

Name	Total Assets	YTD%	3Y%	10Y%
HSBC American Index Fund Accumulati	15.34B	3.87	15.42	15.50
HSBC American Index Fund Income C	15.34B	3.88	15.41	15.49
HSBC American Index Fund Retail Acc	15.34B	3.87	15.33	15.39
HSBC American Index Fund Retail Inc	15.34B	26.83	11.70	15.15
HSFund Institutional Accumulation	15.34B	26.99	11.36	15.19

Top Funds for GBP Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
LifeStrategy 60 Equity Fund A Acc	15.72B	11.23	3.06	6.56
LifeStrategy 60 Equity Fund A Inc	15.72B	11.23	3.06	6.57
Balanced Portfolio Accumulation C	5.37B	3.05	5.69	7.19
Balanced Portfolio Income C	5.37B	3.05	5.26	7.04
Balanced Portfolio C Accumulation	5.19B	3.39	5.85	6.28

Top Holdings

Name	ISIN	Weight %	Last	Change %
HSBC American Index Fund Institutional Accumulatio	GB0000473313	29.07	13.40	-1.07%
HSBC Global Government Bond ETF ZQHUSD	IE00BFYDNQ69	20.89	-	-
HSBC Global Liq Sterling Liquidity Y	IE00BYYJHN20	8.90	-	-
HSBC MSCI Emerging Markets UCITS	IE00B5SSQT16	6.32	851.00	-0.76%
Euro Schatz Future Dec 24	DE000F0Q7BW2	6.02	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	HSBC Global Strat.	2.54	-0.02	-0.68%