HSBC World Selection - Balanced Portfolio Retail Accumulation header image

HSBC World Selection - Balanced Portfolio Retail Accumulation

Fund

ISIN GB00B3F6GN80 / Valor 4991731

NAV (2025-11-21)
GBP 3.05-1.15%

HSBC World Selection - Balanced Portfolio Retail Accumulation
UMushroom community rating:

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

The HSBC World Selection Balanced Portfolio aims for long-term growth by investing globally in a well-diversified mix of assets. It allocates at least 70% of its value to a variety of funds, mainly managed by HSBC, that include stocks, bonds, real estate, derivatives, and cash. Additionally, up to 30% is directly invested in bonds and cash to effectively achieve its investment goals. This balanced approach ensures the portfolio maintains a moderate risk level while seeking to maximize returns over a period of five years or more.

Content summarized by AI chatbot
Tags:
msci acwi multi asset world selection

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 World Selection - Balanced Portfolio Retail Income
HSBC World Selection - Balanced Portfolio Retail Income HSBC World Selection - Balanced Portfolio Retail Income Valor: 4991727
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%GBP 2.59
HSBC World Selection - Balanced Portfolio Accumulation P
HSBC World Selection - Balanced Portfolio Accumulation P HSBC World Selection - Balanced Portfolio Accumulation P Valor: 26637783
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%GBP 3.37
HSBC World Selection - Balanced Portfolio Income C
HSBC World Selection - Balanced Portfolio Income C HSBC World Selection - Balanced Portfolio Income C Valor: 20347522
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%GBP 2.60
HSBC World Selection - Balanced Portfolio Institutional Accumulation
HSBC World Selection - Balanced Portfolio Institutional Accumulation HSBC World Selection - Balanced Portfolio Institutional Accumulation Valor: 10824944
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%GBP 3.61
HSBC World Selection - Balanced Portfolio Institutional Income
HSBC World Selection - Balanced Portfolio Institutional Income HSBC World Selection - Balanced Portfolio Institutional Income
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%GBP 3.12
HSBC World Selection - Balanced Portfolio Accumulation C
HSBC World Selection - Balanced Portfolio Accumulation C HSBC World Selection - Balanced Portfolio Accumulation C Valor: 20347525
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%GBP 3.28
HSBC World Selection - Balanced Portfolio Income P
HSBC World Selection - Balanced Portfolio Income P HSBC World Selection - Balanced Portfolio Income P Valor: 27389035
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.14%GBP 2.60