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Hsbc Global Strategy Dynamic Portfolio Accumulation C (0P0000WN7V)

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3.43 +0.01    +0.28%
25/11 - Delayed Data. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 2.88B
Type:  Fund
Market:  United Kingdom
Issuer:  HSBC Global Asset Management (UK) Ltd
ISIN:  GB00B849DT80 
Asset Class:  Other
HSBC Global Strategy Dynamic Portfolio Accumulatio 3.43 +0.01 +0.28%

0P0000WN7V Overview

 
Find basic information about the Hsbc Global Strategy Dynamic Portfolio Accumulation C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000WN7V MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.62%
Prev. Close3.42
Risk Rating
TTM Yield1.72%
ROE25.20%
IssuerHSBC Global Asset Management (UK) Ltd
TurnoverN/A
ROA10.43%
Inception DateNov 01, 2012
Total Assets2.88B
Expenses0.42%
Min. Investment1,000,000
Market Cap94.13B
CategoryGBP Moderately Adventurous Allocation
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Hsbc Global Strategy Dynamic Portfolio Accumulation C Analysis


Performance

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Condition

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Delivery Method

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1104 1015 1175 1178 1471 2471
Fund Return 10.35% 1.53% 17.46% 5.6% 8.03% 9.47%
Place in category 99 703 99 58 15 5
% in Category 8 54 9 6 3 2

Top Other Funds by HSBC Asset Management (Fund Services UK) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Portfolio Retail X Accumulation 2.88B 11.36 5.28 9.09
  Dynamic Portfolio Income C 2.88B 10.38 5.61 9.48
  - Dynamic Portfolio C Accumulation 2.22B 10.10 5.36 8.41
  - Dynamic Portfolio C Income 2.22B 10.10 5.36 8.40
  Institutional Accumulation 2.22B 10.46 5.82 8.94

Top Funds for GBP Moderately Adventurous Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LifeStrategy 80 Equity Fund A Acc 13.05B 2.96 6.53 8.34
  LifeStrategy 80 Equity Fund A Inc 13.05B 2.96 6.53 8.34
  Baillie Gifford Managed B Acc 5.02B 1.01 -3.98 7.58
  Baillie Gifford Managed B Inc 5.02B 0.99 -4.01 7.57
  Baillie Gifford Managed A Acc 5.02B 0.81 -4.98 6.40

Top Holdings

Name ISIN Weight % Last Change %
  HSBC American Index Fund Institutional Accumulatio GB0000473313 32.74 14.75 -0.14%
  HSBC S&P 500 UCITS IE00B5KQNG97 14.72 4,818.3 -0.16%
HSBC Global Government Bond ETF ZQHUSD IE00BFYDNQ69 10.45 - -
HSBC European Index Institutional Acc GB0000469303 8.07 - -
  HSBC FTSE EPRA/NAREIT Developed UCITS IE00B5L01S80 7.64 1,782.5 -0.31%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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