HSBC Balanced Inc C header image

HSBC Balanced Inc C

Fund

ISIN GB00BG0R4Z55 / Valor 22867723

NAV (2025-11-14)
GBP 1.91-1.40%

HSBC Balanced Inc C
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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 markets multi asset investment association mixed investment 40-85% shares

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

HSBC Balanced Acc C
HSBC Balanced Acc C HSBC Balanced Acc C Valor: 22867737
starstarstarstarstar

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.40%GBP 3.68