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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 18.590 | 20.420 | 1.830 |
Bonds | 76.560 | 79.680 | 3.120 |
Convertible | 0.270 | 0.270 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 6.500 | 8.140 | 1.640 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.637 | 15.354 |
Price to Book | 2.438 | 2.450 |
Price to Sales | 1.789 | 1.762 |
Price to Cash Flow | 10.579 | 10.354 |
Dividend Yield | 2.511 | 2.788 |
5 Years Earnings Growth | 10.860 | 10.289 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.930 | 22.003 |
Financial Services | 14.420 | 16.283 |
Industrials | 10.440 | 10.518 |
Consumer Defensive | 9.410 | 8.355 |
Communication Services | 8.490 | 7.023 |
Utilities | 8.460 | 4.878 |
Healthcare | 7.350 | 13.268 |
Consumer Cyclical | 7.120 | 9.405 |
Real Estate | 5.850 | 4.644 |
Energy | 4.290 | 4.415 |
Basic Materials | 3.230 | 5.225 |
Number of long holdings: 45
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC GIF Global Govt Bd ZD | LU1079017445 | 32.10 | - | - | |
HSBC GIF Global Corp Bd ZD | LU1079018765 | 20.07 | - | - | |
HSBC Global Investment Funds Global Asset Backed | LU0899571920 | 4.03 | 181.237 | +0.04% | |
HSBC GIF Global Infl Lnkd Bd ZQ1 | LU1236619406 | 3.74 | - | - | |
HSBC Global Investment Funds Multi Asset Style F | LU1449948840 | 3.25 | 12.208 | +0.45% | |
HSBC Multi Factor Worldwide Equity | IE00BKZGB098 | 2.98 | 30.13 | -0.72% | |
iShares 20+ Year Treasury Bond | US4642874329 | 2.64 | 87.76 | +0.75% | |
Struct GS Cross Asset Trend E USD Acc | LU1787044780 | 2.41 | - | - | |
iShares MSCI ACWI | US4642882579 | 2.24 | 117.71 | -1.12% | |
HSBC GIF Global EM Local Dbt ZQ1 | LU1135521828 | 2.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Managed Portfolios World Se2AC | 97.21M | 7.30 | 0.32 | 2.59 | ||
HSBC Managed Portfolios World Se2IC | 97.21M | 7.49 | 0.52 | 2.86 | ||
HSBC Managed Portfolios World Se2AD | 97.21M | 7.30 | 0.32 | 2.59 | ||
HSBC Managed Portfolios World Selec | 97.21M | 7.30 | 0.32 | 2.59 | ||
HSBC Managed Portfolios World SelLC | 60.96M | 4.46 | -0.83 | 1.72 |
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