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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.660 | 61.040 | 52.380 |
Stocks | 49.210 | 51.150 | 1.940 |
Bonds | 31.210 | 32.990 | 1.780 |
Convertible | 0.520 | 0.520 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 10.270 | 11.040 | 0.770 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.205 | 16.648 |
Price to Book | 2.280 | 2.421 |
Price to Sales | 1.498 | 1.724 |
Price to Cash Flow | 8.785 | 10.155 |
Dividend Yield | 2.427 | 2.474 |
5 Years Earnings Growth | 10.501 | 10.833 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.400 | 19.778 |
Industrials | 14.970 | 12.243 |
Financial Services | 14.650 | 15.143 |
Consumer Cyclical | 12.820 | 10.982 |
Healthcare | 8.880 | 12.826 |
Communication Services | 6.510 | 6.707 |
Consumer Defensive | 5.940 | 7.860 |
Energy | 3.920 | 4.251 |
Basic Materials | 3.910 | 5.262 |
Utilities | 3.180 | 3.385 |
Real Estate | 1.830 | 3.760 |
Number of long holdings: 133
Number of short holdings: 49
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC S&P 500 UCITS | IE00B5KQNG97 | 6.72 | 4,217.6 | -0.67% | |
HSBC Multi Factor EMU Equity ZC | IE00BN0T3979 | 6.51 | - | - | |
HSBC Global Investment Funds - Euro High Yield Bon | LU0165093617 | 4.25 | 57.570 | +0.09% | |
HSBC Global Investment Funds Euro Credit Bond ZC | LU0165108829 | 3.62 | 11.105 | -0.03% | |
HSBC Euro Credit Subordinated Bond ID | DE000A0H0RA1 | 3.33 | 66.930 | +0.30% | |
db x-trackers MSCI EMU UCITS DR | LU0846194776 | 3.25 | 53.98 | -0.02% | |
HSBC GIF Global EM Bd ZCHEUR | LU1464645487 | 3.12 | - | - | |
HSBC MSCI Japan UCITS | IE00B5VX7566 | 3.03 | 3,138.0 | -0.21% | |
HSBC Euro Gvt Bond Fund ZC | FR0013216165 | 2.96 | - | - | |
iShares Edge MSCI USA Quality Factor UCITS ETF USD | IE00BD1F4L37 | 2.72 | 1,077.00 | -0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC Sustainable Global Equity I | 1.95B | 8.67 | 10.40 | 10.95 | ||
HSBC Sustainable Global Equity G | 1.95B | 8.39 | 9.57 | 10.11 | ||
HSBC Sustainable Euroland Equity i | 685.4M | 4.77 | 2.99 | 6.18 | ||
FR0000437113 | 685.4M | 4.49 | 2.20 | 5.37 | ||
FR0000421109 | 256.04M | 5.38 | 4.79 | 7.37 |
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