The HSBC Balanced Fund aims for long-term growth and income by investing globally in a diverse mix of assets. Its portfolio includes a range of equities, bonds, property, hedge funds, and cash. At least 70% of the fund is invested in various other funds, preferably those managed by HSBC, while up to 30% is directly allocated to individual shares, bonds, and cash. Typically, the fund's investments are distributed with 50% to 80% in equities, 15% to 50% in bonds, and up to 30% in other asset types, adjusting these allocations as needed to achieve its objectives over a period of five years or more.
Content summarized by AI chatbot
Tags:
global marketsmulti assetinvestment association mixed investment 40-85% shares
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
HSBC Balanced Acc C
HSBC Balanced Acc C
HSBC Balanced Acc C
Valor: 22867737
Annual Return
-50%0%+50%
Risk level
110
-1.40%GBP 3.51
HSBC Balanced Fund Institutional Accumulation
HSBC Balanced Fund Institutional Accumulation
HSBC Balanced Fund Institutional Accumulation
Valor: 29727234