HSBC World Selection - Dynamic Portfolio Accumulation C header image

HSBC World Selection - Dynamic Portfolio Accumulation C

Fund

ISIN GB00B886CK92 / Valor 20347551

NAV (2025-01-16)
GBP 4.08+1.55%

HSBC World Selection - Dynamic Portfolio Accumulation C
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General Objective

The Fund aims to provide growth in line with its risk profile in the long term, which is a period of 5 years or more. It is one of a range of actively managed World Selection Portfolios offered at five different risk levels, with a risk rating of 4 out of 5.

Fund Exposure

To achieve its objective, the Fund will invest a minimum of 70% of its value in other funds that invest in a range of asset types such as equities, bonds, property, derivatives, and cash. The Fund will be invested across global markets with a bias towards equities, and the asset allocation typically includes 57.5%–82.5% in equities, 10%–45% in bonds, and 0%–30% in other asset types including cash.

Risks

The Fund may invest up to 30% of its value directly in asset types such as bonds and cash. The Fund is not managed with reference to a benchmark, and may use derivatives for efficient portfolio management purposes, including hedging and reducing risk associated with currency exchange movements. It is recommended that this Fund may not be appropriate for investors planning to withdraw their money within a period of 5 years.

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Source

https://www.assetmanagement.hsbc.co.uk/api/v1/download/document/gb00brwqf769/gb/en/kiid

Tags:
msci acwi multi asset world selection

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OTHER SHARE CLASSES OF THIS FUND

HSBC World Selection - Dynamic Portfolio Income C
HSBC World Selection - Dynamic Portfolio Income C HSBC World Selection - Dynamic Portfolio Income C Valor: 20347537
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Annual Return

-50%0%+50%

Risk level

110
1.55%GBP 3.33
HSBC World Selection - Dynamic Portfolio Institutional Accumulation
HSBC World Selection - Dynamic Portfolio Institutional Accumulation HSBC World Selection - Dynamic Portfolio Institutional Accumulation Valor: 10789029
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Annual Return

-50%0%+50%

Risk level

110
1.55%GBP 4.47
HSBC World Selection - Dynamic Portfolio Accumulation P
HSBC World Selection - Dynamic Portfolio Accumulation P HSBC World Selection - Dynamic Portfolio Accumulation P Valor: 26637957
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.55%GBP 4.18
HSBC World Selection - Dynamic Portfolio Institutional Income
HSBC World Selection - Dynamic Portfolio Institutional Income HSBC World Selection - Dynamic Portfolio Institutional Income
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Annual Return

-50%0%+50%

Risk level

110
1.55%GBP 3.97
HSBC World Selection - Dynamic Portfolio Income P
HSBC World Selection - Dynamic Portfolio Income P HSBC World Selection - Dynamic Portfolio Income P Valor: 27389046
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.55%GBP 3.33