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HSBC Monthly Income Retail Inc

Fund

ISIN GB0000160308 / Valor 1334249

NAV (2025-11-21)
GBP 1.46-0.69%

HSBC Monthly Income Retail Inc
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The HSBC Monthly Income Fund is designed to provide regular monthly income and long-term growth by primarily investing in UK-based companies and UK corporate bonds. At least 80% of the fund's assets are allocated to a combination of shares from UK firms or those earning most of their revenue in the UK, and bonds issued by these UK companies. Additionally, up to 20% of the portfolio may include international stocks and bonds as well as cash, and up to 10% can be invested in other funds managed by HSBC. Typically, the fund maintains a mix of about 70% equities and 30% bonds, adjusting these allocations based on market conditions to achieve its income and growth objectives.

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Tags:
uk equities ftse all share uk bonds markit iboxx gbp corporates

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OTHER SHARE CLASSES OF THIS FUND

HSBC Monthly Income C Inc
HSBC Monthly Income C Inc HSBC Monthly Income C Inc Valor: 20331967
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Annual Return

-50%0%+50%

Risk level

110
-0.68%GBP 1.58
HSBC Monthly Income C Acc
HSBC Monthly Income C Acc HSBC Monthly Income C Acc Valor: 20331976
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.68%GBP 4.27